Zoho CRM

Note

This is the documentation of the new Zoho CRM app. Here is the documentation of the legacy Zoho CRM (legacy) app.

Getting Started with Zoho CRM

The Zoho CRM modules allow you to monitor, list, search, create, delete or update objects, and list fields and modules in your Zoho CRM account.

Prerequisites

  • A Zoho CRM account

In order to use Zoho CRM with Make, it is necessary to have a Zoho CRM account. If you do not have one, you can create a Zoho CRM account on the Zoho CRM Sign-Up page.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Zoho CRM to Make

Warning

If there is more than one connection created, the Zoho CRM modules will not work!

To connect your Zoho CRM account to Make follow the general instructions for Connecting to services.

Don't forget to select the domain you are using.

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After you click the Continue button, Make will redirect you to the Zoho CRM website where you will be prompted to grant Make access to your account.

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Confirm the dialog by clicking the Accept button.

Triggers

Retrieves information about a newly created or updated object.

Note

If the error Cannot read property '__itemId' is returned, it means that the fields Created time and/or Updated time have been removed before. You must add them again to your modules. Go to Setup - Customization - Modules and Fields - //ModuleType// and Add a field Created_time and Updated_time.

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Connection

Establish a connection to your Zoho CRM account.

Module

Zoho CRM has standard modules such as, Leads, Accounts, Contacts, Deals, Forecasts, Activities, etc,. Select the type of module you want to watch for changes.

Sort by

Select whether you want to sort retrieved objects by the created time or the modified time.

Limit

Set the maximum number of objects Make will work with during one cycle.

Creates a selected object.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the type of module you want to create.

Modules Fields (reference: help.zoho.com/portal/kb/articles/standard-modules-fields):

Leads

Company

Enter the company name.

First name

Enter the first name of the lead.

Last name

Enter the last name of the lead.

Title

Enter the salutation for the lead.

Email

Enter the email for the lead.

Phone

Enter the phone number of the lead.

Fax

Enter the fax number of the lead.

Mobile

Enter the mobile number of the lead.

Website

Enter the website of the lead.

Lead source

Select or map the lead source. Valid values: Employee Referral, Trade Show, Seminar Partner, OnlineStore, Partner, External Referral, Web Download, Seminar-Internal, Advertisement, Web Research, Cold Call, -None-, Sales Mail Alias, Public Relations, Chat.

Lead status

Select or map the lead status. Valid values: Pre Qualified, Contacted, Contact in Future, Not Contacted, Attempted to Contact, Lost Lead, -None-, Junk Lead, Not Qualified.

Industry

Represents the industry to which the lead belongs.

No. of Employees

The number of employees in the lead's company.

Annual Revenue

The annual revenue of the lead's company.

Rating

Select the rating of the lead. Valid values: -None-, Acquired, Active, Market Failed, Project Cancelled, ShutDown.

Email Opt Out

Enable this option if the lead has opted out of email notifications from Zoho CRM.

Skype ID

Enter the Skype ID of the lead

Salutation

Select or map the salutation for the lead valid values: Prof., Ms., -None-, Dr., Mr., Mrs..

Secondary email

Enter another email for the lead.

Twitter

Enter the Twitter handle of the lead.

Street

Enter the street address of the lead.

City

Enter the city of the lead.

State

Enter the state.

Country

Enter the country of the lead.

Description

Enter a description of the lead.

Trigger

Select which trigger should be executed when the new lead is created.

Contacts

Lead Source

Select the source from which the contact is created.

First name

Specify the first name of the contact.

Last name

Specify the last name of the contact. This field is mandatory.

Account Name

Select the account related to the contact.

Vendor Name

Select the vendor related to the contact.

Email

Specify the primary email address of the contact.

Title

Specify the job position of the contact.

Department

Specify the department of the contact.

Phone

Specify the office phone number of the contact.

Home Phone

Specify the home phone number of the contact.

