ZOHO Integration
Overview
Get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.
Insert Records
Insert
Insert Records
Add a Record to ZOHO CRM
Appended Fields
ZOHO will append the following data to your lead.
| Appended Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Zoho Source | Lead source |
| Zoho Status | Lead status |
| Zoho Custom | |
| Timeout Seconds | Produce 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 Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Zoho Source | Lead source |
| Zoho Status | Lead status |
| Zoho Triggers Workflow | Should the workflow trigger be fired? Defaults to false. |
| Zoho Triggers Approval | Should the approval trigger be fired? Defaults to false. |
| Zoho Triggers Blueprint | Should the blueprint trigger be fired? Defaults to false. |
| Zoho Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |