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Zoho CRM API integration with Rest of the Platform

Zoho CRM API integration with Rest of the Platform

Zoho CRM has exposed its APIs for developers to allow them to build custom solutions around them to help manage complex enterprise operations. With easy integration of Zoho CRM in almost all platforms that your business uses, you never have to worry with development or IT challenges burdening your operations. The developer platform from Zoho CRM API tools offers low-code development, as well as micro services to allow professional code for automation, enterprise-wide data integration, and creation of custom web & mobile solutions.

Features
The endless list of features of Zoho CRM’s developer APIs allow integration with any platform, any programming language, and can be customized to fit any size. Some of its major features are listed below.
1. API Dashboard for monitoring Account API Usage
You can easily track the API usage of your account as well as get in-depth analytics including:
The graphical and tabular views in the dashboard make it easy for team leads to perform analysis. The dashboard supports both the versions 1 and 2 of the Zoho CRM APIs.
2. Freedom of Language
The API SDK is available in all the major programming languages including Java, Python, and JavaScript, PHP, and C #. This makes the API truly global, Omni-present, and flexible.
3. Sales Force Automation
Automate many tasks for your sales force to help them close deals faster and smarter. Important but time-consuming tasks can be automated easily, including:
Your sales team gets more time to focus on creating & nurturing leads, closing deals, and growing customer base.
Process Management

With Zoho CRM developer APIs, you can build a standardized sales process around the most effective sales strategies. Guide your sales team from lead creation to closing deals in standard steps with sufficient side-stepping for all possible combinations of cases.

6. Omnichannel Presence
With Zoho developer APIs, you can control your omni channel presence and integrate it with Zoho CRM. You can easily control your communication for all channels and offer newer ways of interaction to customers. Still your data would be centrally located safely.
7. Analytics
Access the in-depth Zoho CRM analytics by leveraging the developer APIs and making smarter business decisions. Analytics cover everything:
You can create customized dashboards with widgets powered by APIs to pull data in the form of charts, graphs, and tables for sales, KPIs, target meters, and sales funnels.
8. Performance Management.
With regular monitoring of sales activity from a macro to micro level allows you to keep tabs on performance and identify gridlocks? With developer APIs, you can get insights in real-time to help you fix an issue before it’s too late.
9. Customization
Developer APIs help you customize the Zoho CRM to fit your business needs. You can define and use custom fields, CTA buttons & links, and layouts that help your team and customers the best. Your teams can localize the language and currency; create custom views, match information, and test.
10. Marketing Automation
Allow your sales and marketing teams to work in close coordination by building better integration tools – with clear separation in activities and clear rules of engagement. Marketing teams can run efficient campaigns and pass on the leads data to the sales team. Sales teams can give feedback to the former to fine-tune their campaign pitch.
11. WfA
Using developer APIs of Zoho CRM allows your teams to Work from Anywhere (WFA) – office, home, field, or remote site. Allow the teams to access CRM through custom mobile apps and web applications on any device even while travelling or on slow connections and empower your sales force.
12. Secure
All APIs undergo a rigorous and state-of-the-art security protocol to protect your data in storage, transit, and in the apps. Security measures like access control, encryption, IP restrictions, audit logs, and 2-factor authentication, are in place and all APIs honor them.

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Features
1. OAuth 2.0
OAuth2.0 protocol for authentication is used by all v2 APIs. They obtain access tokens by using Authorization Code Grant Type allowing you to control which data to share with an application. You can also define limited scopes to control the type of resources a client application can access.
2. REST APIs

The REST standard is at the core of all v2 APIs using the HTTP request methods to get work done.

All responses have an HTTP status code.
3. Only JSON
All v2 API use JSON format for inputs and responses. The v1 APIs supported both XML and JSON. The biggest reasons for going all JSON are:
4. Dedicated CRM Domain
All Zoho CRM v2 APIs have a dedicated CRM domain making the serving of CORS requests faster.
5. API Names
Internally generated API names are used by Zoho CRM v2 APIs while creating a custom module, field, or related list label. This allows that the field and label names are not tightly coupled with API names and can be easily changed.
6. Limits and Throttling
The Zoho CRM v2 APIs use a rolling window and a credit system for counting the API access to your applications, apps, and users. For the Enterprise edition the limit is 500,000 and for the Ultimate edition, it is 1 million. The rolling window of 24-hours begins at the start of the call, instead of resetting at midnight as in v1 APIs.
The new concurrency control system calculates API limits based on the number of concurrent calls/user/app. This controls the number of concurrent API calls that can be made simultaneously.
7. Pagination

The v2 API GET responses to have page information in the form of a JSON object. This object specifies number of records, number of records/page, and number of pages. A boolean field indicates if more records matching the criteria are available.

