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

Permissions Required

Admin or API access

Available Triggers & Actions

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 its ID
•
Create Record: Add a new record to Zoho CRM
•
Update Record: Modify existing record in a specified 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

Setup Guide

Connecting Zoho CRM to Wakflo

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

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:

1.Go to Setup → Customization → Modules and Fields
2.Select the affected module
3.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://api.staging.wakflo.com/auth/callback/oauth2

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

Additional Resources

Zoho CRM API Documentation

Official API reference and guides

Standard Modules & Fields

Reference for Zoho CRM modules and fields