Zoho Contact

Description

The Zoho Contact entity stores key details about individuals, such as names, emails, phone numbers, and company associations. It is commonly used to manage leads, customers, or business partners in Zoho CRM.

The Zoho Contact activity is specifically designed to work with the Contacts module of Zoho CRM. It allows users to perform Create, Read, Update, and Delete (CRUD) operations on individual or multiple contacts directly from a workflow.

Use this activity to:

• Retrieve contact details (single or all)
• Create or update one or more contact records
• Delete specific contacts

Use case: Contact lists imported using Read Excel activity or Query Execution activity can be added to Zoho CRM via the Zoho Contact activity. These contacts can then be filtered based on fields like source or location using Filter On Value. Once enriched, they can be auto-synced to tools like Mailgun or Google Sheets for campaigns, or linked with deals using ZohoDeal.

Input

• Data – Required for Create, Create Many, and Update operations

Output

Output Type	Format	Description
Data	JSON	Returned contact record(s)

Configuration Fields

Field Name	Description
Zoho Connection	Select a valid Zoho connection. This authenticates your access to the Zoho CRM account.
Operation	Choose the type of action to perform: Get Get All Create Create Many Update Delete
ID	Provide the Zoho Contact ID. This is required for: Get Update Delete operations.
Fields	Provide key-value pairs for contact attributes (e.g., Email, Last Name) to be used for Create or Update operations.
Fields Mapping	Used in Create Many. Map input column names (from previous step) to Zoho Contact fields for batch creation. Supports dynamic field mapping.

Sample Input

Operation	Required Fields	Example Input
Get	Id	Id 1234567890
Get All	None	(No input required)
Create	Contact fields	First Name John Last Name Doe Email [email protected]
Update	Id, Fields	Id 1234567890 Email [email protected]
Delete	Id	Id 1234567890
Create Many	Field Mapping	First Name [First Name] Email [Email]

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	First Name → [First Name] Last Name → [Last Name] Email → [Email]

Sample Output

Id	First Name	Last Name	Email	Phone	Created Time	Modified Time
34567	John	Doe	[email protected]	+91123456789	2024-04-01T10:30:00Z	2024-06-15T12:45:00Z
75432	Jane	Smith	[email protected]	+91987654321	2024-05-03T09:15:00Z	2024-06-17T11:20:00Z

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