Search Zoho CRM records

The “Search Zoho CRM records” action node allows you to search for and retrieve a specific Zoho CRM record based on defined criteria. It is essential for workflows that require existing customer data to determine the next action.

To update a specific Zoho CRM record accurately, you will need to provide the relevant record ID. The “Search Zoho CRM records” action allows you to retrieve the correct record by searching Zoho CRM based on defined criteria. Once the matching record is found, its ID can be used in the “Update Zoho CRM record” action node to ensure seamless and precise data updates between platforms.

To set up the node, follow these steps:

1. Click on the “Search Zoho CRM records” action node to open up its form, which will appear on the right side of the screen
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Zoho CRM organization. If you haven’t set up your Zoho CRM integration, refer to this Help Center article to learn more about Zoho CRM integrations.
      
   2. Object type: Choose the Zoho CRM object you want to search against. The options (Contact, Company, Deal, Ticket, or Custom object) are dynamically pulled from your connected Zoho CRM account.
   3. Set search conditions
      1. Property: Select the Zoho CRM property to match (e.g., email, phone, hs_object_id, domain, dealname, custom fields).
      2. Operator: Choose the comparison (e.g., equals, contains, starts with, greater than, less than).
      3. Value: Enter a static value or insert a variable (trigger, contact, or mid‑flow) using the picker. For example:
         1. Find contact by email: Property: email → Operator: equals → Value: {Contact: email}
            
            
             
      4. Handle error: Toggle this on to set up a fallback path whenever a search request fails. When enabled: 
         1. An additional branch will appear in the flow, specifically for failed requests
         2. You can configure this branch to define what should happen when the request cannot be completed, for example, create a new contact 
            
             

Create Zoho CRM record

The “Create Zoho CRM record” action node creates a new record in Zoho CRM when triggered. You can use it to add new Zoho CRM contacts, custom objects on Zoho CRM directly from SleekFlow.

Common use cases include:

• Lead generation: When a new customer interacts with your business in SleekFlow, create a Zoho CRM contact for future follow-ups.
• Sales pipeline automation: When a customer expresses interest in a product, automatically create a new deal in Zoho CRM.
• Customer support requests: When a customer submits an inquiry, generate a Zoho CRM ticket to track and resolve the issue.

To set up the node, follow these steps:

1. Click on the “Search Zoho CRM records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Zoho CRM organization. If you haven’t set up your Zoho CRM integration, refer to this Help Center article to learn more about Zoho CRM integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Map properties
      1. Property: Select the Zoho CRM property you want to fill (e.g., email, firstname, dealname, subject).
      2. Value: Enter a static value or insert a variable using the {x} picker (e.g., {Contact: email}, {Trigger: order_amount}).
      3. Click Add to include multiple property-value mappings.
         

Update Zoho CRM record

The “Update Zoho CRM record” action node modifies an existing Zoho CRM record with new information. It ensures that customer data remains consistent across both platforms.

Common use cases include:

• Update lead status: When a contact engages with a sales message, update their Zoho CRM lead status.
• Sync customer details: If a customer updates their phone number in SleekFlow, reflect the change in Zoho CRM.
• Track order progress: When an order is placed in SleekFlow, update the corresponding deal’s stage in Zoho CRM.

To set up the node, follow these steps:

1. Click on the “Search Zoho CRM records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Zoho CRM organization. If you haven’t set up your Zoho CRM integration, refer to this Help Center article to learn more about Zoho CRM integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Identify record by: Pick how the row is identified
      1. Record ID: Enter a specific Zoho CRM record ID to update.
      2. Variables: Use a variable (e.g., from a previous Search Zoho CRM records node) to dynamically provide the Record ID.
   4. Choose properties to update
      Decide which Zoho CRM fields you want to update when this action runs.
      1. Property: Select the Zoho CRM property you want to update (e.g., phone, dealstage, hs_pipeline_stage, renewal_date).
      2. Value: Enter a static value or insert a variable using the {x} picker.
      3. Click Add to update multiple properties in the same record.