Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to update an existing Lead in your Zoho CRM account. This operation is useful when you need to modify details of a lead, such as updating their contact information, company details, address, or any custom fields you have defined in Zoho CRM.

Common scenarios:

Keeping lead information up-to-date after new interactions.
Enriching leads with additional data from other systems.
Automating CRM hygiene by correcting or supplementing missing fields.

Example use cases:

Automatically update a lead’s status and notes after a sales call.
Change the company or contact details when a lead changes jobs.
Update custom fields based on external triggers (e.g., marketing campaign responses).

Properties

Name	Type	Meaning
Lead ID	String	ID of the lead to update. Required to identify which lead record will be modified.
Update Fields	Collection	Fields to update on the lead. You can specify one or more standard or custom fields.
└ Address	FixedCollection	Nested address fields (Street, City, State, Country, Zip Code) for the lead.
└ Annual Revenue	Number	Annual revenue of the lead’s company.
└ Company	String	Company at which the lead works.
└ Currency	Options	Currency symbol for revenue (e.g., USD, EUR, etc.).
└ Custom Fields	FixedCollection	Set values for custom fields defined in your Zoho CRM.
└ Description	String	Free-form description about the lead.
└ Designation	String	Position of the lead at their company.
└ Email	String	Lead's email address.
└ Email Opt Out	Boolean	Whether the lead has opted out of emails.
└ Fax	String	Lead's fax number.
└ First Name	String	Lead's first name.
└ Full Name	String	Lead's full name.
└ Industry	String	Industry to which the lead belongs.
└ Industry Type	String	Type of industry to which the lead belongs.
└ Last Name	String	Lead's last name.
└ Lead Source	String	Source from which the lead was created.
└ Lead Status	String	Current status of the lead.
└ Mobile	String	Lead's mobile phone number.
└ Number of Employees	Number	Number of employees in the lead’s company.
└ Phone	String	Lead's phone number.
└ Salutation	String	Salutation (e.g., Mr., Ms., Dr.) for the lead.
└ Secondary Email	String	Additional email address for the lead.
└ Skype ID	String	Lead's Skype ID.
└ Twitter	String	Lead's Twitter handle.
└ Website	String	Lead's website URL.

Output

The output is a JSON object containing the updated details of the lead as returned by Zoho CRM.
The structure typically mirrors the fields available in Zoho CRM for a lead, including both standard and any custom fields you updated.
Example output:

{
  "id": "1234567890",
  "Company": "Acme Corp",
  "Last_Name": "Doe",
  "First_Name": "John",
  "Email": "[email protected]",
  "Annual_Revenue": 1000000,
  "Address": {
    "Street": "123 Main St",
    "City": "Metropolis",
    "State": "NY",
    "Country": "USA",
    "Zip_Code": "10001"
  },
  "Custom_Field_1": "Value",
  ...
}

No binary data is produced by this operation.

Dependencies

Zoho CRM Account: You must have a Zoho CRM account.
API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
n8n Configuration: Ensure that the Zoho CRM API integration is set up in your n8n instance.

Troubleshooting

Common issues:

Missing or Invalid Lead ID: If the Lead ID is not provided or incorrect, the node will fail to find the lead to update.
Empty Update Fields: If no fields are specified in Update Fields, the node will throw an error indicating that there is nothing to update.
Invalid Field Values: Providing values in the wrong format (e.g., text in a number field) may result in API errors.
Insufficient Permissions: The connected Zoho CRM user must have permission to update leads.

Error messages and resolutions:

"Nothing to update": Make sure you provide at least one field in Update Fields.
"Lead not found" or similar: Verify the Lead ID is correct and exists in your Zoho CRM.
"Invalid value for field X": Check the data type and allowed values for the field you are updating.