8. Date/Time Format
The new v2 APIs include the time zone information and not merely date and time like v1 APIs. For example:
The new v2 APIs include the time zone information and not merely date and time like v1 APIs. For example:
REST API
The v2 APIs use the REST standard allowing use of HTTP request methods:
All responses also have an HTTP status code indicating success or otherwise for an operation. With REST APIs you can connect multiple data sources, automate & enhance workflows, and maintain a single view of truth. You can also easily:
Now we discuss some of the most important REST APIs of Zoho CRM.

1. Modules API

Standard modules – like Leads, Accounts, Contacts, Forecasts, Activities, Deals, etc. – can be queried using the modules API.

2. Organization API

Used for fetching organization master data. A related API can be used to upload Organization photos (logo or brand image) for use on all reports and communications.

3. Users APIs

A Zoho CRM user can access and manage CRM records. CRM users are defined using different profiles and belong to categories like Administrators or Standard users.
By using the Users APIs, you can retrieve basic and detailed information on a set of users of a specific user. The allowed operations are: Get, add, update, and delete users.

4. Roles APIs

An administrator can assign one or more roles to a Zoho CRM user defining the scope of the work they can do in the system. The Roles API allows retrieving and setting roles of single or multiple users.

5. Profiles APIs

A user profile defines the access level of a Zoho CRM user and is assigned by an administrator. The Profiles API help you fetch the details of different profiles.

6. Territories API

With effective territory management, you can segregate CRM records based on criteria like region, industry, or size. It allows for easy assignment of territories to different teams and effective monitoring of their performance. Territory API allows you to associate Accounts, Contacts, and Deals with different territories.

7. MetaData APIs

Metadata for fields, layouts, and lists for specific modules allows a developer to build custom views and apps. The Metadata API lists metadata for modules, fields, layouts, related lists, and custom views for modules in your CRM.

8. Records API

A record stores consolidated information for a contact or a company, acquired from multiple sources – including web-forms, social media, calls, walk-ins, advertisements, etc. with Records API you can allow users to fetch, insert, update, upsert (update or insert), delete, or search records from any mobile app or web application. You can also get a list of deleted records and convert a lead into contact or an account.

9. Records API using External ID

To integrate third-party apps, you need access to Zoho CRM’s developer APIs allowing you to manipulate data with the third-party’s reference ID. The external ID field meets this need as a single-line field in any Zoho CRM module representing an external system.
Up to 10 external fields per module are allowed in the Enterprise edition and 15 external fields per module in the Ultimate edition. With an external ID available, you can now create, update, or delete records in Zoho CRM using it and without Zoho CRM's record ID.

10. Subform API

A secondary form or a table – a sub form – allows you to include multiple related items within a primary form and create an association. You can easily establish and show one-to-many relationships in your data.

11. Linking Module APIs

An intermediary module providing a bridge for associating records from two different modules. For example, to merge a Lead record with a Contact record, a new linking module record is created containing information on the association of records from two modules.

12. Related Records Data

Information pertinent to a record like notes, attachments, products, deals, contacts, are maintained in related lists using a related Lists API. You can get a list of related records, update their relations, and delink related records.

13. Contact Roles

To associate multiple contacts with a deal or opportunity, the Contact Role API offers its services. You can get the list, insert, update, and delete contact rows. You can also associate roles with a deal or remove it.

14. Blueprint APIs

The blueprint represents a business process in digital form capturing the entire offline process with software. It allows for easy automation, data & process validation, and better collaboration. You can fetch and update blueprint data with APIs.

