Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

This n8n node allows you to create or update (upsert) a Lead in Zoho CRM. It checks if a lead with the provided email exists: if so, it updates that record; otherwise, it creates a new one. This is useful for keeping your CRM data synchronized with other systems, such as when capturing leads from web forms, marketing platforms, or other business tools.

Practical examples:

  • Automatically add or update leads in Zoho CRM when someone fills out a form on your website.
  • Sync leads from another CRM or marketing tool into Zoho CRM, ensuring no duplicates.
  • Enrich existing leads with additional information collected from other sources.

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 fields to further describe the lead (see below for details).

Additional Fields may include:

  • Address (Street, City, State, Country, Zip Code)
  • Annual Revenue (Number): Annual revenue of the lead’s company
  • Currency (Options): Currency symbol for revenue (e.g., USD, EUR, etc.)
  • Custom Fields: Set custom field values by Field ID and Value
  • Description (String): Free text description
  • Designation (String): Position of the lead at their company
  • Email (String): Email of the lead. Used for upsert logic.
  • Email Opt Out (Boolean): Whether the lead has opted out of emails
  • Fax (String)
  • First Name (String)
  • Full Name (String)
  • Industry (String): Industry to which the lead belongs
  • Industry Type (String): Type of industry
  • Lead Source (String): Source from which the lead was created
  • Lead Status (String)
  • Mobile (String)
  • Number of Employees (Number): Number of employees in the company
  • Phone (String)
  • Salutation (String)
  • Secondary Email (String)
  • Skype ID (String)
  • Twitter (String)
  • Website (String)

Output

The output will be a JSON object representing the details of the created or updated lead as returned by Zoho CRM. The structure typically includes all standard and custom fields of the lead, such as IDs, names, contact info, and any additional properties set during creation or update.

Example output:

{
  "id": "1234567890",
  "Company": "Acme Corp",
  "Last_Name": "Doe",
  "Email": "[email protected]",
  "Created_Time": "2024-06-01T12:34:56+00:00",
  "Modified_Time": "2024-06-01T12:35:10+00:00",
  // ...other fields as per Zoho CRM's response
}

Dependencies

  • Zoho CRM account with API access.
  • OAuth2 credentials configured in n8n under the name zohoOAuth2Api.
  • No additional environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Missing required fields: If "Company" or "Last Name" is not provided, the node will throw an error.
  • Invalid OAuth2 credentials: If authentication fails, ensure your Zoho OAuth2 credentials are correctly set up in n8n.
  • Field mapping errors: If you provide custom fields, ensure the Field IDs are correct and exist in your Zoho CRM instance.
  • Duplicate detection: If the email is not unique or missing, upsert logic may not work as expected.

Error messages and resolutions:

  • "Required parameter missing": Ensure all required fields ("Company", "Last Name") are filled.
  • "INVALID_OAUTH" or similar: Check your Zoho OAuth2 credentials in n8n.
  • "FIELD_NOT_FOUND": Double-check custom field IDs and names.

Links and References

Discussion