Zoho CRM integration [GOT CREATED]

As there are a lot of different things that can be done with that API could you please tell us what functionality you need exactly that we can be sure that it gets implemented if somebody starts to work on it. Thanks!

I think Zapier has nailed the key functionality for this one:

Triggers:

  • New module entry
  • Updated module entry
  • New/Updated module entry

Actions:

  • Create/Update module entry
  • Create module entry
  • Update module entry
  • Find module entry
  • Add tag
  • Add note
  • Add attachment
  • Convert lead

Module meaning one of their objects (Leads, Contacts, Deals, etc.)

2 Likes

I have good news. I just pushed a beta version of n8n with OAuth2 support to docker: n8nio/n8n:0.67.2-oauth-beta

It includes also the Zoho CRM Integration.

Please test and report back if you run into any issues. If possible, please also report if everything is working fine, as that is also very good to know. Thanks!

Please use n8nio/n8n:0.67.3-oauth-beta instead as it contains an important bugfix.

Got released with [email protected]

2 Likes

I have been using the Zoho Node for the past week or so, and I can’t seem to find a way to add a note or a task to a lead.

Is this something that was just not added to the Zoho node?

(I know this post is 2 years old, I found it more relevant than making a new post) :slight_smile:

Till the zoho node is updated I made an HTTP node that does the job :slight_smile: - Got to love the HTTP node and good API documentation, can make anything we want in no time.