Other Phone

Specify the other phone number of the contact (if any).

Fax

Specify the fax number of the contact.

Mobile

Specify the mobile number of the contact.

Date of Birth

Specify the birthday of the contact to send greetings for a better relationship. List of supported date formats.

Assistant

Specify the name of the contact’s assistant.

Asst Phone

Specify the phone number of the contact's assistant.

Email Opt out

Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Zoho CRM account.

Skype ID

Specify the Skype ID of the contact. Currently a Skype ID can be in the range of 6 to 32 characters.

Salutation

Select the salutation of the contact, such as Mr., Ms, Mrs., or others.

Secondary email

Enter another email for the contact.

Twitter

Enter the Twitter handle of the contact.

Reporting To

Select the person to whom the contact reports.

Mailing Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the primary address of the contact.

Other Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the other address of the contact (if any).

Description

Specify any other details about the contact.

Trigger

Select which trigger should be executed when the new contact is created.

Accounts

Account Owner

Enter the name of the user to whom the account is assigned. The ID can be retrieved, for example, using the List Objects module.

Rating

Select the rating of the account.

Account name

Enter the company name. This field is mandatory.

Phone

Specify the phone number of the account.

Account site

Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.

Fax

Specify the fax number of the account.

Parent account

Enter (map) the parent company name.

Website

Enter the URL of the company's website.

Account number

Specify the reference number for the account. Up to 40 characters are allowed in this field.

Ticker symbol

Enter the ticker symbol of the company.

Account type

Select the type of account from the drop-down list.

Ownership

Select the type of ownership of the company.

Industry

Select the type of industry from the drop-down list.

Employees

Specify the number of employees in the account's company.

Annual revenue

Specify the annual revenue of the account (numeric value).

SIC Code

Specify the Standard Industrial Classification code of the account.

Billing Street

Specify the billing address of the account to send the quotes, invoices, and other agreements.

Shipping Street

Specify the shipping address of the account to deliver the shipment.

Billing City

Specify the billing address of the account to send the quotes, invoices, and other agreements.

Shipping city

Specify the shipping address of the account to deliver the shipment.

Billing State

Specify the billing address of the account to send the quotes, invoices, and other agreements.

Shipping State

Specify the shipping address of the account to deliver the shipment.

Billing Code

Specify the billing address of the account to send the quotes, invoices, and other agreements.

Shipping Code

Specify the shipping address of the account to deliver the shipment.

Billing Country

Specify the billing address of the account to send the quotes, invoices, and other agreements.

Shipping Country

Specify the shipping address of the account to deliver the shipment.

Description

Specify any other details about the account.

Trigger

Select which trigger should be executed when the new lead is created.

Deals

Deal Owner

Enter the ID of the deal owner. The ID can be retrieved, for example, using the List Objects module.

Amount

Enter the amount that can be expected after closing the deal.

Deal name

Specify the name of the deal. This field is mandatory.

Closing Date

Specify or select the expected close date. This field is mandatory. E.g. 03/15/2019. List of supported date formats.

Account name

Enter or map the name of the account to which the deal has to be created. This field is mandatory.

Stage

Select the sales stage from the drop-down list. This field is mandatory.

Type

Select the type of deal (New Business or Existing Business) from the drop-down list.

Probability (%)

Enter the number to specify the probability of closing a deal.

Next step

Specify the next step of the sales process.

Lead Source

Select the lead source from the drop-down list.

Campaign source

Enter the campaign related to the contact.

Contact name

Enter the contact related to the deal.

Description

Specify any other details about the deal.

Trigger

Select which trigger should be executed when the new deal is created.

Products

Product Owner

Enter the name of the user to whom the product is assigned.

Product Name

Specify the name of the product. This field is mandatory.

Product Code

Specify the product identification.

Vendor Name

Enter the name of the vendor.

Product Active

Specify the status of the product.

Manufacturer

Select the name of the product manufacturer.

Product Category

Select the category of the product.

