Key Improvements for Zoho CRM Node (Search, Deal Linking, Custom Modules)

Feature Requests
1

The idea is:

To enhance the existing Zoho CRM node with three critical features:

  1. A generic “Search Records” operation to find existing data like contacts, accounts, or deals based on specific criteria (e.g., email, name).
  2. The ability to link a new deal to an existing account and/or contact during creation.
  3. Full support for Custom Modules (CRUD operations: Create, Read, Update, Delete).

My use case:

I want to build a workflow that triggers when a new order is placed in our shop system.

  1. First, I need to search in Zoho CRM if the customer’s email already exists as a contact.
  2. If the contact exists, I want to create a new deal and link it directly to that existing contact and their associated account.
  3. Finally, I need to create a record in a custom module called “Order Details” to store specific information about this purchase.
    Currently, none of these steps are possible with the node.

I think it would be beneficial to add this because:

These features solve fundamental problems for anyone trying to create meaningful automations with Zoho CRM. Without search functionality, deduplication is impossible. Without deal linking, sales data becomes disconnected. And without custom module support, the node is unusable for any business that has adapted Zoho CRM to its specific processes. Adding these would make the node go from “basic” to “fully functional”.

Any resources to support this?

Yes, here is the official Zoho CRM API documentation which covers these functionalities:

Are you willing to work on this?

I am not a developer, but I would be very happy to help with testing the new features.