Getting Started

Easily connect Morf to your Zoho account and automate your Zoho workflows, such as syncing contacts, managing deals, and more.

Get access to the API

To connect Morf with Zoho, you need to create a Zoho API client and gather a few credentials. Follow these steps:

Go to the Zoho Developer Console.
Click GET STARTED if prompted.
Under Self Client, click CREATE NOW.
Fill in the required details. Once created, go to the Client Secret tab and copy the Client ID and Client Secret. You will need these to configure the Zoho integration in Morf.
Visit the Zoho CRM homepage and retrieve your Organization ID:
- Click your profile icon in the top-right corner.
- Hover to reveal your Organization ID.

Configure Zoho in Morf

In the Morf Dashboard, navigate to Integrations > + Connect Integration.
Enter your Client ID, Client Secret, and Organization ID.

Parameters

Action

Parameters

Hide parameters

string

This field maps to the destination API ID field.

string

required

PII This field maps to the destination API Email field.

First Name

string

PII This field maps to the destination API First_Name field.

Last Name

string

required

PII This field maps to the destination API Last_Name field.

Account Name

string

This field maps to the destination API Account_Name field.

Lead Source

string

This field maps to the destination API Lead_Source field.

Date of Birth

values.v1.Date

PII This field maps to the destination API Date_of_Birth field.

Phone

string

PII This field maps to the destination API Phone field.

Mailing Street

string

PII This field maps to the destination API Mailing_Street field.

Mailing City

string

PII This field maps to the destination API Mailing_City field.

Mailing State

string

PII This field maps to the destination API Mailing_State field.

Mailing Zip

string

PII This field maps to the destination API Mailing_Zip field.

Mailing Country

string

PII This field maps to the destination API Mailing_Country field.

Fields

Map<Contact Field,dynamic (any)>

This field maps to the destination API <Contact_Field> field.

{
  "$result_object_key": {
    "account_name": "Acme Corp",
    "additional_fields": {
      "Custom_Field_1": "Value1",
      "Custom_Field_2": "Value2"
    },
    "date_of_birth": "1990-01-01",
    "email": "jane.doe@example.com",
    "first_name": "Jane",
    "id": "6325355123451030002",
    "last_name": "Doe",
    "lead_source": "Website",
    "mailing_city": "San Francisco",
    "mailing_country": "USA",
    "mailing_state": "CA",
    "mailing_street": "123 Main St",
    "mailing_zip": "94105",
    "phone": "+1234567890"
  }
}

{
  "$result_object_key": {
    "account_name": "The name of the account associated with the contact.",
    "additional_fields": "Additional fields for the contact.",
    "date_of_birth": "The contact's date of birth.",
    "email": "The contact's email address.",
    "first_name": "The contact's first name.",
    "id": "The contact's unique identifier.",
    "last_name": "The contact's last name.",
    "lead_source": "The source from which the lead originated.",
    "mailing_city": "The city for mailing.",
    "mailing_country": "The country for mailing.",
    "mailing_state": "The state for mailing.",
    "mailing_street": "The street address for mailing.",
    "mailing_zip": "The ZIP code for mailing.",
    "phone": "The contact's phone number."
  }
}

Result Object Field Details

You can use the result of the action’s data as inputs to downstream workflow actions. Each fetch action requires a result object key to be specified which will nest the action’s result data inside the downstream data context in the Workflow. Here we demonstrate how to refer to this data using the prefix $result_object_key.

Contact

Fetch Action Response Object

Hide fields

string

required

ID The contact’s unique identifier.

CEL

$result_object_key.id

Example

"6325355123451030002"

string

PII The contact’s email address.

CEL

$result_object_key.email

Example

"jane.doe@example.com"

first_name

string

PII The contact’s first name.

CEL

$result_object_key.first_name

Example

"Jane"

last_name

string

PII The contact’s last name.

CEL

$result_object_key.last_name

Example

"Doe"

account_name

string

The name of the account associated with the contact.

CEL

$result_object_key.account_name

Example

"Acme Corp"

lead_source

string

The source from which the lead originated.

CEL

$result_object_key.lead_source

Example

"Website"

date_of_birth

values.v1.Date

PII The contact’s date of birth.

CEL

$result_object_key.date_of_birth

Example

"1990-01-01"

phone

string

PII The contact’s phone number.

CEL

$result_object_key.phone

Example

"+1234567890"

mailing_street

string

PII The street address for mailing.

CEL

$result_object_key.mailing_street

Example

"123 Main St"

mailing_city

string

PII The city for mailing.

CEL

$result_object_key.mailing_city

Example

"San Francisco"

mailing_state

string

PII The state for mailing.

CEL

$result_object_key.mailing_state

Example

"CA"

mailing_zip

string

PII The ZIP code for mailing.

CEL

$result_object_key.mailing_zip

Example

"94105"

mailing_country

string

The country for mailing.

CEL

$result_object_key.mailing_country

Example

"USA"

additional_fields

object

required

Additional fields for the contact.

CEL

$result_object_key.additional_fields

Example

{
"Custom_Field_1": "Value1",
"Custom_Field_2": "Value2"
}

Events

Actions

Create Or Update Contact

Getting Started

Get access to the API

Configure Zoho in Morf

Parameters

Result Object Field Details

Events

Actions

Documentation Index

​Getting Started

​Get access to the API

​Configure Zoho in Morf

​Parameters

​Result Object Field Details

Getting Started

Get access to the API

Configure Zoho in Morf

Parameters

Result Object Field Details