Kaizen #39 - Deals #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss retrieving, adding, updating, and deleting Deals via API.
Deals in Zoho CRM
A Deal is a revenue opportunity that is associated with a Contact or Account.
OAuth Scope
The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type}
The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform.
Retrieving deals via API
Using the Get Records API, you can retrieve the records from the Deals module.
Request URL to retrieve all deals: {{api-domain}}/crm/v2/Deals
Request URL to retrieve a specific deal: {{api-domain}}/crm/v2/Deals/{Deal_ID}
Request Method: GET
Response Keys:
Key with JSON data type | CRM Field Type | Description |
$currency_symbol string | - | Represents the symbol of the currency of the deal amount. |
Campaign_Source JSON object | Lookup | Represents the name and ID of the campaign if the deal is related to one. |
$review_process JSON object | - | Represents the review process details, if the deal was created in review mode. |
$followers JSON array | - | Each object represents the name and ID of the user who is following the deal. |
Closing_Date Date Time in ISO8601 format | Date | Represents the closing date of the deal. |
Last_Activity_Time Date Time in ISO8601 format | - | Represents the date and time when the deal was last updated. |
$review JSON object | - | Represents the review process details. |
Lead_Conversion_Time integer | - | The number of days taken to convert a Lead into a Deal (if the Deal was created from a Lead). |
Deal_Name string | Single Line | Represents the name of the deal. |
Exchange_Rate integer | Number | Represents the exchange rate of the currency of the deal amount. |
Expected_Revenue double | Currency | Represents the expected revenue of the deal. The system calculates the value based on the amount and the Deal Stage that you specify. It is a read_only field. |
Currency double | Picklist | Represents the currency of the deal amount. |
Overall_Sales_Duration integer | - | Represents the average number of days taken for the Lead to be converted to a Deal, and then to be won. |
Stage string | Picklist | Represents the stage of the deal. It can be: Qualification, Needs Analysis, Value Proposition, Identify Decision Makers, and so on. You can customize these values based on your business model. |
Account_Name JSON object | Lookup | Represents the name and ID of the account the deal is associated with. |
id string | - | Represents the unique ID of the deal. |
$approved boolean | - | Represents if the record is approved or not. |
$approval JSON object | - | Represents the details of approval process if the deal is in one. |
Territory JSON array | - | Represents the territories the deal is associated with. |
Amount integer | Currency | Represents the value of the deal. |
$followed boolean | - | Represents if the current user follows the deal or not. |
Probability integer | Number | Represents the probability of deal closure. |
Next_Step string | Single Line | Represents the details of the next steps of the sales process (this may vary based on your business model). |
$editable boolean | - | Represents if the deal is editable or not. |
Contact_Name JSON object | Lookup | Represents the name and ID of the contact the deal is associated with. |
Sales_Cycle_Duration integer | - | Represents the average number of days taken for the deal to be won. |
Type string | Picklist | Represents the type of the deal. These values can be customized based on your business model. |
Lead_Source string | Picklist | Represents the source of the lead. These values can be customized based on your business model. |
Tag JSON array | - | Represents the deal tags if any. |
Owner JSON object | - | Represents the name, ID, and the email of the deal owner. |
Description string | Multi-Line | Represents the description of the deal if any. |
Note:
The keys listed above are available by default. If you have any custom fields in your layout, the data in those fields will also be retrieved.
You can fetch a maximum of 200 deals per API call.
Adding Deals via API
Using the Insert Records API, you can add records to the deals module.
Request URL to add deals: {{api-domain}}/crm/v2/Deals
Request Method: POST
List of keys that you can include in your request body
Description, Campaign_Source, Closing_Date, Deal_Name, Exchange_Rate, Expected_Revenue, Currency, Stage, Account_Name, Amount, Probability, Next_Step, Contact_Name, Type, Lead_Source, Tag, and Owner.
Mandatory Keys
Deal_Name and Stage. Apart from these, you must add all the user-defined mandatory fields too.
You can also insert a deal in a specific layout by specifying the "Layout" details in the following format. In this case, you must ensure that you specify all the layout-specific mandatory fields in the input.
"Layout": { "name": "sample", "id": "4150868000002606001" } |
For more details regarding these keys, refer to the Response Keys section above.
