# Zoho CRM

Zoho CRM (opens new window) is an online Sales CRM software that manages sales, marketing and support.

🔑 Credentials

You can find authentication information for this node here.

# Basic Operations


Account
  • Create an account
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete an account
  • Get an account
  • Get all accounts
  • Update an account
Contact
  • Create a contact
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a contact
  • Get a contact
  • Get all contacts
  • Update a contact
Deal
  • Create a deal
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a contact
  • Get a contact
  • Get all contacts
  • Update a contact
Invoice
  • Create an invoice
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete an invoice
  • Get an invoice
  • Get all invoices
  • Update an invoice
Lead
  • Create a lead
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a lead
  • Get a lead
  • Get all leads
  • Get lead fields
  • Update a lead
Product
  • Create a product
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a product
  • Get a product
  • Get all products
  • Update a product
Purchase Order
  • Create a purchase order
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a purchase order
  • Get a purchase order
  • Get all purchase orders
  • Update a purchase order
Quote
  • Create a quote
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a quote
  • Get a quote
  • Get all quotes
  • Update a quote
Sales Order
  • Create a sales order
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a sales order
  • Get a sales order
  • Get all sales orders
  • Update a sales order
Vendor
  • Create a vendor
  • Create a new record, or update the current one if it already exists (upsert)
  • Delete a vendor
  • Get a vendor
  • Get all vendors
  • Update a vendor

# Example Usage

This workflow allows you to get the data of all leads from Zoho CRM. You can also find the workflow (opens new window) on the website. This example usage workflow would use the following two nodes.

The final workflow should look like the following image.

A workflow with the Zoho CRM node

# 1. Start node

The start node exists by default when you create a new workflow.

# 2. Zoho CRM node

  1. First of all, you'll have to enter credentials for the Zoho CRM node. You can find out how to do that here.
  2. Select the 'Get All' option from the Operation dropdown list.
  3. Click on Execute Node to run the workflow.