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 configured with the Resource: Contact and Operation: Create, this node enables you to create new contact records in your Zoho CRM account. This is useful for automating the addition of leads or customers collected from forms, other databases, or integrated systems directly into your CRM.

Practical examples:

Automatically add new website signups as contacts in Zoho CRM.
Sync contacts from another system (e.g., Google Contacts, a marketing platform) into Zoho CRM.
Enrich CRM data by programmatically creating contacts with custom fields and detailed information.

Properties

Name	Type	Meaning
Last Name	string	The last name of the contact. This is a required field for creating a contact in Zoho CRM.
Additional Fields	collection	Optional extra fields to set on the contact. See below for details.

Additional Fields may include:

Assistant (string): Name of the contact’s assistant.
Custom Fields (collection): Set values for custom fields defined in your Zoho CRM instance.
- Field ID (options): Select a custom field to set.
- Value (string): Value to assign to the custom field.
Date of Birth (dateTime): Contact's date of birth.
Department (string): Department the contact belongs to.
Description (string): Free-form description.
Email (Primary) (string): Primary email address.
Email (Secondary) (string): Secondary email address.
Fax (string): Fax number.
First Name (string): First name of the contact.
Full Name (string): Full name of the contact.
Mailing Address (collection): Mailing address details (street, city, state, country, zip).
Mobile (string): Mobile phone number.
Other Address (collection): Other address details (street, city, state, zip).
Phone (string): Main phone number.
Phone (Assistant) (string): Assistant’s phone number.
Phone (Home) (string): Home phone number.
Phone (Other) (string): Other phone number.
Salutation (string): Salutation (e.g., Mr., Ms.).
Skype ID (string): Skype identifier.
Title (string): Position/title at the company.
Twitter (string): Twitter handle.

Output

The output will be a JSON object representing the newly created contact in Zoho CRM. The structure will reflect the fields provided in the input, along with additional metadata returned by Zoho CRM (such as the contact's unique ID and timestamps).

Example output:

{
  "id": "1234567890",
  "Last_Name": "Doe",
  "First_Name": "John",
  "Email": "[email protected]",
  "Created_Time": "2024-06-01T12:34:56+00:00",
  "Modified_Time": "2024-06-01T12:34:56+00:00",
  // ...other fields as set or returned by Zoho CRM
}

Note: The actual output fields depend on which properties were set and what Zoho CRM returns.

Dependencies

Zoho CRM Account: You must have a Zoho CRM account.
API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) to authenticate with Zoho CRM. These must be configured in n8n under Credentials.
n8n Configuration: No special environment variables are needed beyond standard credential setup.

Troubleshooting

Common issues:

Missing Required Field: If "Last Name" is not provided, the node will throw an error, as it is required by Zoho CRM.
Invalid Credentials: If OAuth2 credentials are missing or invalid, authentication errors will occur.
Custom Field Errors: If you attempt to set a custom field that does not exist in your Zoho CRM instance, the API may return an error.
API Limits: Hitting Zoho CRM API rate limits can cause failures; check your Zoho plan and usage.

Error messages and resolutions:

"Required field 'Last Name' is missing": Ensure you provide a value for "Last Name".
"Invalid OAuth token" or similar: Reconnect or refresh your Zoho CRM credentials in n8n.
"Field does not exist": Double-check custom field IDs and ensure they match those in your Zoho CRM setup.