Description
The Zoho Account entity represents company-level information in Zoho CRM, such as business name, industry, and location. It is used to track organizations you’re doing business with, often linked with contacts and deals.
The Zoho Account activity allows workflow-based interaction with the Zoho CRM Accounts module. It supports the following operations:
- Get a specific account by ID
- Get all accounts
- Create a new account
- Create many accounts using mapped input
- Update an account by ID
- Delete an account by ID
Use Case:
Business account data, once extracted using QueryExecution, can be uploaded to Zoho via ZohoAccount. These accounts form the foundation for associating related contacts or deals. Workflows can then segment accounts based on industry or revenue range using GroupLongTailValues and create region-wise reports using PivotColumns.
- Data – Required for
Create Many, and Update operations.
Output
| Output Type | Format | Description |
|---|
| Data | JSON | Returned account record(s) |
Configuration Fields
| Field Name | Description |
|---|
| Connection | Select a Zoho connection. Required to authenticate and perform actions in Zoho CRM. |
| Operation | Operation to perform:
- Get
- Get All
- Create
- Create Many
- Update
- Delete
|
| Id | Required for operations: Get, Update, Delete. Refers to the Zoho Account ID. |
| Fields | Used in Create and Update operations. Define the key-value pairs representing the account fields to set. |
| Fields Mapping | Used in Create Many operation. Maps input data fields to Zoho Account fields dynamically. Requires previous step output with matching keys. |
| Operation | Required Fields | Example Input |
|---|
| Get | Id | |
| Get All | None | (No input required) |
| Create | Account fields | | Account Name | Acme Corp | | Industry | Software |
|
| Update | Id, Fields | | Id | 401234567890 | | Phone | +911234567890 |
|
| Delete | Id | |
| Create Many | Field Mapping | | Account Name | [Company] | | Phone | [Contact Number] |
|
Input fields for Create Many operation are mapped from data output by the previous activity in the workflow.
Sample Configuration
| Field | Value |
|---|
connection.id | abc123 |
connection.name | Zoho Prod |
operation | CreateMany |
fieldsMapping | - Account Name → Company
- Phone → Contact Number
|
Sample Output
| Id | Account Name | Industry | Phone | Created Time | Modified Time |
|---|
| 45678 | Acme Corp | Software | +911234567890 | 2024-04-01T10:30:00Z | 2024-06-15T12:45:00Z |
| 87654 | Zenith Ltd | Services | +919876543210 | 2024-05-03T09:15:00Z | 2024-06-17T11:20:00Z |
