Zoho CRM

Use the Zoho CRM node to automate work in Zoho CRM, and integrate Zoho CRM with other applications. Mosaic Workflows has built-in support for a wide range of Zoho CRM features, including creating and deleting accounts, contacts, and deals.

On this page, you'll find a list of operations the Zoho CRM node supports and links to more resources.

Credentials

Refer to Zoho CRM credentials for guidance on setting up authentication.

Basic Operations

  • Account
    • Create an account
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete an account
    • Get an account
    • Get all accounts
    • Update an account
  • Contact
    • Create a contact
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a contact
    • Get a contact
    • Get all contacts
    • Update a contact
  • Deal
    • Create a deal
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a contact
    • Get a contact
    • Get all contacts
    • Update a contact
  • Invoice
    • Create an invoice
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete an invoice
    • Get an invoice
    • Get all invoices
    • Update an invoice
  • Lead
    • Create a lead
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a lead
    • Get a lead
    • Get all leads
    • Get lead fields
    • Update a lead
  • Product
    • Create a product
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a product
    • Get a product
    • Get all products
    • Update a product
  • Purchase Order
    • Create a purchase order
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a purchase order
    • Get a purchase order
    • Get all purchase orders
    • Update a purchase order
  • Quote
    • Create a quote
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a quote
    • Get a quote
    • Get all quotes
    • Update a quote
  • Sales Order
    • Create a sales order
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a sales order
    • Get a sales order
    • Get all sales orders
    • Update a sales order
  • Vendor
    • Create a vendor
    • Create a new record, or update the current one if it already exists (upsert)
    • Delete a vendor
    • Get a vendor
    • Get all vendors
    • Update a vendor

What to do if your operation isn't supported

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

  1. In the HTTP Request node, select Authentication > Predefined Credential Type .
  2. Select the service you want to connect to.
  3. Select your credential.