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.