Zoho CRM

Integry supports a number of triggers and actions of Zoho CRM.

Triggers

Name	Type	Description
Contact Created	Polling	Triggers when a contact is created
Contact Updated	Polling	Triggers when a contact is updated
Contact Deleted	Polling	Triggers when a contact is deleted
Lead Created	Polling	Triggers when a lead is created
Lead Updated	Polling	Triggers when a lead is updated
Lead Deleted	Polling	Triggers when a lead is deleted
Account Created	Polling	Triggers when an account is created
Account Updated	Polling	Triggers when an account is updated
Account Deleted	Polling	Triggers when an account is deleted
Task Created	Polling	Triggers when a task is created
Task Updated	Polling	Triggers when a task is updated
Task Deleted	Polling	Triggers when a task is deleted
Deal Created	Polling	Triggers when a deal is created
Deal Updated	Polling	Triggers when a deal is updated
Deal Deleted	Polling	Triggers when a deal is deleted
Meeting Created	Polling	Triggers when a meeting is created
Meeting Updated	Polling	Triggers when a meeting is updated
Meeting Deleted	Polling	Triggers when a meeting is deleted
Campaign Created	Polling	Triggers when a campaign is created
Campaign Updated	Polling	Triggers when a campaign is updated

For more, please see Zoho API docs. If you're not sure how triggers work in Integry, go here.

Actions

Name	Method	Description
Create Lead	POST	Creates a new lead
Update Lead	PUT	Updates an existing lead
Delete Lead	DELETE	Deletes an existing lead
Get Lead	GET	Fetches a specific lead by ID
Search Leads	GET	Retrieves the latest 200 leads meeting the specified criteria
Create Account	POST	Creates a new account
Update Account	PUT	Updates an existing account
Delete Account	DELETE	Deletes an existing account
Get Account	GET	Fetches a specific account by ID
Search Accounts	GET	Retrieves the latest 200 accounts meeting the specified criteria
Create Task	POST	Creates a new task
Update Task	PUT	Updates an existing task
Delete Task	DELETE	Deletes an existing task
Get Task	GET	Fetches a specific task by ID
Search Tasks	GET	Retrieves the latest 200 tasks fulfilling the specified criteria
Create Meeting	POST	Creates a new meeting
Update Meeting	PUT	Updates an existing meeting
Delete Meeting	DELETE	Deletes an existing meeting
Get Meeting	GET	Fetches a specific meeting by ID
Search Meetings	GET	Retrieves the latest 200 meetings fulfilling the specified criteria
Create Deal	POST	Creates a new deal
Update Deal	PUT	Updates an existing deal
Delete Deal	DELETE	Deletes an existing deal
Get Deal	GET	Fetches a specific deal by ID
Search Deals	GET	Retrieves the latest 200 deals meeting the specified criteria
Create Campaign	POST	Creates a new campaign
Update Campaign	PUT	Updates an existing campaign
Delete Campaign	DELETE	Deletes an existing campaign
Get Campaign	GET	Fetches a specific campaign by ID
Search Campaigns	GET	Retrieves the latest 200 campaigns meeting the specified criteria
Create Contact	POST	Creates a new contact
Update Contact	PUT	Updates an existing contact
Delete Contact	DELETE	Deletes an existing contact
Remove Tag from Contact	POST	Removes a tag from a contact
Tag a Contact	POST	Adds a tag to a contact
Get Contact	GET	Fetches a specific contact by ID
Search Contacts	GET	Retrieves the latest 200 contacts meeting the specified criteria
Add Note	POST	Adds a note to a record

Authorization

Your users will login to Zoho CRM via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

Limitations

Following are the limitations in the Zoho CRM App Connector as yet.

• The Twitter and Skype ID you use should be one word with no spaces.

• The connector does not support ‘.cn’ domains.