Zoho CRM
Integrating your application with Zoho CRM enhances customer relationship management by streamlining lead management, sales pipelines, and automation workflows in one centralized platform. Zoho CRM helps teams automate personalized customer interactions, manage contacts and deals, and maintain sales transparency with improved efficiency.
Authentication:
Integrating your application to Zoho CRM enables seamless lead capture, pipeline tracking, and intelligent sales automation workflows. Before you begin, ensure you have the following information:
Connection Name : Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppZohoCRMIntegration".
Account URL : Enter the account_url of your Zoho CRM instance. eg: https://accounts.zoho.in for India, https://accounts.zoho.com for US, etc.
OAuth Based:
Register your application with Zoho's Developer Console to get your Client ID and Client secret.
Visit Zoho Developer Console and click on Add Client.
Select Server-based applications.
Fill in the required details to complete the registration.
Upon successful registration, you'll receive Client ID and Client secret.
Use these credentials for further authentication purposes.
ACTIONS :
Action Name | Description |
| Creates an account in Zoho CRM |
| Creates a campaign in Zoho CRM |
| Creates a contact in Zoho CRM |
| Creates a deal in Zoho CRM |
| Create invoice in Zoho CRM |
| Creates a lead in Zoho CRM |
| Create vendor in Zoho CRM |
| Delete a standard object in Zoho CRM |
| Gets an account by ID from Zoho CRM |
| Gets a campaign by ID from Zoho CRM |
| Gets a contact by ID from Zoho CRM |
| Gets a deal by ID from Zoho CRM |
| Gets a invoice by ID from Zoho CRM |
| Gets a lead by ID from Zoho CRM |
| Gets a product by ID from Zoho CRM |
| Gets a purchase order by ID from Zoho CRM |
| Gets a sales order by ID from Zoho CRM |
| Gets a vendor by ID from Zoho CRM |
| Lists accounts from Zoho CRM |
| Lists campaigns from Zoho CRM |
| Lists contacts from Zoho CRM |
| Lists deals from Zoho CRM |
| Lists invoices from Zoho CRM |
| Lists leads from Zoho CRM |
| Lists products from Zoho CRM |
| Lists purchase orders from Zoho CRM |
| Lists sales orders from Zoho CRM |
| Lists users from Zoho CRM |
| Lists from Zoho CRM |
| Searches for an account in Zoho CRM |
| Searches for a campaign in Zoho CRM |
| Searches for a contact in Zoho CRM |
| Searches for a deal in Zoho CRM |
| Searches for a invoice in Zoho CRM |
| Searches for a lead in Zoho CRM |
| Searches for a product in Zoho CRM |
| Searches for a purchase order in Zoho CRM |
| Search sales orders from Zoho CRM |
| Search vendors from Zoho CRM |
| Updates an account in Zoho CRM |
| Updates a campaign in Zoho CRM |
| Updates a contact in Zoho CRM |
| Updates a deal in Zoho CRM |
| Updates a lead in Zoho CRM |
TRIGGERS :
Trigger Name | Description |
| Triggers on creation of a new account in Zoho CRM |
| Triggers on a new call in Zoho CRM |
| Triggers on creation of a new contact in Zoho CRM |
| Triggers on creation of a new deal in Zoho CRM |
| Triggers on creation of a new lead in Zoho CRM |
| Triggers on creation or updating of an account in Zoho CRM |
| Triggers on creation or updating a deal in Zoho CRM |
| Triggers on creation or updating a lead in Zoho CRM |