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Zoho CRM Custom

Consume Zoho CRM API

Actions62

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 Update operation, this node updates an existing account in your Zoho CRM system with new or modified information. This is useful for automating workflows where account details need to be kept up-to-date based on changes from other systems or user input.

Practical scenarios:

  • Automatically updating account records when customer data changes in another system.
  • Enriching account information with additional fields after a sales process.
  • Bulk-updating accounts as part of a data migration or cleanup workflow.

Properties

Name Type Meaning
Account ID String ID of the account to update. Can be found at the end of the URL in Zoho CRM. (Required)
Update Fields Collection A set of fields to update on the account. See below for available sub-fields.

Update Fields collection options:

  • Account Name (String): The name of the account.
  • Account Number (String): The account's unique number.
  • Account Site (String): Name of the account’s location, e.g., Headquarters or London.
  • Account Type Name or ID (Options): The type of account; select from list or specify 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 will be a JSON object containing the details of the updated account as returned by the Zoho CRM API. The structure typically includes all standard and custom fields of the account, reflecting their new values after the update.

Example output:

{
  "id": "1234567890",
  "Account_Name": "Acme Corporation",
  "Account_Number": "ACME-001",
  "Account_Site": "Headquarters",
  "Account_Type": "Customer",
  "Annual_Revenue": 1000000,
  "Billing_Street": "123 Main St",
  "Billing_City": "New York",
  "Billing_State": "NY",
  "Billing_Country": "USA",
  "Billing_Code": "10001",
  "Contact_Details": "John Doe",
  "Currency": "USD",
  "Description": "Updated account info",
  "Employees": 500,
  "Exchange_Rate": 1,
  "Fax": "555-1234",
  "Industry": "Technology",
  "Phone": "555-5678",
  "Shipping_Street": "123 Main St",
  "Shipping_City": "New York",
  "Shipping_State": "NY",
  "Shipping_Country": "USA",
  "Shipping_Code": "10001",
  "Ticker_Symbol": "ACME",
  "Website": "https://acme.com",
  "Custom_Field_1": "Value",
  "...": "..."
}

Note: The actual fields depend on your Zoho CRM configuration and which fields you update.

Dependencies

  • Zoho CRM account with appropriate permissions to update accounts.
  • OAuth2 credentials configured in n8n under the name zohoOAuth2Api.
  • No additional environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Missing or invalid Account ID: If the provided Account ID does not exist or is incorrect, the node will throw an error indicating that the record was not found.
  • Empty update fields: If no fields are provided in "Update Fields", the node will throw an error to prevent empty updates.
  • Insufficient permissions: If the OAuth2 credentials do not have permission to update accounts, the API will return an authorization error.
  • Field validation errors: If you provide invalid data types or values for certain fields (e.g., text in a number field), Zoho CRM may reject the request with a descriptive error message.

Error messages and resolutions:

  • "No fields to update": Ensure you provide at least one field in "Update Fields".
  • "Record not found": Double-check the Account ID.
  • "Permission denied": Verify your Zoho CRM user's permissions and OAuth2 setup.
  • "Invalid value for field X": Check the data type and allowed values for the field in question.

Links and References

Discussion