Zoho CRM
Prev  CRM and Sales tools  Next

Zoho CRM

With the Zoho CRM modules in {{Make}}, you can:

To get started with Zoho CRM, create an account at zoho.com.

Connect Zoho CRM to {{Make}}
[Warning] Warning

If there is more than one connection created, the Zoho CRM modules will not work!

To connect your Zoho CRM account:

  1. Log in to your {{Make}} account, add a Zoho CRM module scenario, and click the Add button next to the Connection field.

    msedge_gjVa66DSVT.gif

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: In the Domain field, select the applicable domain to your account.

  4. Optional: Click Show Advanced Settings and enter the client credentials from your own app.

  5. Confirm the access by clicking Accept.

    61d6bf1d0d53d.png

You have successfully established the connection. You can now edit Make and add more Zoho CRM modules. If your connection needs reauthorization, follow the connection renewal steps here.

Create your custom app and client credentials

To create your own app:

  1. Log in to your Zoho Developer account.

  2. Click ADD CLIENT and choose a client type.

    bigin-zoho-crm-5.png

  3. Enter the app detail as described below and click CREATE.

    bigin-zoho-crm-8.png

    Client Name

    Enter the application name you want to register with Zoho.

    Homepage URL

    Enter the homepage URL, for example, https://www.make.com/en.

    Redirect URI

    Add, https://www.integromat.com/oauth/cb/zohocrm2

  4. Copy the Client ID and Client Secret to a safe place.

    bigin-zoho-crm-7.png

You have successfully retrieved the client credentials.

Modules

You can list modules using the following module.

List Modules

Lists all available modules.

Fields

You can list fields using the following module.

List Fields

Lists all available fields for module.

Users

You can add, search, and delete users using the following modules.

Add Users

Adds a new user.

For field descriptions, see the Zoho CRM User API reference.

Search Users

Searches for users or lists them all.

For field descriptions, see the Zoho CRM User API reference

Delete a User

Deletes an existing user.

For field descriptions, see the Zoho CRM User API reference

Objects

You can watch, create, update, search, retrieve, list, and delete objects using the following modules.

Watch Objects

Retrieves information about a newly created or updated object.

[Note] 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.
61d6bf1e11be6.png

Connection

Establish a connection to your Zoho CRM account.

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.

[Note] Note

By 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.
Create an Object

Creates a new object.

For Modules Fields reference, see help.zoho.com/portal/kb/articles/standard-modules-fields.

Delete an Object

Deletes an existing object by its ID and object.

Get an Object

Returns info about an object.

Update an Object

Updates an existing object.

Please find the fields' descriptions in the Create Object section above.

List Objects

List all available objects.

Search Objects

Searches for objects.

Leads

You can upsert a lead using the following module.

Upsert a Lead

Upserts a lead.

For the field descriptions, see the Zoho CRM API reference.

Related Records

You can update, list, and delete related records using the following modules.

Update a Related Record

Updates a related record.

For the field descriptions, see the Zoho CRM API reference.

List Related Record

Lists related records data.

For the field descriptions, see the Zoho CRM API reference.

Delete a Related Record

Deletes a related record.

For the field descriptions, see the Zoho CRM API reference.

Tags

You can add, remove, create, update, search, and delete tags using the following modules.

Add a Tag to a Record

Adds an existing or a new tag to a record.

For the field descriptions, see Zoho CRM API Tag reference.

Remove a Tag from a Record

Removes a tag from an existing record.

For the field descriptions, see Zoho CRM API Tag reference.

Create a Tag

Create a new tag.

For the field descriptions, see Zoho CRM API Tag reference.

Update a Tag

Updates an existing tag.

For the field descriptions, see Zoho CRM API Tag reference.

Search Tags

Searches for tags or lists them all.

For the field descriptions, see Zoho CRM API Tag reference.

Delete a Tag

Deletes an existing tag.

For the field descriptions, see Zoho CRM API Tag reference.

Attachments

You can upload and download attachments using the following modules.

Upload an Attachment

Uploads an attachment to a record.

Download an Attachment

Downloads an attachment of an object.

For the field descriptions, see the Zoho CRM API reference.

Photos

You can upload photos using the following module.

Upload a Photo

Uploads a new photo.

Make an API Call

Allows you to perform a custom API call.

Step by step guide to call APIs

  1. Insert the Zoho CRM > Make an API call module in your scenario.

  2. 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.

  3. Check out the endpoint's required scopes in the Scope section:

    zoho-crm-5.png

    If the endpoint requires different scope(s) from these two:

    ZohoCRM.settings.

    ALLZohoCRM.modules.ALL

    then create a new connection and add all the required scope(s) in the Scope field:

    zoho-crm-6.png

  4. Configure the module's configuration to call the Get Users endpoint:

    zoho-crm-7.png

    URL

    users

    Method

    GET

  5. Execute the scenario.

  6. Click the bubble above the module to verify the module's output:

    zoho-crm-8.png
Troubleshooting
How To Remove the {{Make}} App Token from the Zoho Account

  1. Log into your Zoho account.

  2. Click on your user icon in the top-right corner and open the My Account settings.

    61d6bf203fa9b.gif

  3. Click on the Active Sessions tile.

    61d6bf22bcc87.png

  4. Open the Connected Apps list.

  5. Remove the desired app by clicking the trash bin icon in the Action column.

    61d6bf240af48.gif
Error AUTHENTICATION_FAILURE

Zoho CRM doesn't allow for creating more accounts in the “offline" mode. If you get the AUTHENTICATION_FAILURE error when creating accounts, you have to delete old accounts.

Open Zoho Accounts -> Sessions ->Connected Apps and delete the {{Make}} app.

Create your Custom Zoho CRM Connection ( If you're having an issue connecting with your Zoho origin follow the mentioned workarounds)

Step 1 - Navigate to Zoho API Console Page here and Create your Zoho Developer Account

On the top right side click Add Client. If you've already created the client, select the existing one.

zoho-crm-1.png

Step 2 -After you've clicked on it, you will see an option to fill out the name, URL, and redirect URL. Fill them out as follows.

zoho-crm-2.png

You may rename it in any way you like.

Name - {{Make}}

Home Page - https://make.com 

Redirect URL - https://www.integromat.com/oauth/cb/zohocrm2

Step 3 - Navigate to the Settings Page and configure the country that you will work on.

Please note, you do not need to configure this option for your country of origin. For example, if you've opened this account from India, you will see .com/.au/.eu options by default. .in will be enabled and you won't have any option to select the country.

zoho-crm-3.png

Step 4 - Now Navigate to Client Secret Page where you'll find the Client ID and Client Secret.

Create a new {{Make}} scenario with the Zoho CRM module. Create a new connection, click Show advanced options, and paste the client ID and secret to their respective fields. Choose your account origin and click the Add a connection button.

Here is a small clip of the process -

zoho-crm-4.gif
Prev  Up  Next
Zendesk Sunshine  Home  Zoho Inventory