Description
The Zoho Deal entity represents a sales opportunity or potential revenue source linked to an account or contact in Zoho CRM. It helps track the progress, value, and stage of a business transaction in your pipeline.
The Zoho Deal activity enables workflows to interact directly with Zoho CRM’s Deals module. It supports various operations like fetching deals, creating or updating records, and deleting entries—all integrated into your automation flow.
Supported operations include:
- Get: Fetch a single deal by ID
- Get All: Retrieve all deals
- Create: Add a new deal with specified fields
- Create Many: Add multiple deals using mapped fields from previous step
- Update: Modify an existing deal
- Delete: Remove a deal by ID
Use case:
Sales deals data can be imported from spreadsheets using Read Csv, then created or updated in Zoho using the ZohoDeal activity. Based on deal stage, workflows can send notifications to account managers or update dashboards using Pivot Columns. Deal win/loss metrics can be extracted using Extract From Array or AggregateData.
- Data – Required for
Create, Create Many, and Update operations.
Output
| Output Type | Format | Description |
|---|
| Data | JSON | Returned deal record(s) |
Configuration Fields
| Field Name | Description |
|---|
| Connection | Select a Zoho connection. Required for authenticating API access. |
| Operation | Select one of the supported operations:
- Get
- Get All
- Create
- Create Many
- Update
- Delete
|
| Id | Required for Get, Update, and Delete. This is the unique Deal ID in Zoho CRM. |
| Fields | Used in Create and Update to define deal properties (e.g., Deal Name, Stage, Amount). |
| Fields Mapping | Used in Create Many. Maps data columns from previous steps to Zoho Deal fields (e.g., Map Deal Name to [Opportunity]). |
| Operation | Required Fields | Example Input |
|---|
| Get | Id | |
| Get All | None | (No input required) |
| Create | Deal fields | | Deal Name | Acme Deal | | Stage | Qualification | | Amount | 10000 |
|
| Update | Id, Fields | | Id | 701234567890 | | Amount | 12000 |
|
| Delete | Id | |
| Create Many | Field Mapping | | Deal Name | [Opportunity] | | Amount | [Revenue] | | Stage | [Stage] |
|
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 Sales |
operation | CreateMany |
fieldsMapping | - Deal Name → Opportunity
- Amount → Revenue
- Stage → Stage
|
Sample Output
| Id | Deal Name | Stage | Amount | Created Time | Modified Time |
|---|
| 90901 | Acme Deal | Qualification | 10000 | 2024-04-01T11:00:00Z | 2024-06-15T12:45:00Z |
| 90902 | Beta Deal | Proposal | 15000 | 2024-05-05T09:45:00Z | 2024-06-18T14:30:00Z |
This activity simplifies working with Zoho Deal data within workflow automations.
It ensures your pipeline stays synchronized across systems with minimal manual effort.
