Zoho CRM

Activities in Process Builder

You can use out-of-the-box activities for Zoho CRM to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for Zoho CRM:

• Convert Multiple Leads
• Create Multiple Records
• Delete Multiple Records
• Update Multiple Records

For more information, refer to the process activities for Zoho CRM in Process Builder.

Access Tokens

You can create access tokens for Zoho CRM.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Zoho CRM.

• process activities for Zoho CRM - Process activities
• Access Token for Zoho CRM

Examples

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Zoho CRM Documentation

Use these links to find third-party vendor documentation for Zoho CRM:

• https://www.zoho.com/crm/help/
• https://www.zoho.com/crm/help/developer/api/

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Keywords

Zoho CRM, Zoho, CRM, customer relationship management