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Zoho CRM Custom

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Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Resource: Account and Operation: Get, this node retrieves detailed information about a specific account in your Zoho CRM instance by its unique Account ID.

Common Scenarios:

  • Fetching account details to enrich data in an automation workflow.
  • Looking up account information before updating or processing related records.
  • Integrating Zoho CRM account data with other systems (e.g., sending account info to Slack, email, or another CRM).

Practical Example:
You have an Account ID from a previous step or external source and want to retrieve all available details about that account to use later in your workflow (e.g., to check account status, address, or custom fields).

Properties

Name Type Meaning
Account ID String ID of the account to retrieve. Can be found at the end of the URL in Zoho CRM. Required.

Output

The output is a JSON object containing all the details of the requested account as returned by the Zoho CRM API. The structure will include standard and custom fields associated with the account, such as:

{
  "id": "1234567890",
  "Account_Name": "Acme Corporation",
  "Phone": "+1-555-1234",
  "Website": "https://acme.com",
  "Billing_Address": "...",
  // ...other standard and custom fields
}
  • The exact fields depend on your Zoho CRM configuration and any custom fields present in your account module.
  • No binary data is produced by this operation.

Dependencies

  • External Service: Requires access to the Zoho CRM API.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM node is properly authorized via OAuth2 in your n8n instance.

Troubleshooting

Common Issues:

  • Invalid Account ID: If the provided Account ID does not exist or is incorrect, the node will return an error from the Zoho API.
  • Authentication Errors: If OAuth2 credentials are missing, expired, or misconfigured, authentication errors will occur.
  • API Limits: Hitting Zoho CRM API rate limits may result in temporary failures.

Error Messages & Resolutions:

  • "Record not found": Double-check the Account ID; ensure it exists in your Zoho CRM.
  • "Invalid OAuth token": Re-authenticate the Zoho CRM credentials in n8n.
  • "Insufficient permissions": Make sure the connected Zoho user has permission to view accounts.

Links and References

Discussion