Sales Start Date

Specify the date on which the product sales starts. E.g. 03/15/2019. List of supported date formats.

Sales End Date

Specify the date on which the product sales ends.

Support Start Date

Select the date on which the product support starts. E.g. 03/15/2019. List of supported date formats.

Support End Date

Select the date on which the product support ends. E.g. 03/15/2019. List of supported date formats.

Unit Price

Enter the unit price of the product.

Commission Rate

Specify the commission rate for selling the product.

Tax

Specify the tax component of the products.

Taxable

Specify whether the product is a taxable product or not.

Usage Unit

Select the displayed unit price of the product.

Qty Ordered

Specify the number of units.

Quantity in Stock

Enter the stock quantity.

Reorder Level

Set the reorder level of stock.

Handler

Enter the Zoho CRM user who is handling the product.

Quantity in Demand

Enter the quantity demanded.

Description

Specify any other details about the product.

Trigger

Select which trigger should be executed when the new product is created.

Campaigns

Campaign Owner

Enter the ID or name of the campaign owner. The ID can be retrieved, for example, using the List Objects module.

Type

Select the type of the campaign.

Campaign Name

Specify the name of the campaign.

Status

Select the status of the campaign from the drop-down menu.

Start Date

Specify the date on which the campaign starts. E.g. 03/15/2019. List of supported date formats.

End Date

Specify the date on which the campaign ends. E.g. 03/15/2019. List of supported date formats.

Expected revenue

Specify the revenue expected after launching the campaign.

Budgeted Cost

Specify the planned amount to be spent on the campaign.

Actual Cost

Specify the actual amount spent on the campaign.

Expected Response

Specify the campaign turnout percentage.

Numbers sent

Specify the number of leads/contacts to whom the campaign details have been sent.

Parent Campaign

Enter the name or ID of the parent campaign to create the association between records.

Description

Specify additional details about the campaign.

Trigger

Select which trigger should be executed when the new campaign is created.

Tasks

Task Owner

Enter the ID or name of the task owner. The ID can be retrieved, for example, using the List Objects module.

Subject

Enter the name of the task. This field is mandatory.

Due date

Specify the due date for the task. E.g. 03/15/2019. List of supported date formats.

Contact Name

Enter or map the ID of the related contact.

Related to

Enter or map the ID of the related lead.

Status

Select the status of the task.

Priority

Select the priority of an event from the drop-down list.

Send Notification Email

Select whether to send the notification email to the task owner or not.

Reminder

Enter the date to set the reminder for the task. E.g. 03/15/2019. List of supported date formats.

Description

Specify the details about the task. Max 32000 characters.

Trigger

Select which trigger should be executed when the new task is created.

Events

Title

Specify the name of the event. This field is mandatory.

Subject

Enter the name of the task. This field is mandatory.

Location

Enter the location for the event.

From

Specify the date and time when the event will start. This field is mandatory. List of supported date formats.

All Day

Enable this option when it is an all day event.

To

Specify the date and time when the event will be over. This field is mandatory.

Host

Enter the name of the user to whom the event is assigned.

Contact Name

Enter the name of the related contact.

Description

Enter the details about the event. Max 32000 characters.

Related To

Enter the name of the related lead.

Trigger

Select which trigger should be executed when the new event is created.

Calls

Contact Name

Enter the contact to which the call is related to.

Subject

Specify the subject of the call. This field is mandatory.

Call Type

Choose whether the call is inbound or outbound.

Call Start Time

Enter the call start date and time. List of supported date formats. This field is mandatory.

Call Duration

Specify the duration of the call. List of supported date formats. This field is mandatory.

Description

Specify the details about the call.

Call Result

Enter the call result.

Billable

Select whether the call was billable or not.

Reminder

If the call is scheduled, you can set the reminder before the call.

Trigger

Select which trigger should be executed when the new call is created.

Cases

Case Owner

Select the name of the user to whom the case is assigned.

