Zoho CRM Deal Resource

Use the Zoho CRM connector and integrate it with your workflows to create new deals, update and delete already existing ones, get you a detailed report about them or a whole list of all the deals that you have access to.

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Note: Please refer to the Zoho Credentials page to learn how to create their credentials and use them.

1. Creating A New Deal

• Zoho connector Deal resource create operation
• To create a deal simply use the create operation and give the deal a name or use a saved variable input to create one.

Note: you have a set of options to choose from when creating a Deal and these are optional.

2. Deleting A Deal

• Zoho connector Deal resource delete operation
• All you need to do is mention the deal that needs to be deleted either by choosing it from the list of deals or using a variable input.

3. Get A Deal Information

• zoho connector Deal resource get operation
• Mention the deal you wish to have it's information ready to share either by selecting the deal from the list section or by using a saved variable.

4. Get A List Of All Deals

• zoho connector Deal resource get many operation
• To get a list of all the deals you currently have just use the get many operation.

Note: There are optional filters for you to use if you want a detailed or specific deals.

5. Updating A Deal

• Zoho connector Deal resource update operation
• To update any Deal you have access to just mention them in the deal section.

Note: There are optional fields that you can use to update certain fields.