Zoho CRM

Customer Relationship Management

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Zoho CRM API Integrations

Build and run workflows using the Zoho CRM API. Use 1000s of open source triggers and actions across 500+ apps. Or write custom code to integrate any app or API in seconds.

return await require("@pipedreamhq/platform").axios(this, {
  url: `${auths.zoho_crm.api_domain}/crm/v2/users?type=CurrentUser`,
  headers: {
    "Authorization": `Zoho-oauthtoken ${auths.zoho_crm.oauth_access_token}`,
  },
})
Create Object

Adds new object to a module.

 
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Delete Object

Deletes a record object from a module.

 
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Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
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Get Object

Gets record data given its id.

 
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List Fields

Gets the field metadata for the specified module

 
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Authentication

Zoho CRM uses OAuth authentication. When you connect your Zoho CRM account, Pipedream will open a popup window where you can sign into Zoho CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho CRM API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ
OAuth Request Configurations:
  1. authorization
    GEThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline
  2. accessToken
    POSThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/token?client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}&redirect_uri={{oauth.redirect_uri}}content-type: application/x-www-form-urlencodedaccept: application/json