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Documentation Index

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images/zoho.svg

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Getting Started

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

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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:
  1. Go to the Zoho Developer Console.
  2. Click GET STARTED if prompted. Get Started
  3. Under Self Client, click CREATE NOW. Choose a Client Type
  4. 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.
  5. 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.
    Find Organization ID

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Configure Zoho in Morf

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

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Parameters

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Action
Parameters
{
  "$result_object_key": {
    "additional_fields": {
      "Custom_Field_1": "Value1",
      "Custom_Field_2": "Value2"
    },
    "amount": 1000,
    "campaign_source": "Email Campaign",
    "closing_date": "2023-12-31",
    "contact_id": "6325355123451030002",
    "deal_name": "Big Deal",
    "description": "This is a big deal.",
    "id": "6325355123451030002",
    "stage": "Negotiation",
    "type": "Generics"
  }
}

{
  "$result_object_key": {
    "additional_fields": "Additional fields for the deal.",
    "amount": "The amount of the deal.",
    "campaign_source": "The source of the campaign associated with the deal.",
    "closing_date": "The closing date of the deal.",
    "contact_id": "The ID of the contact associated with the deal.",
    "deal_name": "The name of the deal.",
    "description": "A description of the deal.",
    "id": "The unique identifier of the deal.",
    "stage": "The current stage of the deal.",
    "type": "The type of the deal."
  }
}

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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.
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Deal
Fetch Action Response Object