Zoho Lead

Description

The Zoho Lead entity represents potential customers or contacts captured through marketing or sales outreach. Each lead includes information such as name, company, contact details, and lead status. It is the starting point for customer conversion in Zoho CRM.

The Zoho Lead activity enables workflows to perform operations like retrieving, creating, updating, or deleting lead records in Zoho CRM. It supports both single and bulk operations, making it suitable for lead automation and enrichment pipelines.

Use this activity to:

• Get – Retrieve a single lead by ID
• Get All – Retrieve all leads
• Create – Add a new lead record
• Create Many – Add multiple lead records using field mappings
• Update – Modify an existing lead record
• Delete – Delete a lead by ID

Use case:

Input

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

Output

Output Type	Format	Description
Data	JSON	Zoho lead record(s) output

Configuration Fields

Field Name	Description
Connection	Select a Zoho connection (OAuth). Required for authentication.
Operation	Select one of the supported operations: Get Get All Create Create Many Update Delete
Id	Used in Get, Update, and Delete. Provide the Zoho Lead ID.
Fields	Used in Create and Update. Define values like Company, First Name, Last Name, Email, etc.
Fields Mapping	Used in Create Many. Maps fields from input data to Zoho fields.

Sample Input

Operation	Required Fields	Example Input
Get	Id	Id 1234567000000302011
Get All	None	(No input required)
Create	Lead fields	Company Acme Corp Email [email protected]
Update	Id, Fields	Id 1234567000000302011 Status Contacted
Delete	Id	Id 1234567000000302011
Create Many	Field Mapping	Company [OrgName] Email [WorkEmail]

Input fields for Create Many operation are mapped from data output by the previous activity in the workflow.

Sample Configuration

Field	Value
connection.id	zoho-prod-002
connection.name	Zoho CRM Lead Sync
operation	CreateMany
fieldsMapping	Company → OrgName Email → WorkEmail Phone → ContactNumber

Sample Output

Id	Company	Email	Status	Created Time
12345670000000001	Acme Corp	[email protected]	New Lead	2024-05-10T10:00:00Z
12345670000000002	Beta Inc.	[email protected]	Contacted	2024-05-11T12:30:00Z

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