# 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

Lead
  • Create a new lead
  • Delete a lead
  • Get data of a lead
  • Get data of all leads
  • Get the fields' metadata
  • Update a lead

# 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.