Zoho CRM CustomInstall

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Vendor resource and the Create operation, this node enables you to create new vendor records in your Zoho CRM account. This is useful for automating the onboarding of suppliers, integrating procurement workflows, or syncing vendor data from other systems into Zoho CRM.

Practical examples:

• Automatically add a new vendor to Zoho CRM when a supplier signs up via a web form.
• Sync vendors from an ERP or accounting system into Zoho CRM.
• Batch import vendor lists from spreadsheets or other sources.

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Properties

Name	Type	Meaning
Vendor Name	String	The name of the vendor to be created. (Required)
Additional Fields	Collection	Optional fields to further describe the vendor, such as address, category, currency, etc.
└ Address	Collection	Structured address information including street, city, state, country, and zip code.
└ Category	String	The category/classification of the vendor.
└ Currency	Options	The currency associated with the vendor (e.g., USD, EUR, INR, etc.).
└ Custom Fields	Collection	Set custom field values by specifying field ID and value.
└ Description	String	A description or notes about the vendor.
└ Email	String	The vendor's email address.
└ Phone	String	The vendor's phone number.
└ Website	String	The vendor's website URL.

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Output

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

{
  "id": "unique_vendor_id",
  "Vendor_Name": "Acme Supplies",
  "Category": "Office Supplies",
  "Currency": "USD",
  "Description": "Preferred office supplies vendor.",
  "Email": "contact@acmesupplies.com",
  "Phone": "+1234567890",
  "Website": "https://acmesupplies.com",
  "Address": {
    "Street": "123 Main St",
    "City": "Metropolis",
    "State": "NY",
    "Country": "USA",
    "Zip_Code": "10001"
  },
  // ...any additional or custom fields
}

• The actual fields present depend on what was provided as input and which fields are configured in your Zoho CRM instance.
• If custom fields were set, they will appear as additional properties in the output.

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Dependencies

• Zoho CRM Account: You must have access to a Zoho CRM account.
• API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) to authenticate with Zoho CRM.
• n8n Configuration: Ensure that the Zoho CRM OAuth2 credential is properly set up in your n8n instance.

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Troubleshooting

Common Issues:

• Missing Required Field: If "Vendor Name" is not provided, the node will throw an error indicating a required parameter is missing.
• Invalid Credentials: If the OAuth2 credentials are incorrect or expired, authentication errors will occur.
• Field Mapping Errors: If you provide custom fields or options that do not exist in your Zoho CRM setup, the API may return validation errors.
• API Rate Limits: Excessive requests may trigger Zoho CRM rate limiting.

Error Messages & Resolutions:

• "Required parameter 'vendorName' is missing": Ensure you provide a value for "Vendor Name".
• "Invalid OAuth token": Refresh or reconfigure your Zoho CRM OAuth2 credentials in n8n.
• "Field does not exist": Double-check custom field IDs and ensure they match those in your Zoho CRM configuration.

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Links and References

• Zoho CRM API Documentation
• n8n Zoho CRM Node Docs
• How to set up OAuth2 credentials in n8n