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Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node's "Tags" resource with the "Add Tags" operation allows you to add one or more tags to a specific record in any supported Zoho CRM module (such as Leads, Accounts, Contacts, Deals, etc.). This is useful for categorizing, segmenting, or labeling records for easier filtering and workflow automation within Zoho CRM.

Common scenarios:

  • Automatically tagging new leads based on their source.
  • Adding campaign-specific tags to contacts or deals.
  • Organizing accounts by region, status, or other criteria using tags.

Practical example:
When a new lead is created via a web form, this node can be used to automatically add tags like "Webform", "2024 Campaign", or "Hot Lead" to the lead record in Zoho CRM.

Properties

Name Type Meaning
Module options The Zoho CRM module where the record exists (e.g., Leads, Accounts, Contacts, etc.).
Record ID string The unique identifier of the record to which tags will be added.
Tags as Text boolean Whether tags are provided as a single comma-separated string (true) or as individual fields (false).
Tags (Text) string If "Tags as Text" is true: A comma-separated list of tag names to add.
Tags (Fields) fixedCollection If "Tags as Text" is false: One or more tag names specified individually.

Output

The output is a JSON object containing the result details from Zoho CRM after adding the tags. The structure typically includes information about the affected record and the tags that were added.

Example output:

{
  "id": "1234567890",
  "created_time": "2024-06-01T12:34:56+00:00",
  "modified_time": "2024-06-01T12:35:00+00:00",
  "tags": [
    {
      "name": "Webform",
      "id": "987654321"
    },
    {
      "name": "2024 Campaign",
      "id": "876543210"
    }
  ]
}

Note: The actual fields may vary depending on the Zoho CRM API response.

Dependencies

  • External Service: Requires access to Zoho CRM and valid credentials.
  • API Key / OAuth: Needs a configured Zoho OAuth2 credential in n8n (zohoOAuth2Api).
  • n8n Configuration: The node must be properly authenticated with Zoho CRM via n8n's credential system.

Troubleshooting

Common issues:

  • Invalid Record ID: If the provided Record ID does not exist in the selected module, the node will throw an error.
  • Missing Permissions: The connected Zoho account must have permission to modify tags for the chosen module/record.
  • Malformed Tag Input: If tags are not formatted correctly (e.g., extra commas, empty tag names), the API may reject the request.

Error messages and resolutions:

  • "Record not found": Check that the Record ID matches an existing record in the selected module.
  • "Invalid module name": Ensure the correct module is selected.
  • "No tags provided": Make sure at least one tag is specified, either as text or in the collection.
  • "Authentication failed": Verify that your Zoho OAuth2 credentials are valid and have not expired.

Links and References

Discussion