Customers & Support

Zoho CRM

Zoho CRM is a powerful suite of apps to help you connect with your customers.

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Supported
Triggers, Searches, Filters, and Actions

Search

Search objects

Searches for an object.

Search

List objects

List all available objects.

Search

List modules

Lists all available modules.

Search

List fields

Lists all available fields for module.

Search

Find Contact

Finds a contact by email address.

Search

Find Lead

Finds a lead by email address.

Trigger

Watch objects

Triggers when a new object is created or updated.

Trigger

New or Updated Contact

Triggers when a new contact is added or modified in Zoho

Trigger

New or Updated Lead

Triggers when a new lead is added or modified in Zoho

Trigger

New User

Triggers when a new active user is added to your Zoho CRM account.

Trigger

New Lead

Triggers when a new lead is created.

Trigger

New Contact

Triggers when a new contact is created.

Trigger

New Entry in Module (Instant)

Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".

Action

Upload an attachment

Uploads an attachment to a record.

Action

Update object

Updates an object.

Action

Make an API call

Performs an arbitrary authorized API call.

Action

Get object

Returns info about an object.

Action

Delete object

Deletes an existing object by its ID and object.

Action

Create object

Creates a new object.

Action

Update Lead

Updates a lead.

Action

Create Entry in Module

Creates a new entry within a specific module. Custom modules are only supported for those on Zoho's "Enterprise" plan.

Action

Update Contact

Updates a contact.

Action

Create Contact

Creates a new contact.

Action

Create Lead

Creates a new lead.

Available Datasets

Attachments

Returns a list of attachments

Custom View Records

Returns the custom views data of a particular module

Deleted Records

Returns a list of deleted records

Fields

Returns the field meta data for the specified module

Layouts

Returns the layouts associated with the particular module

Modules

Returns a list of modules available in the CRM account.

Notes

Returns a list of notes

Organizations

Returns the organization data

Profiles

Returns the data of profiles

Records

Returns a list of available records from a module

Related List

Returns the related list data of a particular module

Related Records

Returns the related list records

Roles

Returns the data of roles

Search Records

Returns the records that matches the search criteria

Tags

Returns all the tags information in an organization

Users x

Users Returns the list of users in your organization

Frequently Asked Questions

What kind of credentials do I need to power up this connector?

You need your Zoho CRM client id and client secret. You also need to select the Zoho CRM edition.

What is the redirect URI for Zoho CRM?

The redirect URI for Zoho CRM is "https://oauth.domo.com/api/data/v2/oauth/providers/zoho-enterprise/exchange".

How often can the data be updated?

As often as needed.

Are there any API limits that I need to be aware of?

No

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