15. Tag APIs

Keyword-based search becomes easier with tags associated with records, contacts, and accounts. You can also easily categorize, and sort data based on their attributes. Tags API allows you to list all tags, get a number of records with each tag, create new tags, merge tags into a single tag, update & delete tags, and add & remove tags to records.

16. Other Major APIs

Bulk API

To effortlessly retrieve, import, upload, or export large volumes of data in a single API call use the Zoho CRM’s Bulk API. This asynchronous API gives the best performance running in the background and can be used for data migration, backup, and data sync between Zoho CRM and external services.

Bulk Read APIs
With Bulk Read API you can fetch a large data set and export or take a backup of your data. With a single API call, your API limits are also not impacted at all.
Being an asynchronous API, you will not get an immediate response and will be notified via a callback URL when data becomes available for download. You can download data in CSV or an ICS file format.

You can:

An intermediary module providing a bridge for associating records from two different modules. For example, to merge a Lead record with a Contact record, a new linking module record is created containing information on the association of records from two modules.

15. Tag APIs

Keyword-based search becomes easier with tags associated with records, contacts, and accounts. You can also easily categorize, and sort data based on their attributes. Tags API allows you to list all tags, get a number of records with each tag, create new tags, merge tags into a single tag, update & delete tags, and add & remove tags to records.

To effortlessly retrieve, import, upload, or export large volumes of data in a single API call use the Zoho CRM’s Bulk API. This asynchronous API gives the best performance running in the background and can be used for data migration, backup, and data sync between Zoho CRM and external services.

Bulk Read APIs

With Bulk Read API you can fetch a large data set and export or take a backup of your data. With a single API call, your API limits are also not impacted at all.
Being an asynchronous API, you will not get an immediate response and will be notified via a callback URL when data becomes available for download. You can download data in CSV or an ICS file format.

Bulk Write APIs
Like the Bulk read API, the Bulk Write API allows you to insert, update, or upsert a large set of data. Again, this is an asynchronous API, and the response of your request would become available later. You can insert, update, or upsert a maximum of 25,000 records in a single API call using a CSV file compressed within a ZIP file.
Notification APIs
With instant notifications, your sales team and customers can keep track of all the changes in data. By using Zoho CRM’s Notification APIs you can set up automatic notifications based on events like change in status, or approval of quote as well as on a specific operation like create, update, or delete.
You get the notification on the URL provided. By creating a unique channel ID for every module, you can identify which module is the originator of the notification. Setup notification expiry time limits and disables notifications at any time.
Query APIs
The CRM Object Query Language or COQL allows you to construct ad-hoc queries to fetch data from your Zoho CRM account. You can fetch up to 200 records with a single Query API call.
COQL is based on SQL helping users write their own queries using field API names and module API. Filter and fetch records based on any criteria.
Some of its limitations are:
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What we can do for you?

Raindrops Infotech owns the experienced developers to offer you the best-in-class services in Zoho CRM API integration. We offer the ultimate services for Zoho Books API integration. This further includes the several services with eCommerce ERP, CMS, and CRM like other order management systems. Here is the list of additional services we provide –

We cover several aspects like of WooCommerce and Google Apps. Our mere motive is to increase business productivity with collaboration. We will help you to improve the efficiency of your performance through prospects, customers, and leads.

See what our clients says about our ZOHO integration services on Clutch

There are lots of integrations for normal Google account users. We also provide the custom Zoho CRM API integration to integrate with the Third-party software and plug-in for Social CRM, Microsoft Outlook, Google Accounts, and Adwords, etc. You can connect with us to get the befitting solution for your queries and make your business, a brand.

Do you need help for Zoho API integrations with your business?

Author Details

Bharat Koriya

CEO and Founder of the firm

Mr. Bharat Koriya is the founder and CEO of Raindrops Infotech. He is a very disciplined, soft spoken and enthusiastic person. Being the founder of the company, he takes care of business development activities and maintains relations with clients.

His charismatic and result driven approach has benefited the company to grow and achieve this height where the company stands right now. His vision, long term planning and sharp knowledge on latest technologies made this organization so successful and profitable in such a short period of time. Bharat ensures that the company gets up-to-date & latest knowledge on different technologies and trends in this competitive market. His problem solving skills and co- ordination abilities makes him favorable among clients and team members.

View all posts Bharat Koriya

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