Zoho CRM action

Create Deal (Zoho CRM)

Create a new deal (opportunity) in Zoho CRM

Run in Studio →All Zoho CRM actions
Zoho logoZoho CRM
zoho-create-deal
crmReturns in secondsLight tier
Input

What it needs.

Map each field to a column in your table. Optional fields can stay empty.

FieldType
  • deal_name
    The name of the deal. This is a mandatory field.
    string
  • closing_date
    The expected closing date in YYYY-MM-DD format. Mandatory.
    string
  • stage
    The deal stage.
    select
  • pipeline
    The name of the pipeline this deal belongs to (e.g., 'Standard'). Mandatory if pipelines are enabled.
    string
  • account_name
    The Zoho Account Name this deal is associated with.
    nullablestring
  • contact_name
    The Zoho Contact ID this deal is associated with.
    nullablestring
  • amount
    The monetary value of the deal.
    nullablenumber
  • type
    Type of business.
    nullableselect
  • lead_source
    The source of the lead/deal.
    nullableselect
  • probability
    The probability percentage of closing the deal.
    nullablenumber
  • next_step
    The next step or action item for this deal.
    nullablestring
  • campaign_source
    The Campaign Name associated with the deal.
    nullablestring
  • description
    Additional notes or description.
    nullablestring

When to use this.

The "Create Deal (Zoho CRM)" action allows users to efficiently create a new deal or opportunity within Zoho CRM, streamlining the sales process. This action requires essential input parameters, including the mandatory Deal Name, Closing Date, Stage, and Pipeline, ensuring that each deal is accurately categorized and tracked. Optional parameters such as Account Name, Contact Name, Amount, and Lead Source provide additional context and flexibility for users. Upon successful execution, the action returns key output data, including the newly generated deal ID, status, response message, and creation time, facilitating seamless integration into existing workflows. This action is particularly useful for sales teams looking to manage opportunities effectively, enhance lead tracking, and optimize their sales pipelines within the CRM category.

Output

What it returns.

Every field this action writes back to the row. Click a line to expand nested objects.

FieldType
  • deal_id
    Deal Id
    string
  • status
    Status
    nullablestring
  • message
    Message
    nullablestring
  • created_time
    Created Time
    nullablestring
Workflow

How this fits a workflow.

Trigger → Create Deal (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.

  1. Step 1TriggerNew row, form submit, or schedule.
  2. Step 2Create Deal (Zoho CRM)The Zoho CRM action runs.
  3. Step 3EnrichWaterfall fills missing fields.
  4. Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.

Two actions you can chain after this one:

Create Deal (Zoho CRM)Get Account by ID (Zoho CRM)Delete Account (Zoho CRM)
Reliability

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

Who runs this

GTM EngineerRevOpsAgency

Light tier. See pricing; per-action credit cost is private.

Related

More Zoho CRM actions.

FAQ.

Mostly. Fast actions fill the cell in a few seconds. Long-running ones run in the background and write back to the row when they finish, so you can close the tab.

No. A failed lookup costs zero credits. When a provider misses or times out, the waterfall moves to the next one and you only pay for the match you actually got.

No. Run it on one cell, on a selection, on the whole table, or on a schedule. Same action either way.

HubSpot, Pipedrive, Zoho, and GoHighLevel are bidirectional, with Salesforce coming soon. Smartlead, Instantly, Lemlist, HeyReach, Apollo Sequences, and Reply.io for outbound.

Run Create Deal (Zoho CRM) in 60 seconds.

Connect the account, drop the action on a column, run it on your rows.

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