Zoho CRM Lead Resource

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

📘

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

1. Creating A New Lead

   • Zoho connector lead resource create operation
   • To create new leads when they arise, simply mention the name of the lead and the company they are from either by manually inputting them or using a saved variable input.

Note: There are a set of optional fields that you can use when creating your leads.

2. Delete A lead

• Zoho connector lead resource delete operation
• To have a lead deleted just choose the delete operation and specify the deal that is to be deleted or choose a saved variable input.

3. Get A Lead Information

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

4. Get A Detailed List Of All Leads

• Zoho connector lead resource get many operation
• To get a list of all the leads you currently have just use the get many operation.

Note: you can choose from a set of optional fields to filter out the list to be created.

5. Updating A Lead

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

Note: You also have a set of fields that you can use to update your leads.