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ZohoCRM

The ZohoCRM node enables your applications to interact with the Zoho CRM API, allowing you to automate lead, contact, deal, task, and account management. This guide will help you authenticate and perform various operations within your Zoho CRM account.

Getting Started​

Before using the ZohoCRM node, you'll need to complete a few setup steps.

Prerequisites​

  • Zoho CRM Account: You must have an active Zoho CRM account. Sign up at Zoho CRM if you haven't already.
  • OAuth 2.0 Setup: Register an app in Zoho Developer Console and generate OAuth credentials. See Zoho CRM OAuth Guide.

Supported Authentication Methods​

The ZohoCRM node supports the following authentication methods:

  • OAuth 2.0: Use OAuth 2.0 for secure, token-based access to your Zoho CRM data.

Basic Operations​

Here are some of the basic operations you can perform with the ZohoCRM node:

Leads​

  • Create a Lead: Create a new lead in your CRM.
  • Update a Lead: Update the details of an existing lead.
  • Get Lead Details: Retrieve information about a specific lead.
  • List Leads: Retrieve a list of all leads.
  • Delete a Lead: Delete a lead from your CRM.

Deals​

  • Create a Deal: Create a new deal.
  • Get Deal List: Retrieve a list of all deals.
  • Get a Deal: Retrieve details of a specific deal.
  • Update a Deal: Update the details of an existing deal.
  • Delete a Deal: Delete a deal.
  • Track Deal Stages: Track the stages a deal goes through.

Contacts​

  • Create a Contact: Create a new contact.
  • Get Contact List: Retrieve a list of all contacts.
  • Get a Contact: Retrieve information about a specific contact.
  • Update a Contact: Update an existing contact.
  • Delete a Contact: Delete a contact.

Accounts​

  • Create an Account: Create a new account.
  • Get Account List: Retrieve a list of all accounts.
  • Get an Account: Retrieve information about a specific account.
  • Update an Account: Update an existing account.
  • Delete an Account: Delete an account.

Calls​

  • Create a Call: Log a new call activity.
  • Get Call List: Retrieve a list of all calls.
  • Get a Call: Retrieve details of a specific call.
  • Update a Call: Update an existing call.
  • Delete a Call: Delete a call.

Campaigns​

  • Create a Campaign: Create a new marketing campaign.
  • Get Campaign List: Retrieve a list of all campaigns.
  • Get a Campaign: Retrieve details of a specific campaign.
  • Update a Campaign: Update an existing campaign.
  • Delete a Campaign: Delete a campaign.

Events​

  • Create an Event: Create a new calendar event.
  • Get Event List: Retrieve a list of all events.
  • Get an Event: Retrieve details of a specific event.
  • Update an Event: Update the details of an event.
  • Delete an Event: Delete an event.

Notes​

  • Add a Note: Create a new note for a module (e.g., lead, contact).
  • Get Note List: Retrieve a list of all notes.
  • Get a Note: Retrieve details of a specific note.
  • Update a Note: Update the content of an existing note.
  • Delete a Note: Delete a note.

Tasks​

  • Create a Task: Create a new task.
  • Get Task List: Retrieve a list of all tasks.
  • Get a Task: Retrieve details of a specific task.
  • Update a Task: Update the details of a task.
  • Delete a Task: Delete a task.

Conclusion​

The ZohoCRM node is a powerful tool for integrating customer relationship management into your workflows. By following the steps outlined in this guide, you can securely authenticate and automate core CRM tasks such as managing leads, contacts, and deals with ease.