Zoho CRM Integration Tasks
Note:
- Each time any of the CRM integration tasks is executed, it triggers an API request in the back-end. This call is deducted from the External Calls limit available for the service from which the task is executed, based on your pricing.
- Only actual executions that receive a response (whether success or failure) are counted, not the number of times the task appears in the script. For example, if Create record task is placed inside a for each task that iterates five times, the number of external API calls consumed will be five, even though the task appears only once in the script.
- Create Record in Zoho CRM: Creates a record in the specified module
- Get Records from Zoho CRM: Fetches records from the specified module
- Fetch Record from Zoho CRM using record ID: Fetches the specified record based on the record ID
- Get Related Records from Zoho CRM: Retrieves associated records from the submodule linked to the parent module
- Search Records in Zoho CRM: Fetches records based on search criteria
- Update Record in Zoho CRM: Updates the specified record with new values
- Update related record in Zoho CRM: Updates a record in a submodule related to a record in a parent module
- Bulk Create Records: Creates multiple records under the specified module
- Update records in bulk in Zoho CRM: Updates multiple records of the specified module
- Attach file: Attaches a file to the specified record
- Convert Lead: Converts a lead into a contact, deal, and account
- Upsert record: Creates a new record or updates an existing record based on a unique identifier field value