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.