Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to create a new Lead in Zoho CRM. This operation is useful for automating the process of adding potential customers or contacts into your Zoho CRM system from various sources, such as web forms, marketing campaigns, or other business workflows.

Common scenarios:

  • Automatically capturing leads from website submissions.
  • Integrating with marketing tools to add new prospects to Zoho CRM.
  • Migrating or syncing lead data from other systems into Zoho CRM.

Practical example:
When a user fills out a contact form on your website, this node can be used to automatically create a corresponding Lead record in Zoho CRM, including all relevant details like company, name, email, and custom fields.

Properties

Name Type Meaning
Company String Company at which the lead works. (Required)
Last Name String Last name of the lead. (Required)
Additional Fields Collection Optional extra information about the lead, such as address, revenue, industry, etc.

Additional Fields may include:

  • Address: Street, City, State, Country, Zip Code
  • Annual Revenue: Annual revenue of the lead’s company
  • Currency: Currency symbol for revenue
  • Custom Fields: Set values for custom fields defined in Zoho CRM
  • Description: Free-text description of the lead
  • Designation: Position of the lead at their company
  • Email: Email address of the lead
  • Email Opt Out: Whether the lead has opted out of emails
  • Fax: Fax number
  • First Name: First name of the lead
  • Full Name: Full name of the lead
  • Industry: Industry to which the lead belongs
  • Industry Type: Type of industry
  • Lead Source: Source from which the lead was created
  • Lead Status: Status of the lead
  • Mobile: Mobile phone number
  • Number of Employees: Number of employees in the company
  • Phone: Phone number
  • Salutation: Salutation (e.g., Mr., Ms.)
  • Secondary Email: Secondary email address
  • Skype ID: Skype identifier
  • Twitter: Twitter handle
  • Website: Website URL

Output

The node outputs a JSON object containing the details of the newly created Lead as returned by Zoho CRM. The structure will typically include all standard and custom fields set during creation, along with metadata such as the unique Lead ID assigned by Zoho.

Example output:

{
  "id": "1234567890",
  "Company": "Acme Corp",
  "Last_Name": "Doe",
  "Email": "[email protected]",
  "Lead_Status": "New",
  // ...other fields as provided in input or returned by Zoho CRM
}

Note: The actual fields in the output depend on what was sent and what Zoho CRM returns.

Dependencies

  • External Service: Requires access to a Zoho CRM account.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM API credentials are set up in n8n's credential store.

Troubleshooting

Common issues:

  • Missing Required Fields: If "Company" or "Last Name" are not provided, the node will throw an error.
  • Invalid Credentials: If the Zoho OAuth2 credentials are missing or invalid, authentication errors will occur.
  • Field Mismatches: Providing custom field IDs or values that do not exist in Zoho CRM will result in errors.

Error messages and resolutions:

  • "Required parameter missing": Ensure all required fields ("Company", "Last Name") are filled.
  • "Invalid value for field": Double-check the values and formats for each property, especially custom fields.
  • "Authentication failed": Reconnect or refresh your Zoho OAuth2 credentials in n8n.

Links and References

Discussion