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Zoho CRM Custom

Consume Zoho CRM API

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Overview

The Zoho CRM Custom node for n8n, when configured with the Product resource and the Get Many (getAll) operation, retrieves a list of products from your Zoho CRM account. This node allows you to filter, sort, and limit the results according to various criteria such as approval status, conversion status, specific fields, sorting order, and territory.

Common scenarios:

  • Fetching all or a subset of product records for reporting, synchronization, or further automation.
  • Filtering products by approval or conversion status.
  • Retrieving only specific fields to optimize data transfer.
  • Sorting products or limiting the number of returned items for pagination or dashboard display.

Practical examples:

  • Syncing approved products from Zoho CRM to an e-commerce platform.
  • Generating a report of all products in a specific sales territory.
  • Displaying the latest 10 converted products in a dashboard.

Properties

Name Type Meaning
Return All Boolean Whether to return all results or only up to a given limit.
Limit Number Maximum number of results to return (only shown if "Return All" is false).
Options Collection Additional filters and settings for the query.
└ Approved Boolean Whether to retrieve only approved records. Defaults to true.
└ Converted Boolean Whether to retrieve only converted records. Defaults to false.
└ Fields Multi-Select Return only these fields (select from available product fields).
└ Include Child Boolean Whether to retrieve only records from child territories.
└ Sort By Options Field to sort records by (select from available product fields).
└ Sort Order Options Ascending or descending order for sorting ("Ascending" or "Descending").
└ Territory ID String Retrieve only records from this territory (by territory ID).

Output

  • The output is an array of JSON objects, each representing a product record from Zoho CRM.
  • The structure of each product object depends on the selected fields and options, but typically includes standard Zoho CRM product properties (e.g., id, Product_Name, etc.).
  • If the "Fields" option is used, only those fields will be present in each output object.
  • No binary data is produced by this operation.

Example output:

[
  {
    "id": "1234567890",
    "Product_Name": "Sample Product",
    "Approved": true,
    "Converted": false,
    // ...other fields depending on selection
  },
  ...
]

Dependencies

  • External Service: Requires access to Zoho CRM API.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM Custom node is properly installed and credentials are set up in your n8n instance.

Troubleshooting

Common issues:

  • Invalid Credentials: If authentication fails, ensure your Zoho OAuth2 credentials are correct and have sufficient permissions.
  • API Limits: Zoho CRM may enforce rate limits; excessive requests could result in errors.
  • Field Selection Errors: Selecting non-existent or restricted fields in the "Fields" option may cause API errors.
  • Territory ID Issues: Providing an invalid or unauthorized territory ID can result in empty results or errors.

Error messages and resolutions:

  • "Invalid value passed for field": Check that all field names in "Fields" and "Sort By" exist in your Zoho CRM schema.
  • "Unauthorized" or "Invalid Credentials": Re-authenticate or update your Zoho OAuth2 credentials in n8n.
  • "Request limit exceeded": Wait before retrying or reduce the frequency of your requests.

Links and References

Discussion