ZOHO Integration

PRICING

Standard Transactional Pricing

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VERSION

3.1.3

ADDITIONAL INFO

ZOHO Website

Overview

Get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.


Insert Records

Add a Record to ZOHO CRM

Appended Fields

ZOHO will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the integration
Reason
If outcome is error, this is the reason
Id
Zoho record ID

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
Company Name
Company name
First Name
First name
Last Name
Last name
Email
Email address
Phone 1
Telephone number
Address 1
Address 1
City
City
State
State
Postal Code
Postal Code
Country
Country
Comments
Lead description

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Zoho SourceLead source
Zoho StatusLead status
Zoho Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Insert

Add a Record to ZOHO CRM

Appended Fields

ZOHO will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the integration
Reason
If outcome is error, this is the reason
Id
Zoho record ID

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
Company Name
Company name
First Name
First name
Last Name
Last name
Email
Email address
Phone 1
Telephone number
Address 1
Address 1
City
City
State
State
Postal Code
Postal Code
Country
Country
Comments
Lead description

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Zoho SourceLead source
Zoho StatusLead status
Zoho Triggers WorkflowShould the workflow trigger be fired? Defaults to false.
Zoho Triggers ApprovalShould the approval trigger be fired? Defaults to false.
Zoho Triggers BlueprintShould the blueprint trigger be fired? Defaults to false.
Zoho Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)