Zoho CRM
With Zoho CRM modules in Make, you can list modules and fields, manage users, objects, related records, tags, and attachments, upsert leads, and upload photos in your Zoho CRM account.
To use the Zoho CRM modules, you must have a Zoho CRM account. You can create an account at zoho.com.
Refer to the Zoho CRM API documentation for a list of available endpoints.
Connect Zoho CRM to Make
Warning
If you have more then one connection created to your Zoho CRM account, the Zoho CRM modules will not work.
To establish the connection:
Log in to your Make account, add a Zoho CRM module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Domain field, select the applicable domain for your account.
Optional: Click Show Advanced Settings and enter your custom app client credentials or manually add scopes. You must have a Zoho developer account to create custom apps. For more information, refer to the Zoho CRM Register your Application guide.
If requested, use the following Redirect URI when creating your custom app:
https://www.integromat.com/oauth/cb/zohocrm2.Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Zoho CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Zoho CRM Scenarios
Modules
Lists all available modules.
Fields
Lists all available fields for module.
Users
Adds a new user.
For field descriptions, see the Zoho CRM User API reference.
Searches for users or lists them all.
For field descriptions, see the Zoho CRM User API reference
Deletes an existing user.
For field descriptions, see the Zoho CRM User API reference
Objects
Retrieves information about a newly created or updated object.
Note
If the error Cannot read property '__itemId' is returned, it means that the fields Created time and/or Updated time have been removed before. You must add them again to your modules. Go to Setup - Customization - Modules and Fields - //ModuleType// and Add a field Created_time and Updated_time.
Connection | |
Module | Zoho CRM has standard modules such as Leads, Accounts, Contacts, Deals, Forecasts, Activities, etc. Select the type of module you want to watch for changes and the fields. NoteBy default, the field returns to 50 fields in the response, depending on the number of fields that are in the object. If the object has more than 50 fields, you can select the fields you need in the response. The limit is 47 fields, since the Object ID, Created Time, and Modified Time fields are mandatory for this module to work. This is a limitation of the Zoho CRM API. |
Sort by | Select whether you want to sort retrieved objects by the created or modified time. |
Limit | Set the maximum number of objects Make will return during one execution cycle. |
Creates a new object.
For Modules Fields reference, see help.zoho.com/portal/kb/articles/standard-modules-fields.
Deletes an existing object by its ID and object.
Returns info about an object.
Updates an existing object.
Please find the fields' descriptions in the Create Object section above.
List all available objects.
Searches for objects.
Leads
Upserts a lead.
For the field descriptions, see the Zoho CRM API reference.
Tags
Adds an existing or a new tag to a record.
For the field descriptions, see Zoho CRM API Tag reference.
Removes a tag from an existing record.
For the field descriptions, see Zoho CRM API Tag reference.
Create a new tag.
For the field descriptions, see Zoho CRM API Tag reference.
Updates an existing tag.
For the field descriptions, see Zoho CRM API Tag reference.
Searches for tags or lists them all.
For the field descriptions, see Zoho CRM API Tag reference.
Deletes an existing tag.
For the field descriptions, see Zoho CRM API Tag reference.
Uploads an attachment to a record.
Downloads an attachment of an object.
For the field descriptions, see the Zoho CRM API reference.
Photos
Uploads a new photo.
Make an API Call
Insert the Zoho CRM > Make an API call module in your scenario.
Find the API endpoint you would like to call in the Zoho CRM API documentation, section "REST API" in the left side menu - e.g. Get users.
Check out the endpoint's required scopes in the Scope section:
If the endpoint requires different scope(s) from these two:
ZohoCRM.settings.ALLZohoCRM.modules.ALLthen create a new connection and add all the required scope(s) in the Scope field:
Configure the module's configuration to call the Get Users endpoint:
URL
users
Method
GET
Execute the scenario.
Click the bubble above the module to verify the module's output:
Troubleshooting
Log into your Zoho Accounts dashboard.
In the left sidebar, click on Sessions > Connected Apps.
Hover over the app you would like to disconnect and click on Revoke Access > Yes, Proceed.
You have successfully removed the Make app.
Zoho CRM does not allow for creating additional accounts in the “offline" mode. If you receive the AUTHENTICATION_FAILURE error when creating accounts, you must delete old accounts and create a new custom app client in a Zoho CRM developer account.
Remove the Make app following the instructions listed in the section above.
Log in to or create a developer account in the Zoho Developer Console.
Create a new custom app client as detailed in the Zoho CRM Register your Application guide.
Use the following Redirect URI:
https://www.integromat.com/oauth/cb/zohocrm2.Establish a connection in Make using your Client ID and Client Secret from the custom app client created in Step 3.