Kaizen #39 - Deals #API

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.
Click here to know more about scopes.

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!







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