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Zoho CRM Custom

Consume Zoho CRM API

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Overview

The Zoho CRM Custom node for n8n allows you to update an existing Deal in your Zoho CRM account. This operation is useful when you need to modify details of a deal, such as its amount, stage, probability, or any custom fields, based on workflow automation triggers (e.g., after a lead progresses, or when external data changes).

Practical examples:

  • Automatically update the "Probability" and "Stage" of a deal when a related task is completed.
  • Change the "Amount" or "Closing Date" of a deal based on new information from another system.
  • Update custom fields on deals as part of a sales process.

Properties

Name Type Meaning
Deal ID string ID of the deal to update. Required to identify which deal record will be modified.
Update Fields collection Fields to update on the deal. You can add one or more of the following sub-fields:
└ Amount number Monetary amount of the deal.
└ Closing Date dateTime The expected closing date for the deal.
└ Currency string Symbol of the currency in which revenue is generated.
└ Custom Fields fixedCollection Set values for custom fields defined in your Zoho CRM instance. Each entry requires:
└ Field ID options Select the custom field to set a value for.
└ Value string The value to assign to the selected custom field.
└ Deal Name string The name/title of the deal.
└ Description string A description of the deal.
└ Lead Conversion Time number Average number of days to convert the lead into a deal.
└ Next Step string Description of the next step in the sales process.
└ Overall Sales Duration number Average number of days to convert the lead into a deal and win it.
└ Probability number Probability of deal closure as a percentage (0–100).
└ Sales Cycle Duration number Average number of days to win the deal.
└ Stage Name or ID options The current stage of the deal. Choose from list or specify an ID/expression.

Output

  • The output is a JSON object containing the updated deal's details as returned by the Zoho CRM API.
  • The structure includes all standard and custom fields of the deal after the update.
  • Example output:
{
  "id": "1234567890",
  "Deal_Name": "Updated Deal Name",
  "Amount": 5000,
  "Stage": "Negotiation",
  "Probability": 75,
  "Closing_Date": "2024-07-01",
  // ... other standard and custom fields ...
}
  • If an error occurs and "Continue On Fail" is enabled, the output will include an error property with the error message.

Dependencies

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

Troubleshooting

Common Issues:

  • Missing or Invalid Deal ID: If the "Deal ID" is missing or incorrect, the node will fail to find the deal to update.
  • No Fields Provided: If "Update Fields" is empty, the node will throw an error indicating that at least one field must be provided for update.
  • Invalid Field Values: Providing invalid data types (e.g., text in a number field) may result in API errors.
  • Insufficient Permissions: The connected Zoho user must have permission to update deals.

Error Messages:

  • "No fields to update": Ensure at least one field is specified in "Update Fields".
  • "Record not found": Check that the "Deal ID" is correct and exists in Zoho CRM.
  • "Invalid data": Review the values provided for each field, especially custom fields.

Links and References

Discussion