Zoho
Zoho CRM is a comprehensive customer relationship management platform that helps businesses manage contacts, leads, deals, and customer interactions. Automate sales pipelines, track opportunities, and maintain detailed customer records at scale.
Example Use Cases
Lead Capture Automation
Automatically create leads in Zoho CRM from web forms, chatbots, or marketing campaigns, enriching them with contact details and lead source information for sales follow-up.
Deal Pipeline Management
Update deal stages, values, and probability automatically based on customer actions, contract status, or external triggers to maintain accurate pipeline forecasting.
Contact Synchronization
Keep contact records synchronized between Zoho CRM and other business systems like support platforms, marketing tools, or accounting software for unified customer data.
Activity Tracking
Log customer interactions, calls, emails, and meetings automatically in Zoho CRM, creating comprehensive activity timelines for better customer relationship management.
Supported Actions
Contact Management
- Create contacts with detailed information
- Update contact fields and custom fields
- Retrieve contact details and history
- Search contacts by criteria
- Delete or archive contacts
- Manage contact tags and categories
Lead Operations
- Create leads with source tracking
- Update lead status and fields
- Convert leads to accounts and contacts
- Assign leads to sales representatives
- Retrieve lead details and timeline
- List leads with filtering
Deal Management
- Create deals with pipeline stages
- Update deal amount and close date
- Move deals through pipeline stages
- Associate contacts and accounts with deals
- Retrieve deal history and activities
- List deals by stage or owner
Activity & Notes
- Log calls, meetings, and tasks
- Add notes to records
- Retrieve activity history
- Update task status and completion
- Schedule follow-up activities
Frequently Asked Questions
How does Durable handle Zoho CRM API rate limits?
Zoho CRM enforces API call limits based on your subscription tier. Durable monitors usage, implements intelligent request queuing, and uses bulk operations where possible to optimize API consumption and stay within your limits.
Can I work with custom modules and fields?
Yes. Durable supports Zoho CRM custom modules and custom fields. You can create, update, and query records in custom modules with all field types, enabling full flexibility for your unique business processes.
What happens when lead conversion fails?
Durable validates lead data before conversion and provides detailed error messages for missing required fields or validation failures. Failed conversions are logged with clear guidance on what needs to be corrected.
How are duplicate records handled?
Zoho CRM has built-in duplicate detection rules. Durable respects these rules and provides error information when duplicate records are detected. You can configure your CRM's duplicate handling preferences to control behavior.
Can I access Zoho CRM across different data centers?
Yes. Zoho operates data centers in multiple regions (US, EU, India, Australia, etc.). Durable supports all data centers and automatically routes API requests to the correct region based on your account configuration.
How do I track email communication with contacts?
While Zoho CRM tracks emails sent through its interface, external email tracking requires integration with email providers. Durable can log email activities as notes or tasks, creating comprehensive communication histories in CRM records.
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