Zoho CRM action

List Deals (Zoho CRM)

Fetch a list of deals (opportunities) from Zoho CRM, including standard fields like Deal Name, Stage, Amount, Closing Date, and related Account/Contact lookups.

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Zoho logoZoho CRM
zoho-get-deals
crmReturns in secondsLight tier
Input

What it needs.

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

FieldType
  • limit
    Enter the number of accounts to search (must be multiple of 25)
    nullablenumber
  • sort_by
    To sort the records based on specific fields. The default value is 'id'. Note: You cannot use this parameter alongside a Custom View ID (cvid).
    nullableselect
  • sort_direction
    Specifies the order in which records are sorted. Note: The 'Sort By Field' parameter is mandatory to apply sorting, even when using its default value.
    nullableselect

When to use this.

The "List Deals (Zoho CRM)" action, identified as "zoho-get-deals," enables users to retrieve a comprehensive list of deals (opportunities) from Zoho CRM. This action allows for the specification of input parameters such as "limit," which controls the number of deals returned (must be a multiple of 25), and "sort_by" and "sort_order," which facilitate the organization of results based on specific fields. The output includes essential deal information, including deal ID, name, stage, amount, closing date, and associated account and contact details, represented through various semantic types such as id, text, number, date, and url. This action is particularly useful for sales teams and CRM administrators looking to analyze and manage sales opportunities efficiently, making it a vital tool in the CRM category for enhancing sales strategies and tracking performance metrics.

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
    nullabletext
  • deal_name
    Deal Name
    text
  • stage
    Stage
    text
  • amount
    Amount
    text
  • probability
    Probability
    nullabletext
  • expected_revenue
    Expected Revenue
    nullabletext
  • closing_date
    Closing Date
    text
  • contact_id
    Contact Id
    nullabletext
  • contact_name
    Contact Name
    nullabletext
  • account_id
    Account Id
    nullabletext
  • account_name
    Account Name
    nullabletext
  • deal_type
    Deal Type
    nullabletext
  • next_step
    Next Step
    nullabletext
  • lead_source
    Lead Source
    nullabletext
  • campaign_source
    Campaign Source
    nullabletext
  • description
    Description
    nullabletext
  • pipeline
    Pipeline
    nullabletext
  • owner_id
    Owner Id
    nullabletext
  • owner
    Owner
    nullabletext
  • created_by_id
    Created By Id
    nullabletext
  • created_by_name
    Created By Name
    nullabletext
  • modified_by_id
    Modified By Id
    nullabletext
  • modified_by_name
    Modified By Name
    nullabletext
  • created_time
    Created Time
    nullabletext
  • modified_time
    Modified Time
    nullabletext
Workflow

How this fits a workflow.

Trigger → List Deals (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 2List Deals (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:

List Deals (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 List Deals (Zoho CRM) in 60 seconds.

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

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