Status

Select the status of the case from the drop-down list.

Product Name

Enter the product name related to the case.

Priority

Select the priority of the case from the drop-down list.

Type

Select the type of problem. It can be a general question, feature request, or real issue in your product/service.

Case Reason

Select the reason for the case.

Case Origin

Select the source from which the case has been generated. You can select email, phone, or website. If you select email, you must specify the Email ID of the customer.

Subject

Specify the title of the case. This field is mandatory.

Related to

Enter the module related to the case.

Account Name

Select the account related to the case.

Reported By

Displays the name of the contact.

Deal Name

Specify the name of the deal.

Email

Specify the Email ID of the contact.

Phone

Specify the phone number of the customer.

Description

Specify complete details about the case.

Internal comments

Specify any follow-up notes about the case.

Solution

Specify the solution provided.

Trigger

Select which trigger should be executed when the new case is created.

Notes

Note Owner

Enter the note owner.

Note Title

Enter a title for the note.

Note Content

Enter content for the note.

Parent ID

Enter the ID of the object you want to add the note to.

Trigger

Select which trigger should be executed when the new note is created.

Solutions

Solution Owner

Enter the name of the user to whom the solution is assigned.

Solution Title

Specify the subject of the solution. This field is mandatory.

Status

Specify the status of the solution.

Product Name

Enter the product related to the solution.

Question

Enter your question. This field is mandatory.

Answer

Specify solution details. This field is mandatory.

Trigger

Select which trigger should be executed when the new note is created.

Vendors

Vendor Owner

Enter the name of the user to whom the Vendor details are assigned.

Vendor Name

Specify the name of the vendor. This field is mandatory.

Phone

Specify the phone number of the vendor.

Email

Specify the Email ID of the vendor.

Website

Specify the website URL of the vendor.

GL Account

Select the general ledger account.

Category

Specify the category of the vendor.

Vendor Address

  • Street

  • City

  • State

  • Postal Code

  • Country

Specify the address of the vendor.

Description

Specify any other details about the vendor.

Trigger

Select which trigger should be executed when the new solution is created.

Price Books

Price Book Owner

Enter the name of the user to whom the price book is assigned.

Active

Select the Yes option to set the status of the price book as active.

Pricing Model

Select the model of the price book

Description

Specify any other details about the price book.

Pricing Details

Specify the pricing details.

Trigger

Select which trigger should be executed when the new vendor is created.

Quotes

Quote Owner

Enter the name of the user to whom the quote is assigned.

Subject

Specify the name of the quote. This field is mandatory.

Deal Name

Specify the deal to which the quote is related.

Quote Stage

Select the status of the quote.

Valid Until

Specify the date that the quote is valid til after sending to the prospective customer. List of supported date formats.

Contact Name

Specify the contact to which the quote has to be created.

Carrier

Select the name of the carrier manufacturer.

Account Name

Specify the account to which the quote has to be created.

Billing Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the primary address of the contact.

Shipping Address

Specify the shipping address of the contact (if any).

Product Details

Product ID

Enter (map) the product ID.

Quantity

Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount

Enter the discount for the product (as a percentage).

List Price

Select the product list price from the price book or specify the product price. This field is mandatory.

Sub Total

Enter the quote subtotal.

Discount

Enter the discount (as a percentage).

Adjustments

Specify if there are any adjustments, such as discounts, or extra charges etc.

Grand Total

The total amount of the quote.

Terms and Conditions

Specify the terms and conditions that are associated with the quote.

Description

Specify any other details about the quote.

Trigger

Select which trigger should be executed when the new quote is created.

Sales Order Owner

Select the name of the user to whom the sales order is assigned.

Subject

Specify the name of the sales order. This field is mandatory.

Deal Name

Select the potential for which the sales order has to be generated.

Customer No.

Specify the customer identification number (if any).

Purchase Order

Enter the reference purchase order.

Quote Name

Enter the reference quote.

