Zoho CRM Contact Resource

Integrate the Zoho CRM Connector into your workflows to efficiently manage contacts. This guide provides instructions on how to create, update, delete, and retrieve contact information.

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Note

Before you start, please refer to the Zoho Credentials page for instructions on setting up your credentials.

1. Creating a New Contact

   Operation: Create Contact

• To create a new contact, select the Create Operation and provide the following:
• Contact Name: Enter the name of the contact or use a saved variable input.
• Optional Parameters: You have various optional fields available when creating a contact, which you can fill out as needed.

2.Deleting a Contact

Operation: Delete Contact

• To delete an existing contact, use the Delete Operation.
• Contact: Specify the contact to be deleted by either selecting it from the list or using a variable input.

3. Getting Contact Information

Operation: Get Contact

• To retrieve detailed information about a specific contact, select the Get Operation.
• Contact: Mention the contact you wish to get information about, either by selecting it from the list or using a saved variable.

4. Getting a List of All Contacts

Operation: Get Many Contacts

• To obtain a comprehensive list of all contacts you have access to, use the Get Many Operation.
• Optional Filters: You can apply filters for more detailed or specific results.

5. Updating a Contact

Operation: Update Contact

• To update an existing contact, choose the Update Operation.
• Contact: Specify the contact you wish to update.
• Optional Fields: You can include additional optional fields to update specific information within the contact.