Zoho CRM

The Zoho CRM piece in ZBrain Flow provides integration with Zoho's customer relationship management platform, allowing you to access and manage your sales and customer data directly from your workflows. This connector enables you to interact with Zoho CRM's functionality without manual intervention. With Zoho CRM integration, you can build automations that retrieve important files, access customer records, analyze sales data, and connect your CRM information with other business systems. This piece is ideal for sales teams looking to streamline their CRM operations, automate data retrieval, and ensure consistent information flow across their digital ecosystem.

How to Use Zoho CRM in ZBrain Flow

Step 1: Select Zoho CRM as Your Connection

• Click on the '+' button in the Flow and search for Zoho CRM.

• Select Zoho CRM.

• Decide on the action you need, then select it. ZBrain Flow provides two options:

  • Read file – Download file content from your Zoho CRM, such as backups or reports.

  • Custom API Call – Make specialized requests to the Zoho CRM API.

How to Connect to Your Zoho CRM Account

Before using any Zoho CRM actions in ZBrain Flow, you'll need to set up a connection to your Zoho CRM instance. This is a one-time setup that will allow you to access your CRM data securely. The steps involved in it are:

• From any Zoho CRM action, click on the connection dropdown and select 'Create connection'.

• In the popup window, you'll have to enter the following details to authenticate with Zoho CRM:

  • In the 'Connection Name' field, enter a descriptive name to identify this Zoho CRM connection

  • From the 'Location' dropdown, select the regional server where your Zoho CRM account is hosted:

    • US (North America)

    • EU (Europe)

    • IN (India)

    • AU (Australia)

    • JP (Japan)

    • CN (China)

    • Other available regions

  • Click 'Connect' to open the Zoho authentication window.

• Sign in with your Zoho CRM credentials and authorize ZBrain Flow to access your CRM.

• Once authenticated, you'll be redirected back to ZBrain Flow.

• Click 'Save' to store this connection.

After completing this setup, your Zoho CRM connection will be available for all Zoho CRM actions in your ZBrain Flow.

How to Download Documents from Zoho CRM

Step 1: Connect to Zoho CRM

For connecting to your Zoho CRM account, follow the steps in the "How to Connect to Your Zoho CRM Account" section above.

Step 2: Specify File Location

• In the 'URL' field, enter the complete URL of the file you want to download from Zoho CRM. This should be the direct link to the file resource in your CRM system.

After configuration, this action will retrieve the specified file from your Zoho CRM account.

How to Send Custom API Call to Specific Endpoints

Step 1: Connect to Zoho CRM

For connecting to your Zoho CRM account, follow the steps in the "How to Connect to Your Zoho CRM Account" section above.

Step 2: Select Request Method

• From the 'Method' dropdown, choose the appropriate HTTP method (GET, POST, PUT, DELETE, etc.). Different Zoho CRM operations require different methods according to their API documentation.

Step 3: Configure Headers (Optional)

• Click 'Add Item' in the 'Headers' section to add any custom headers. Note that authorization headers are automatically injected from your connection.

Step 4: Add Query Parameters (Optional)

• Click 'Add Item' in the 'Query Parameters' section to add URL parameters.

Step 5: Provide Request Body (Optional)

• For POST, PUT, or PATCH requests, enter the JSON data to send in the 'Body' field.

Step 6: Set Error Handling (Optional)

• Enable 'No Error on Failure' if you want the flow to continue even if the API request fails.

• Set a 'Timeout' value in seconds to limit the request duration.