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    Update Records in Zoho CRM

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    Overview

    Automate the process of updating records in Zoho CRM, using zoho.crm.updateRecord() task in Zoho Creator.

    Syntax

    <variable> =zoho.crm.updateRecord(<module_name>, <record_ID>, <data_map>, {<optional_data_map>});

    where,

    Params DescriptionData type

    <variable> 

    is the response returned by Zoho CRM.

    		MAP

    <module_Name> 

    is the API name of the CRM module where the records will be updated. 

    Following is the list of supported modules.

    Leads

    DealsFID

    Products

    Contacts

    Campaigns

    Vendors

    Accounts

    Cases

    Quotes

    Sales_Orders

    Purchase_Orders

    Invoices

    Note: Refer this for the instructions to get API names of the CRM modules and fields.

    		STRING

    <record_Id>

    is the ID of the record that needs to be updated.

    		NUMBER

    <data_map>

    Input map with key as each field's API name and its updated value. For ex: {"Last_name":"Zoho CRM"}

    		MAP

    <optional_data_map>

             (optional) 

    Represents all the other data in a map other than input MAP.

    		MAP
     


    Example 1: Update a Lead record by specifying its ID

    Let's assume we have a Zoho Creator Form with the following fields:

    • Company Name (Zoho CRM Leads field type)
    • Name (Single Line field type)
    • Telephone (Number field type)
    • Email Address (Email field type)

    Add the following script in the On Success workflow to update details of the specified Lead id.

    leadinfo = {"Company":input.Company_Name, "Last_Name":input.Name, "Phone":input.Telephone, 
"Email":input.Email_Address}; 

resp = zoho.crm.updateRecord("Leads",input.Lead_ID,leadinfo);

    where,

    leadinfo
    contains key values pairs, where the keys are API names of Zoho CRM fields and values are updated field inputs.
    resp
    is the response returned as map by Zoho CRM. The fetched records will be contained in the response.
    "Leads"
    is the label name of Zoho CRM Leads Module, of string datatype, where the records will be updated.
    input.Lead_ID
    refers to the Form field(Lead) input.

    Example 2: Update a Quote with Product details by specifying the Quote ID

    Let's assume we have a Zoho Creator Form used to store Quotes and its Products details. The Form consists of the following fields:

    • Subject (Single Line field type)
    • Account (Zoho CRM Accounts field type)
    • Product Details (Subform field type) containing Product (Zoho CRM Products field type) and Quantity (Number field type)

    Add the following script in the On Success workflow to update an existing Quotes record:

    quoteDetails = map(); 
quoteDetails.put("Subject", input.Subject); 
quoteDetails.put("Account_Name", {"id":input.CRM_ACCOUNT_ID});productsList = List:Map(); 
 
for each product in input.Product_Details 
{ 
Product_Details = map(); 
Product_Details.put("product", {"id":product.CRM_PRODUCT_ID});Product_Details.put("quantity", product.Quantity); 
productsList.add(productDetails); 
} 
quoteDetails.put("Product_Details", productsList); 

resp = zoho.crm.updateRecord("Quotes", QuotesID, quoteDetails);

    where,

    resp
    is the response returned as map by Zoho CRM. The fetched records will be contained in the response.
    "Subject" 
"Account_Name" 
"product" 
"quantity" 
"Product_Details"
    are API names of Zoho CRM fields. They are of string data-type.
    input.Subject 
input.CRM_ACCOUNT_ID
    are Zoho Creator field inputs.
    input.Product_Details
    is Subform field input.
    product
    stands for each subform entry or record.
    product.CRM_Product_ID 
product.Quantity
    are unique Subform field inputs for each Subform entry or record.
    productsList
    is a list variable containing map values of subform field inputs.
    "Quotes"
    is the CRM module, of string datatype, where the record will be updated.
    response
    is response returned as map by Zoho CRM. Check sample response here.

    Response Format

    The response returned is of the following format:

    {
                "Modified_Time": <Date/Time in ISO 8601 format>,
                    "Modified_By": {
                        "name": <User_Name>,
                        "id": <user_id>
                    },
                    "Created_Time": <Date/Time in ISO 8601 format>,
                    "id": "id of the record updated",
                    "Created_By": {
                        "name": <User_Name>,
                        "id": <user_id>
                    }
                }

    The following is a sample response when a lead is updated in Zoho CRM:

    {  
       "Modified_Time":"2018-03-26T15:17:39+05:30",
       "Modified_By":{  
          "name":"Ben",
          "id":"2938383000000132011"
       },
       "Created_Time":"2018-03-26T14:39:28+05:30",
       "id":"2938383000000392001",
       "Created_By":{  
          "name":"Ben",
          "id":"2938383000000132011"
       }
    }

    Related Links

    • To fetch the string value to which the specified key is mapped, use get()
    • To get values from fetched records, use getJSON()
    • To convert the json string to list format, use toJSONList().

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