Zoho CRM CustomInstall

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Deal resource and the Create operation, this node enables you to create new deal records in your Zoho CRM account. This is useful for automating sales processes, such as logging new opportunities from web forms, integrating leads from other systems, or programmatically managing your sales pipeline.

Practical examples:

• Automatically create a new deal in Zoho CRM when a lead is captured from a website.
• Integrate with e-commerce platforms to log high-value purchases as deals.
• Add deals from support tickets or other business tools into your CRM for follow-up.

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Properties

Name	Type	Meaning
Deal Name	String	The name of the deal. Required.
Stage Name or ID	Options	The stage of the deal. Choose from a list or specify an ID. Required.
Additional Fields	Collection	Optional fields to further describe the deal (see below for details).

Additional Fields (Collection options):

Name	Type	Meaning
Amount	Number	Monetary amount of the deal.
Closing Date	DateTime	Expected closing date of the deal.
Currency	Options	Currency symbol for the deal's revenue (e.g., USD, EUR, etc.).
Custom Fields	FixedCollection	Set custom field values by Field ID and Value.
Description	String	Description of the deal.
Lead Conversion Time	Number	Average number of days to convert the lead into a deal.
Next Step	String	Description of the next step in the sales process.
Overall Sales Duration	Number	Average number of days to convert the lead into a deal and win it.
Probability	Number	Probability of deal closure as a percentage (0–100).
Sales Cycle Duration	Number	Average number of days for the deal to be won.

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Output

The output will be a JSON object representing the newly created deal in Zoho CRM. The structure includes all standard and custom fields returned by Zoho CRM for the deal, such as:

{
  "id": "1234567890",
  "Deal_Name": "Example Deal",
  "Stage": "Qualification",
  "Amount": 5000,
  "Currency": "USD",
  "Closing_Date": "2024-07-01",
  "Description": "This is a test deal.",
  // ...other standard and custom fields...
}

• The exact fields depend on your Zoho CRM configuration and any custom fields you have defined.
• If there is an error and "Continue On Fail" is enabled, the output will include an error property with the error message.

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Dependencies

• Zoho CRM Account: You must have a Zoho CRM account.
• API Credentials: Requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
• n8n Configuration: Ensure the Zoho CRM node is properly authorized via OAuth2 in your n8n instance.

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Troubleshooting

Common Issues:

• Missing Required Fields: If "Deal Name" or "Stage Name or ID" are not provided, the node will throw an error.
• Invalid Field Values: Providing invalid IDs or option values (e.g., for stage or currency) may result in API errors.
• Authentication Errors: If OAuth2 credentials are missing or expired, authentication will fail.
• Custom Field Errors: If you provide incorrect custom field IDs or values, Zoho CRM may reject the request.

Error Messages & Resolutions:

• "Required field missing": Ensure all required properties are filled.
• "Invalid value for field": Double-check the value and format for each property, especially for options and custom fields.
• "Authentication failed": Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.

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Links and References

• Zoho CRM API Documentation
• n8n Zoho CRM Node Docs
• How to use Expressions in n8n