Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Quote resource and the Create operation, this node enables you to create new quote records in your Zoho CRM account. This is useful for automating sales processes, generating quotes based on product selections, and integrating quoting workflows into broader business automation.

Common scenarios:

  • Automatically generate a quote in Zoho CRM when a customer requests pricing via a web form.
  • Create quotes as part of a sales pipeline automation, including product details and custom terms.
  • Integrate with e-commerce or ERP systems to issue quotes based on inventory or order triggers.

Practical example:
When a lead is qualified in your CRM, use this node to automatically create a detailed quote including selected products, pricing, taxes, and validity period, then send it to the customer.

Properties

Name Type Meaning
Subject string Subject or title of the quote. Required.
Products collection List of products included in the quote. Each product can have price, ID, description, etc.
└ List Price number The list price of the product.
└ Product Name or ID options Select a product from the list or specify its ID.
└ Product Description string Description of the product.
└ Quantity number Number of units for this product (default: 1).
└ Quantity in Stock number Current stock quantity for this product (default: 0).
└ Tax number Tax amount for this product (default: 0).
└ Total number Total price for this product (default: 0).
└ Total After Discount number Total after applying discounts (default: 0).
└ Total (Net) number Net total for this product (default: 0).
└ Unit Price number Price per unit (default: 0).
Additional Fields collection Optional additional fields for the quote (see below).
└ Adjustment number Adjustment in the grand total, if any.
└ Billing Address fixedCollection Billing address details (street, city, state, country, zip code).
└ Carrier string Carrier information for shipping.
└ Currency options Currency symbol for the quote (e.g., USD, EUR, INR, etc.).
└ Custom Fields fixedCollection Set values for custom fields defined in Zoho CRM.
└ Description string Description or notes for the quote.
└ Exchange Rate number Exchange rate to convert default currency to home currency.
└ Grand Total number Total amount after tax and discounts.
└ Quote Stage Name or ID options Stage of the quote (select from list or specify ID).
└ Shipping Address fixedCollection Shipping address details (street, city, state, country, zip code).
└ Sub Total number Total before tax.
└ Tax number Total tax amount.
└ Team string Team for whom the quote is created.
└ Terms and Conditions string Terms and conditions associated with the quote.
└ Valid Till dateTime Date until which the quote is valid.

Output

The output will be a JSON object representing the newly created quote record in Zoho CRM. The structure will include all standard and custom fields returned by Zoho CRM for a quote, such as:

{
  "id": "1234567890",
  "Subject": "Sample Quote",
  "Product_Details": [
    {
      "product": { "id": "987654321" },
      "quantity": 2,
      "list_price": 100,
      ...
    }
  ],
  "Grand_Total": 200,
  "Sub_Total": 180,
  "Tax": 20,
  "Valid_Till": "2024-12-31",
  ...
}
  • All fields set during creation (including custom fields) will be present if supported by Zoho CRM.
  • If there are errors, and "Continue On Fail" is enabled, the output will contain an error field with the error message.

Dependencies

  • External Service: Requires access to a Zoho CRM account with API permissions.
  • API Key / OAuth: Needs Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM OAuth2 credential is set up in your n8n instance.

Troubleshooting

Common issues:

  • Missing required fields: If "Subject" or at least one product in "Products" is not provided, the node will throw an error.
  • Invalid product IDs: If a product ID does not exist in Zoho CRM, the API will return an error.
  • Authentication errors: Invalid or expired Zoho OAuth2 credentials will cause authentication failures.
  • Field validation errors: Providing invalid data types or values (e.g., negative quantities, unsupported currencies) may result in API errors.

Error messages and resolutions:

  • "Missing required property: Product_Details": Ensure at least one product is added to the quote.
  • "Invalid value for field 'Currency'": Check that the currency is one of the allowed options.
  • "Unauthorized" or "Invalid OAuth token": Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.

Links and References

Discussion