Zoho integratie

Convert Zoho CRM Lead

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Create Contact in Zoho CRM

Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.

Create Deal in Zoho CRM

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the …

Create Email Draft in Zoho CRM

Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later.…

Create Zoho Event

Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events require an event title, start time, and end time at minimum.

Create Lead in Zoho CRM

Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after capturing lead information from a web form, email, or other lead generation source. T…

Create Note in Zoho CRM

Creates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments, or text-based documentation to a record in Zoho CRM. The note will be visible in the record's Not…

Create Zoho CRM Record

Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.

Create Zoho CRM Tag

Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating…

Delete Zoho Account

Deletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no longer needed or was created in error. This action is irreversible — the account cannot be recover…

Delete Zoho CRM Contact

Deletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All associated subforms and related data are automatically deleted.

Delete Zoho CRM Deal

Deletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal will be moved to the recycle bin initially and can be restored from there within the configured ret…