I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

Hi Zoho Team,

I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

  • I am able to manually upload a PDF into this field through the UI.

  • I am also able to upload files as attachments via API, but that’s not what I want.

  • My requirement is to upload a PDF directly into a custom file upload field, not the attachments section.

  • I’ve tried various API methods (/upload, /files, and multipart form data to update records), but the file either:

    • Gets attached to the record, or

    • Is rejected with a format or permission error.

Can you please confirm:

  1. Is it currently possible to upload a file (e.g., PDF) directly to a custom file upload field via API?

  2. If yes, can you share the correct method and API structure (including headers, endpoint, and field key)?

  3. If not, are there any workarounds?

Looking forward to your guidance.

Thanks,
GoldPro

    • Sticky Posts

    • Free Webinar - Digital signatures for digital contract management with Zoho CRM

      Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
    • New User Interface for your Email integration in Zoho CRM

      Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
    • Fetching leads from Zoho CRM into Zoho Creator, automatically

      I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically