Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to create or update (upsert) a Contact in Zoho CRM. The "Create or Update" operation will either add a new contact if the specified email does not exist, or update the existing contact with the provided information. This is particularly useful for keeping your Zoho CRM contacts synchronized with data from other sources, such as web forms, marketing platforms, or customer support systems.

Practical examples:

  • Automatically add or update contacts in Zoho CRM when a new lead is captured on your website.
  • Sync contact details from another CRM or database into Zoho CRM, ensuring no duplicates and always up-to-date information.
  • Enrich existing contacts with additional fields or custom attributes based on external triggers.

Properties

Name Type Meaning
Last Name string The last name of the contact. Required.
Additional Fields collection Optional extra fields to set on the contact. See below for available sub-fields.

Additional Fields (sub-properties):

  • Assistant (string): Name of the contact’s assistant.
  • Custom Fields (collection): Set values for custom fields defined in your Zoho CRM.
    • 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): Company department to which the contact belongs.
  • Description (string): Free-form description for the contact.
  • Email (Primary) (string): Primary email address. If a record with this email exists, it will be updated; otherwise, a new one will be created.
  • 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 (string)
    • City (string)
    • State (string)
    • Country (string)
    • Zip Code (string)
  • Mobile (string): Mobile phone number.
  • Other Address (collection): Other address details.
    • Street (string)
    • City (string)
    • State (string)
    • Zip Code (string)
  • Phone (string): Main phone number.
  • Phone (Assistant) (string): Phone number of the contact’s assistant.
  • 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 of the contact at their company.
  • Twitter (string): Twitter handle.

Output

The node returns a json object containing the details of the created or updated contact as returned by the Zoho CRM API. The structure typically includes all standard and custom fields for the contact, such as:

{
  "id": "1234567890",
  "Last_Name": "Doe",
  "First_Name": "John",
  "Email": "[email protected]",
  "Mobile": "+123456789",
  // ...other standard and custom fields...
}
  • The exact fields present depend on what was sent and what is configured in your Zoho CRM instance.
  • No binary data is output by this operation.

Dependencies

  • Zoho CRM account: You must have access to a Zoho CRM account.
  • API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) to authenticate with Zoho CRM.
  • n8n Configuration: Ensure that the Zoho CRM OAuth2 credential is properly set up in your n8n instance.

Troubleshooting

Common issues:

  • Missing required fields: If "Last Name" is not provided, the node will throw an error.
  • Invalid or expired credentials: If the OAuth2 token is invalid or expired, authentication errors will occur.
  • Custom field mismatches: If you try to set a value for a custom field that doesn't exist or is misconfigured in Zoho CRM, the API may return an error.
  • Duplicate emails: If the primary email matches an existing contact, the record will be updated instead of created.

Error messages and resolutions:

  • "Missing required property: Last Name": Ensure you provide a value for "Last Name".
  • "Invalid OAuth2 credentials": Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.
  • "Field not found" or similar: Double-check custom field IDs and ensure they exist in your Zoho CRM setup.

Links and References

Discussion