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
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