Create Account (Zoho CRM)
Create a new account record in Zoho CRM, including company details, billing, and shipping addresses
What it needs.
Map each field to a column in your table. Optional fields can stay empty.
account_nameThe name of the account/company. This is a mandatory field in Zoho CRM.stringaccount_siteThe site or location of the account.nullablestringparent_accountThe Zoho Account ID of the parent account.nullablestringaccount_numberThe account or reference number.nullablestringaccount_typeThe type of account (e.g., Customer, Prospect, Partner).nullableselectindustryThe industry the account belongs to.nullableselectannual_revenueThe annual revenue of the company.nullablenumberratingThe rating of the account.nullableselectmobile_numberThe primary phone number for the account.nullablestringfaxThe fax number for the account.nullablestringwebsiteThe website URL for the account.nullablestringticker_symbolThe stock ticker symbol of the account.nullablestringownershipThe ownership type of the account.nullableselectemployeeThe number of employees at the company.nullablenumbersic_codeThe Standard Industrial Classification (SIC) code.nullablestringbilling_streetThe billing street address.nullablestringbilling_cityThe billing city.nullablestringbilling_stateThe billing state or province.nullablestringbilling_codeThe billing zip or postal code.nullablestringbilling_countryThe billing country.nullablestringshipping_streetThe shipping street address.nullablestringshipping_cityThe shipping city.nullablestringshipping_stateThe shipping state or province.nullablestringshipping_codeThe shipping zip or postal code.nullablestringshipping_countryThe shipping country.nullablestringdescriptionAdditional notes or description for the account.nullablestring
When to use this.
The "Create Account (Zoho CRM)" action enables users to establish a new account record within Zoho CRM, capturing essential company information such as billing and shipping addresses. This action requires the mandatory input parameter, Account_Name, while offering optional fields like Account_Site, Parent_Account, and Account_Type to provide a comprehensive profile of the account. Upon execution, the action returns key output data including account_id, status, message, created_time, and approval_state, facilitating seamless integration and tracking. Use cases for this action include managing customer relationships, organizing sales leads, and maintaining accurate business records, making it an invaluable tool for CRM professionals. This action falls under the CRM category, enhancing user capabilities in account management and data organization.
What it returns.
Every field this action writes back to the row. Click a line to expand nested objects.
account_idAccount IdstringstatusStatusstringmessageMessagenullablestringcreated_timeCreated Timenullablestringapproval_stateApproval Statenullablestring
How this fits a workflow.
Trigger → Create Account (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.
- Step 1TriggerNew row, form submit, or schedule.
- Step 2Create Account (Zoho CRM)The Zoho CRM action runs.
- Step 3EnrichWaterfall fills missing fields.
- Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.
Two actions you can chain after this one:
Throughput & reliability.
How fast it drains a table, and what happens when the upstream provider has a bad day.
- Per-minute limit100 / min
- Per-day limit2,000 / day
- RetriesAutomatic w/ backoff
- Failed lookupsZero credits
More Zoho CRM actions.
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Get Account by ID (Zoho CRM)
Retrieve details of a specific account using its unique Zoho Record ID.
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Delete Account (Zoho CRM)
Delete an existing account record in Zoho CRM using its unique record ID. This action typically moves the record to the Recycle Bin.
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List Contacts (Zoho CRM)
Retrieve a paginated list of contacts from Zoho CRM, including basic contact fields and pagination info.
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Create Lead (Zoho CRM)
Create a new lead record in Zoho CRM. Requires Last Name and Company.
FAQ.
Run Create Account (Zoho CRM) in 60 seconds.
Connect the account, drop the action on a column, run it on your rows.