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Zoho CRM Custom

Consume Zoho CRM API

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Overview

The Deal → Get Many operation in this custom n8n node for Zoho CRM allows you to retrieve multiple deal records from your Zoho CRM account. This is useful when you need to fetch a list of deals, possibly filtered or sorted according to specific criteria, for reporting, synchronization, or automation purposes.

Common scenarios:

  • Fetching all deals for analytics or dashboards.
  • Retrieving only approved or converted deals for further processing.
  • Limiting the number of returned deals for pagination or performance reasons.
  • Filtering deals by territory or other fields.

Practical examples:

  • Automatically export all approved deals to a spreadsheet.
  • Sync the latest 100 deals with another system.
  • Retrieve deals from a specific territory for a regional sales report.

Properties

Name Type Meaning
Return All Boolean Whether to return all results (true) or limit the number of results (false).
Limit Number The maximum number of results to return (only shown if "Return All" is false).
Options Collection Additional filters and options for retrieving deals. See below for details.

Options sub-properties:

Name Type Meaning
Approved Boolean Whether to retrieve only approved records. Defaults to true.
Converted Boolean Whether to retrieve only converted records. Defaults to false.
Fields MultiOptions Return only these fields (selectable from available deal fields).
Include Child Boolean Whether to retrieve only records from child territories.
Sort By Options Field to sort records by (selectable from available deal fields).
Sort Order Options Ascending or descending order for sorting ("asc" or "desc").
Territory ID String Retrieve only records from this territory.

Output

  • The output is an array of JSON objects, each representing a deal record from Zoho CRM.
  • Each object contains the fields as returned by the Zoho CRM API, which may include standard and custom deal fields depending on the "Fields" option selected.
  • If "Fields" is not specified, all default deal fields are included.

Example output structure:

[
  {
    "id": "1234567890",
    "Deal_Name": "Big Opportunity",
    "Stage": "Negotiation",
    "Amount": 50000,
    "Owner": { "name": "Jane Doe", "id": "987654321" },
    "...": "..."
  },
  ...
]

Note: The actual fields depend on your Zoho CRM configuration and the "Fields" option.

Dependencies

  • Zoho CRM Account: You must have access to a Zoho CRM account.
  • API Credentials: Requires OAuth2 credentials configured in n8n under the name zohoOAuth2Api.
  • n8n Configuration: No additional environment variables required beyond standard credential setup.

Troubleshooting

Common issues:

  • Authentication errors: Ensure your Zoho OAuth2 credentials are valid and have sufficient permissions.
  • Empty results: Check your filter options (e.g., "Approved", "Converted", "Territory ID")—overly restrictive filters may yield no data.
  • Limit not respected: If "Return All" is set to true, the "Limit" property is ignored.
  • Field selection errors: If you select fields that do not exist or are misspelled, the API may return errors or incomplete data.

Error messages:

  • "Invalid credentials": Check your OAuth2 setup in n8n.
  • "No data found": Loosen your filters or check if there are any deals matching your criteria.
  • "Missing required parameter": Ensure all mandatory properties are filled.

Links and References

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