Input
{ "data": [ { "Owner": { "name": "Patricia Boyle", "id": "4150868000001248015", "email": "patricia@zylker.com" }, "Description": "This is a sample Deal", "Campaign_Source": { "name": "Sample", "id": "4150868000000584006" }, "Closing_Date": "2020-07-16", "Deal_Name": "Zylker Deal1", "Currency": "AUD", "Stage": "Qualification", "Account_Name": { "name": "Zylker", "id": "4150868000001416001" }, "Amount": 666.67, "Probability": 10, "Next_Step": "sample", "Contact_Name": { "name": "Alicia Boyle", "id": "4150868000002500007" }, "Type": "New Business", "Lead_Source": "Advertisement" } ] } |
Response
Note:
You can also add custom fields' values. You can get their API names using the Fields Metadata API.
You can insert a maximum of 100 Deals per API call.
Updating Deals via API
Using the Update Records API, you can update records in the deals module.
Request URL to update deals: {{api-domain}}/crm/v2/Deals
Request URL to update a specific deal: {{api-domain}}/crm/v2/Deals/{Deal_ID}
Request Method: PUT
List of keys that you can include in your request body
Description, Campaign_Source, Closing_Date, Deal_Name, Currency, Stage, Account_Name, Amount, Probability, Next_Step, Contact_Name, Type, Lead_Source, Tag, and Owner.
Mandatory Keys
The id is a mandatory key in the input when you update multiple Deals in an API call.
For more details regarding these keys, refer to the Response Keys section above.
Note:
You can also update custom fields' values. You can get their API names using the Fields Metadata API.
You can update a maximum of 100 deals per API call.
Deleting Deals via API
Using the Delete Records API, you can add records to the deals module.
Request URL to delete deals: {{api-domain}}/crm/v2/Deals
Request URL to delete specific deal: {{api-domain}}/crm/v2/Deals/{Deal_ID}
Request URL to delete multiple deals: {{api-domain}}/crm/v2/Deals?ids={id1, id2,..}
Request Method: DELETE
Note: You can pass a maximum of 100 record IDs in the ids parameter.
Refer to Kaizen #25 - Zoho CRM API - Common Errors and Error Handling to know more about the errors related to Deals API.
The Stage History of a Deal
Using the Get Related Records API, you can get the details of the related lists of a deal. One such related list is Stage History with which you can track and record the different stages that a deal has been through.
Request URL to get stage history of a deal: {{api-domain}}/crm/v2/Deals/{Deal_ID}/Stage_History
Request Method: GET
Key with data type | Description |
$duration_days integer | Represents the number of days the deal was in a particular stage. |
Stage string | Represents the unique ID of the stage. |
id string | Unique ID of the deal in that particular stage. |
We hope you found this post useful.
Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Next 'Kaizen' - System-defined fields and their default values in Leads #API
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sneha Sridharan
Rodrigo
Praveen Sankar
Bradley Ploof
Subramanian K
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Two currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would makeAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseGenerate leads from instagram
hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to leadKaizen #71 - Client Script ZDKs for Detail (Canvas) Page
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to yourWhere is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information wherePrevent duplicate with custom fields?
I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number noHow to Automate Monthly PDF Reports with Filters in Zoho Creator
Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fieldsFeedback: Streamlining Note Management in Zoho Notebook
Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting andshowing Limit exceeded
Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working onConverting Sales Order to Invoice via API; Problem with decimal places tax
We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed inSorting columns in Zoho Projects
Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,CRM : Function to add user name to text field
I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup fieldUpload API
I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALLLosing description after merging tickets
Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.Option to Empty Entire Mailbox or Folder in Zoho Mail
Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail onlyupdate linked contacts when update happens in account
Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fieldsProblem Management Module
I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularlyDeluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attachedUnable to explore desk.zoho.com
Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried differentOffline support for mobile app
Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them evenZoho Desk KB article embedded on another site.
We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox toTransitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to giveList of packaged components and if they are upgradable
Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?Does Attari Messaging app have Bot option and APIB
Hi, Does Attari also have Bot and API as we use in WhatsApp??how to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")How to add application logo
I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writingIntroducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useVerifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain'sZoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.Change of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, RamananShow Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.Does Zoho Docs have a Line Number function ?
Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, FrankPlease make it easier to Pause syncing
right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.Feature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to createOrganization Emails in Email History
How can I make received Org Emails to show up here?how to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsAppHow to sync from Zoho Projects into an existing Sprint in Zoho Sprints?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make thatHow to record company set up fees?
Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? GenerallyNext Page