Zoho CRM

Zoho CRM Integration

The Zoho CRM integration connects your Zoho CRM account to Wakflo, allowing you to automate customer relationship management, sales processes, and data synchronization.

Authentication Method: OAuth 2.0

Account Requirements:

Active Zoho CRM account
Admin or appropriate permissions
API access enabled

Zoho CRM Triggers

Record Triggers

New record Created: Triggered when a new record is created
Record Updated: Triggered when a record information changes

Zoho CRM Actions

Record Actions

Get Record: Retrieves a specific record from a Zoho CRM module using it’s ID
Create Record: Add a new record to Zoho CRM
Update Record: Modify existing record in a sepcified Zoho CRM module
Delete Record: Delete a record from a specified Zoho CRM

Advanced Actions

Search Records: Find records using criteria
List Records: Retrieves a list of records from a specified Zoho CRM module with pagination and sorting options

Zoho CRM Setup Guide

Connect to Zoho CRM

From the Integrations page, select Zoho CRM and click “Connect”

Approve Permissions

Review and grant the requested permissions for Wakflo to access your CRM data

Complete Setup

Finish the connection process and start building workflows

Important: Only create one connection per Zoho CRM account. Multiple connections to the same account may cause issues with the integration.

Field Mapping

When working with Zoho CRM records:

Each module (Leads, Contacts, Deals, etc.) has specific required fields
Use the module parameter to specify which CRM module to interact with
Date fields should use ISO 8601 format (YYYY-MM-DD)
The record ID is required for Get, Update, and Delete operations
List Records supports pagination for handling large datasets

API Limits & Best Practices

Limit Type	Value	Notes
API Calls per Day	Based on your Zoho plan	Professional: 50,000/day
Records per Request	100	For bulk operations
Field Limit	50 fields per response	Can select specific fields

Example: Executing an Action

Add your preferred node

Search for Zoho CRM and add your preferred node to your workflow

Configure connection

Check Required Scopes

Review the endpoint’s required scopes in the documentation:

If the endpoint requires different scopes from the default ones:

ZohoCRM.settings.ALL
ZohoCRM.modules.ALL

You’ll need to create a new connection with the specific required scopes.

Configure the Node

Set up the node configuration

Execute and Test

To test operation, click on “Test Step” and execute the scenario

Rate Limits: Be aware of Zoho CRM API rate limits when using custom API calls. Excessive requests may result in temporary API restrictions.

Troubleshooting

Cannot read property ‘__itemId’ error

This error occurs when Created_time or Updated_time fields are missing. To fix:

Go to Setup → Customization → Modules and Fields
Select the affected module
Add Created_time and Updated_time fields

Authentication Issues

Ensure you have only one active connection
Check that your Zoho account has API access enabled
Verify the OAuth scopes match your intended operations
For custom apps, use redirect URI: https://app.wakflo.com/connections/auth/complete

Missing Data in Responses

The API returns maximum 50 fields by default
Select specific fields needed (max 47 custom fields)
Object ID, Created Time, and Modified Time are always included