Due Date

Specify the due date for the sales order. E.g. 03/15/2019. List of supported date formats.

Pending

Contact Name

Select the contact for which the sales order has to be generated.

Carrier

Select the carrier’s name that ships the products from your warehouse to the customer site.

Excise Duty

Specify the excise duty for the shipment.

Sales Commission

Specify the commission to the sales person upon closing the deal.

Status

Select the status of the sales order.

Account Name

Specify the account name to which the sales order has to be created. This field is mandatory.

Billing Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the primary address of the contact.

Shipping Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the shipping address of the contact (if any).

Product Details

Product ID

Enter (map) the product ID.

Quantity

Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount

Enter the discount for the product (as a percentage).

List Price

Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

Adjustment

Specify if there are any adjustments, such as discounts, or extra charges etc.

Grand Total

Displays the amount of the selected line item.

Terms and Conditions

Specify the terms and conditions that are associated with the sales order.

Description

Specify any other details about the sales order.

Trigger

Select which trigger should be executed when the new sales order is created.

Purchase Orders

Purchase Order Owner

Select the name of the user to whom the purchase order is assigned.

PO Number

Display the Sales Order ID after creating a case.

Subject

Enter the name of the purchase order. This field is mandatory.

Vendor Name

Enter the name of the vendor.

Requisition Number

Enter the number in which the purchase order is requested.

Tracking Number

Enter the number to track the purchase order.

Contact Name

Enter the contact name to which the invoice has to be created.

Purchase Order Date

Enter the date on which the purchase order is created. E.g. 03/15/2019. List of supported date formats.

Due Date

Specify the due date for the sales order. E.g. 03/15/2019. List of supported date formats.

Carrier

Select the carrier’s name that ships the products from your warehouse to customer site.

Excise Duty

Specify the excise duty for the shipment.

Sales Commission

Specify the commission to the sales person upon closing the deal.

Status

Specify the status of the purchase order.

Billing Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the primary address of the contact.

Shipping Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the shipping address of the contact (if any).

Product Details

Product ID

Enter (map) the product ID.

Quantity

Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount

Enter the discount for the product (as a percentage).

List Price

Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

Adjustment

Specify if there are any adjustments, such as discounts, or extra charges etc.

Grand Total

Displays the amount of the selected line item.

Terms and Conditions

Specify the terms and conditions that are associated with the purchase order.

Description

Specify any other details about the purchase order.

Trigger

Select which trigger should be executed when the new purchase order is created.

Invoices

Invoice Owner

Select the name of the user to whom the invoice is assigned.

Subject

Enter the name of the purchase order. This field is mandatory.

Sales Order

Enter the reference sales order (if any).

Invoice Date

Specify the date on which the invoice was created. E.g. 03/15/2019. List of supported date formats.

Purchase Order

Enter the reference purchase order.

Due Date

Specify the due date for the invoice. E.g. 03/15/2019. List of supported date formats.

Excise Duty

Specify the excise duty for the shipment.

Sales Commission

Specify the commission to the sales person upon closing the deal.

Status

Select the status of the invoice.

Account Name

Specify the account name to which the invoice has to be created. This field is mandatory.

Contact Name

Specify the contact's name to which the invoice has to be created.

Billing Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the primary address of the contact.

Shipping Address

  • Street

  • City

  • State

  • Zip

  • Country

Specify the shipping address of the contact (if any).

Product Details

Product ID

Enter (map) the product ID.

Quantity

Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount

Enter the discount for the product (as a percentage).

List Price

Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

Adjustment

Specify if there are any adjustments, such as discounts, or extra charges etc.

Grand Total

Displays the amount of the selected products.

Terms and Conditions

Specify the terms and conditions that are associated with the purchase order.

Description

Specify any other details about the invoice.

Trigger

Select which trigger should be executed when the new invoice is created.

Deletes a selected object.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the type of module you want to delete.

