ZohoCRM
Use the CRM connector to manage leads, deals, contacts, and accounts within your CRM platform. This connector allows you to perform a variety of operations, from creating new entries to updating and deleting them.
To start, you may need to set up API credentials for authentication with your CRM platform. Refer to the platform's documentation for detailed setup instructions.
Prerequisites
To use the CRM connector, ensure you have an account on your CRM platform. Authentication is required to perform any operation.
Supported Authentication Methods
- OAuth 2.0
Basic Operations
Leads
- Create a Lead
Creates a new lead in your CRM. - Update a Lead
Updates the details of an existing lead. - Get Lead Details
Retrieves information about a specific lead. - List Leads
Retrieves a list of all leads. - Delete a Lead
Deletes a lead from your CRM.
Deals
- Create a Deal
Creates a new deal. - Get Deal List
Retrieves a list of all deals. - Get a Deal
Retrieves details of a specific deal. - Update a Deal
Updates the details of an existing deal. - Delete a Deal
Deletes a deal. - Track Deal Stages
Tracks the stages a deal goes through.
Contacts
- Create a Contact
Creates a new contact. - Get Details of the Contact List
Retrieves a list of all contacts. - Get a Contact
Retrieves information about a specific contact. - Update a Contact
Updates an existing contact. - Delete a Contact
Deletes a contact.
Accounts
- Create an Account
Creates a new account. - Get Account List
Retrieves a list of all accounts. - Get an Account
Retrieves information about a specific account. - Update an Account
Updates an existing account. - Delete an Account
Deletes an account.
Usage Guide
To use these operations effectively:
- Ensure you have the necessary API credentials.
- Refer to your CRM platform's API documentation for any required fields and permissions.
- Use the appropriate operation for each action within your CRM workflow.