Add new Zoho contacts from Woodpecker.co replies
Woodpecker.co + Zoho CRM
The first thing you'll need to do is connect your ZohoCRM Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:
In this dialog you will need to select your Zoho Account's Domain. You can find this by checking your browser's address bar while logged into your Zoho Account.
Follow the corresponding link to find your Auth Token. It will be the value after AUTHTOKEN=
Finally, your Account will be tested and, if everything works, added.
Now you can continue creating your Zap.
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You will need to create an auth token here: https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi. If it still doesn't work, you may also need to contact your ZohoCRM administrator to enable API access.
You will need to delete any old or unused Auth Tokens in Zoho CRM by visiting this link: https://accounts.zoho.com/u/h#sessions/userauthtoken
Then you will be able to create a new auth token here: https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi
Zoho has very strict API limits. On their lower plans you can have about two Zaps triggering off Zoho turned On at a time. We recommend contacting Zoho to get your API limit raised. Read more on ZohoCRM's API limits here: http://www.zoho.com/crm/help/api/using-authentication-token.html#API_Limit
Custom Modules are not currently supported by this trigger. Zoho CRM's API limits you to the standard modules listed here.
That is because Product Details and a few other fields are Related Fields in Zoho. We don't support these in Zapier yet. (More on what these are is at this link.) We try and hide them where we can but they pop up occasionally. We recommend using a different free text field to apply miscellaneous details for the record as a workaround for now. We have a couple feature requests for related fields; write to email@example.com to get notified if/when support is available.
Zoho requires a specific format to accept the date field. If you get the error above, you'll want to add a Formatter step that takes the date/time field and converts it to a format like this: 2016-05-10 09:40:35
You can do so by setting up your Formatter Date/Time action like this:
We've seen two issues in the past with Zoho workflow rules:
Check to make sure that you are on the Zoho Enterprise plan. Also, check to make sure that the Zoho user connected to Zapier has permissions to trigger workflows.
Zoho expects the user's email address, not their name, when doing a lookup. Make sure you map the person's email like this:
If the previous steps don't give you the account owner's email, you can use the Formatter to create a lookup table and then pass the output of the lookup table to Zoho.
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