Object ID

Enter or map the ID of the object you want to delete. The ID can be retrieved, for example, using the List Objects module.

Retrieves details on selected object.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the type of module you want to retrieve information about.

Object ID

Enter or map the ID of the object you want to retrieve information about. The ID can be retrieved, for example, using the List Objects module.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the type of module you want to retrieve information about.

Object ID

Enter or map the ID of the object you want to update. The ID can be retrieved, for example, using the List Objects module.

Please find the fields' descriptions in the Create Object section above.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your Zoho CRM account.

URL

Enter a path relative to https://{API_URL}/crm/v2/. E.g. Leads/2063212000000134765

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example

Search leads by a phone API call:

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  1. Insert the Zoho CRM > Make an API call module in your scenario.

  2. Find the API endpoint you would like to call in the Zoho CRM API documentation, section "REST API" in the left side menu - e.g. Get users.

  3. Check out the endpoint's required scopes in the Scope section:

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    If the endpoint requires different scope(s) from these two:

    ZohoCRM.settings.

    ALLZohoCRM.modules.ALL

    then create a new connection and add all the required scope(s) in the Scope field:

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  4. Configure the module's configuration to call the Get Users endpoint:

    zoho-crm-7.png

    URL

    users

    Method

    GET

  5. Execute the scenario.

  6. Click the bubble above the module to verify the module's output:

    zoho-crm-8.png

Uploads an attachment to a record.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the module you want to upload the attachment to.

Object ID

Enter or map the ID of the object. Object ID can be retrieved, for example, using the Search Objects module.

Source file

Enter or map the file name and file data. For more details refer to the Working with files article.

Retrieves the field details of a selected module.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the module whose fields you want to retrieve.

Retrieves a list of all the modules from your ZOHO CRM account.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the module whose objects you want to retrieve.

Limit

Maximum number of objects Make will work with during one execution cycle.

Searches for records using a specified filter.

Connection

Establish a connection to your Zoho CRM account.

Module

Select the module you want to search for records.

Filter

Set the filter for the search.

Set filter values. You can also use the logical operator AND in order to narrow your search.

Email

Enter the email you want to search the record by.

Approved records

Select the approval status of the searched records.

Limit

Maximum number of records Make will work with during one execution cycle.

Troubleshooting

  1. Log into your Zoho account.

  2. Click on your user icon in the top-right corner and open the My Account settings.

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  3. Click on the Active Sessions tile.

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  4. Open the Connected Apps list.

  5. Remove the desired app by clicking the trash bin icon in the Action column.

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Zoho CRM doesn't allow for creating more accounts in the “offline" mode. If you get the AUTHENTICATION_FAILURE error when creating accounts, you have to delete old accounts.

Open Zoho Accounts -> Sessions ->Connected Apps and delete the Make app.

Create your Custom Zoho CRM Connection ( If you're having an issue connecting with your Zoho origin follow the mentioned workarounds)

Step 1 - Navigate to Zoho API Console Page here and Create your Zoho Developer Account

On the top right side click Add Client. If you've already created the client, select the existing one.

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Step 2 -After you've clicked on it, you will see an option to fill out the name, URL, and redirect URL. Fill them out as follows.

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You may rename it in any way you like.

Name - Make

Home Page - https://make.com 

Redirect URL - https://www.integromat.com/oauth/cb/zohocrm2

Step 3 - Navigate to the Settings Page and configure the country that you will work on.

Please note, you do not need to configure this option for your country of origin. For example, if you've opened this account from India, you will see .com/.au/.eu options by default. .in will be enabled and you won't have any option to select the country.

zoho-crm-3.png

Step 4 - Now Navigate to Client Secret Page where you'll find the Client ID and Client Secret.

Create a new Make scenario with the Zoho CRM module. Create a new connection, click Show advanced options, and paste the client ID and secret to their respective fields. Choose your account origin and click the Add a connection button.

Here is a small clip of the process -

zoho-crm-4.gif