Zoho CRM

Zoho CRM Help & Support

  • How to Get Started With Zoho CRM
  • Popular Things to Do With Zoho CRM
  • Common Problems With Zoho CRM

How to Get Started With 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:

Connect your ZohoCRM account to Zapier

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.

Find your domain and auth token

Follow the corresponding link to find your Auth Token. It will be the value after AUTHTOKEN=

Confirm or reauthorize Zapier's access

Finally, your Account will be tested and, if everything works, added.

Account added and tested

Now you can continue creating your Zap.

Popular Things to Do With Zoho CRM

Add new Zoho contacts from Woodpecker.co replies

Woodpecker.co + Zoho CRM

Try It

Add new Zoho contacts to an Route4Me address book

Zoho CRM + Route4Me

Get Speak2Leads calls when you have new Zoho leads

Zoho CRM + Speak2Leads

Add new Zoho leads to a Smshosting list

Zoho CRM + Smshosting

Send text messages from your Zipwhip account to new leads created in Zoho

Zoho CRM + Zipwhip

Send Ytel ringless voicemails to new Zoho leads

Zoho CRM + Ytel

Common Problems With Zoho CRM

I Cannot Get My Auth Token To Work#

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.

I received an error for "EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS" when connecting my account#

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

I received an error for "Crossed License Limits"#

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

New Entry trigger doesn't trigger#

Custom Modules are not currently supported by this trigger. Zoho CRM's API limits you to the standard modules listed here.

My field isn't getting saved (like Product Details) but the rest of the record is#

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 contact@zapier.com to get notified if/when support is available.

Error: Please check whether you have provided proper values for "DATE" fields#

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:

""

Trigger Workflow is set to yes but not being triggered in Zoho#

We've seen two issues in the past with Zoho workflow rules:

  • Plan issues - some workflows are only available on the Enterprise plans in Zoho.
  • Permission issues - some workflows are created by other users, or non-admins are trying to trigger them. Zoho generally won't allow this.

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.

The wrong Account Owner is being set#

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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