Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to create or update (upsert) Account records in Zoho CRM. When using the "Account" resource with the "Create or Update" (upsert) operation, the node checks if an account with the specified name exists:

If it exists, the record is updated.
If it does not exist, a new account is created.

This is useful for workflows that need to synchronize account data between systems, avoid duplicate accounts, or ensure that account information in Zoho CRM is always up-to-date.
Example use cases:

Syncing customer data from another system into Zoho CRM.
Automatically updating account details when changes are detected elsewhere.
Creating new accounts only if they do not already exist.

Properties

Name	Type	Meaning
Account Name	String	Name of the account. If a record with this account name exists, it will be updated; otherwise, a new one will be created.
Additional Fields	Collection	Optional fields to further specify account details. See below for subfields.

Additional Fields (subfields):

Name	Type	Meaning
Account Number	String	Unique identifier for the account.
Account Site	String	Name of the account’s location (e.g., Headquarters, London).
Account Type Name or ID	Options	The type of account. Can select from list or provide an ID.
Annual Revenue	Number	Annual revenue of the account.
Billing Address	Fixed Collection	Billing address details (Street, City, State, Country, Zip Code).
Contact Details	String	Contact information for the account.
Currency	Options	Currency symbol for revenue (e.g., USD, EUR, etc.).
Custom Fields	Fixed Collection	Set custom field values by Field ID and Value.
Description	String	Description of the account.
Employees	Number	Number of employees in the company.
Exchange Rate	Number	Exchange rate of the default currency to the home currency.
Fax	String	Fax number.
Industry	String	Industry sector of the account.
Phone	String	Phone number.
Shipping Address	Fixed Collection	Shipping address details (Street, City, State, Country, Zip Code).
Ticker Symbol	String	Stock ticker symbol.
Website	String	Website URL.

Output

The output is a JSON object containing the details of the created or updated account as returned by the Zoho CRM API.
The structure typically includes all standard and custom fields of the account, such as id, Account_Name, and any additional fields provided.
Example output:

{
  "id": "1234567890",
  "Account_Name": "Acme Corp",
  "Account_Number": "AC-001",
  "Industry": "Manufacturing",
  "Phone": "+1-555-1234",
  ...
}

All fields present in the response from Zoho CRM will be included.

Dependencies

External Service: Requires access to Zoho CRM via its API.
Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
n8n Configuration: No special environment variables required beyond credential setup.

Troubleshooting

Common Issues:

Missing Required Fields: If "Account Name" is not provided, the node will fail.
Invalid Credentials: If Zoho OAuth2 credentials are missing or expired, authentication errors will occur.
Field Validation Errors: Providing invalid data types or values (e.g., text in a number field) may cause Zoho CRM to reject the request.
Custom Field IDs: If specifying custom fields, ensure the correct Field ID is used.

Error Messages:

"Required parameter missing": Ensure all required fields, especially "Account Name", are filled.
"Invalid value for field ...": Check the data type and allowed values for the field.
"Authentication failed": Reconnect or refresh your Zoho OAuth2 credentials in n8n.