Overview
Zoho CRM Connector
The Flows360 connector for Zoho CRM provides a high-performance interface for interacting with the Zoho CRM API. It enables operators to build robust, automated workflows for revenue operations, lead management, and maintaining a complete customer 360-degree view.
This connector supports creating, updating, and searching for records in standard objects such as Leads, Contacts, Accounts, and Opportunities. Real-time data synchronization ensures that systems connected via Flows360 have the most current information from your CRM instance. Trigger workflows based on critical events like lead creation or deal closure.
Capability summary
Authentication
Auth method: OAuth 2.0
Required scopes
ZohoCRM.modules.all
ZohoCRM.users.all
ZohoCRM.settings.all
Supported objects
| Object | Read | Write | Notes |
|---|---|---|---|
| Contact | Yes | Yes | |
| Lead | Yes | Yes | |
| Account | Yes | Yes | |
| Opportunity | Yes | Yes | Also referred to as a 'Deal' in the Zoho CRM interface. |
Supported actions
| Action | Description |
|---|---|
| create_record | Creates a new record for a specified object (e.g., a new Lead, Contact, or Account). |
| update_record | Updates an existing record for a specified object, identified by its unique ID. |
| search_records | Searches for records of a specific object type based on specified criteria. |
| list_records | Retrieves a list of all records for a specified object. |
| lead_created | Triggers a workflow when a new lead is created in Zoho CRM. |
| deal_won | Triggers a workflow when an opportunity (deal) is marked as won. |
Setup steps
- Navigate to the Connected Apps section in your Flows360 workspace.
- Click Add App and select Zoho CRM from the list.
- You will be redirected to the Zoho CRM authentication page. Log in with your Zoho credentials if you are not already signed in.
- Review the requested permissions that Flows360 requires to access your Zoho CRM data.
- Click Accept to grant Flows360 the necessary permissions.
- Upon successful authorization, you will be redirected back to Flows360. The connection to Zoho CRM is now active and can be used in your workflows.
Limitations
- This connector is subject to the API rate limits imposed by your Zoho CRM subscription plan. Consult Zoho's developer documentation for the specific limits that apply to your account edition.
- API requests may be throttled if the concurrent request limit is exceeded. The connector implements a standard retry mechanism with exponential backoff.
- Access to specific modules or fields is determined by the permissions of the user who authenticates the connection.
Troubleshooting
The connection is failing with an 'invalid_scope' or 'permission_denied' error.
This error indicates that the necessary permissions were not granted during the initial authentication process. To resolve this, disconnect the Zoho CRM app from your Flows360 workspace and reconnect it. When you are redirected to the Zoho authorization screen, ensure you approve all requested scopes to provide the connector with the required API access.
Why are my newly created custom fields not available?
Flows360 caches object schemas for performance. If you have recently added new custom fields in Zoho CRM, they may not appear immediately. Navigate to the connected app's configuration page in Flows360 and use the Refresh Schema button to pull in the latest field definitions from your Zoho CRM instance.