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Zoho CRM Custom

Consume Zoho CRM API

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Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Account resource and the Create operation, this node enables you to create new account records in your Zoho CRM instance. This is useful for automating the addition of new companies or organizations into your CRM as part of a workflow, such as when onboarding new clients, syncing data from other systems, or batch-importing accounts.

Practical examples:

  • Automatically add a new company to Zoho CRM when a lead is converted.
  • Sync new customer accounts from an e-commerce platform to Zoho CRM.
  • Batch-create accounts from a spreadsheet or another database.

Properties

Name Type Meaning
Account Name String (text) The name of the account (company/organization). Required.
Additional Fields Collection Optional fields to further specify account details. Includes all fields below.
└ Account Number String (text) Unique identifier for the account.
└ Account Site String (text) Name of the account’s location (e.g., Headquarters, London).
└ Account Type Name or ID Options The type of account. Select from list or provide an ID.
└ Annual Revenue Number The annual revenue of the account.
└ Billing Address Fixed Collection Structured billing address fields (Street, City, State, Country, Zip Code).
└ Contact Details String (text) General contact information for the account.
└ Currency Options Currency symbol for revenue (default: USD).
└ Custom Fields Fixed Collection Set custom field values by Field ID and Value.
└ Description String (text) Description or notes about the account.
└ Employees Number Number of employees in the company.
└ Exchange Rate Number Exchange rate of the default currency to home currency.
└ Fax String (text) Fax number for the account.
└ Industry String (text) Industry sector of the account.
└ Phone String (text) Main phone number for the account.
└ Shipping Address Fixed Collection Structured shipping address fields (Street, City, State, Country, Zip Code).
└ Ticker Symbol String (text) Stock ticker symbol for the account.
└ Website String (text) Website URL of the account.

Output

  • The output is a JSON object representing the newly created account in Zoho CRM.
  • The structure of the output will include all standard and custom fields returned by Zoho CRM for the account, including the unique account ID and any fields you set during creation.
  • Example output (structure may vary depending on Zoho CRM configuration):
{
  "id": "1234567890",
  "Account_Name": "Acme Corporation",
  "Account_Number": "ACME-001",
  "Account_Site": "Headquarters",
  "Industry": "Manufacturing",
  "Phone": "+1-555-1234",
  "Website": "https://acme.com",
  "Billing_Street": "123 Main St",
  "Billing_City": "Metropolis",
  "Billing_State": "NY",
  "Billing_Country": "USA",
  "Billing_Code": "10001",
  "Shipping_Street": "123 Main St",
  "Shipping_City": "Metropolis",
  "Shipping_State": "NY",
  "Shipping_Country": "USA",
  "Shipping_Code": "10001",
  "Currency": "USD",
  "Annual_Revenue": 5000000,
  "Employees": 200,
  "Description": "Key client",
  "Custom_Field_1": "Value",
  ...
}
  • If binary data is ever returned (not typical for this operation), it would represent file attachments or similar content.

Dependencies

  • External Service: Requires access to a Zoho CRM account.
  • API Credentials: You must configure OAuth2 credentials for Zoho CRM in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure that the Zoho CRM credential is set up in your n8n instance.

Troubleshooting

Common Issues:

  • Missing Required Field: If "Account Name" is not provided, the node will throw an error indicating a required parameter is missing.
  • Invalid Credentials: If OAuth2 credentials are not configured or have expired, authentication errors will occur.
  • Field Validation Errors: If you provide invalid data types (e.g., text instead of number), Zoho CRM may reject the request and return an error message.
  • Custom Field IDs: When setting custom fields, ensure you use valid Field IDs as defined in your Zoho CRM instance.

Error Messages & Resolutions:

  • "Required parameter 'Account Name' is missing": Make sure to fill in the Account Name property.
  • "Invalid value for field X": Check the data type and allowed values for the field in Zoho CRM.
  • "Authentication failed": Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.

Links and References

Discussion