Zoho CRM API 101
Master Zoho CRM APIs like a pro!
In collaboration with Zoho Developer Community, we are introducing Zoho CRM APIs to help you unlock the full potential of Zoho CRM APIs, regardless of your experience level.
Register now to supercharge your CRM skills with our Zoho CRM APIs.Session | Date |
Fundamentals of Zoho CRM APIs | March 27th, 2024 |
SDK and API Credit and Concurrency | April 24th, 2024 |
Search API and COQL API | May 29th, 2024 |
Bulk Read API, Notification API and Data sync | June 26th, 2024 |
Bulk Write API and Composite API | July 31st, 2024 |
I. Session - 1
This session is about the fundamentals of Zoho CRM APIs and how to manipulate your CRM data using Zoho CRM APIs.
- API : Brief definition
- Categories of Zoho CRM APIs : (Introduction)
- Records API
- Metadata API
- Bulk API
- Query API
- Composite API
- Notification API
- Authorization :
How to register your application
Generate the access and refresh token
Regenerate access tokens using a refresh token
Revoke the refresh token
- CRUD Operations : How to perform operations such as creating, reading, updating, and deleting records using the Records API, along with the prerequisites using the Modules Metadata API.
II. Session - 2
In this session, you will learn the authorization process & record manipulation via Zoho CRM SDKs, as well as API credits and their consumption.
- Python SDK : How to easily integrate with Zoho CRM using Python SDK, and how to use its helper classes to make API calls.
- API Credit Calculation and Concurrency : What is API usage credits, credit consumption, concurrency, and rate limiting.
III. Session - 3
You will learn how to filter your CRM data by applying conditions using the Search API and the COQL API.
- Search API - How to search your CRM data efficiently from a module, using the Search API for faster response times.
- COQL API - Query and get your CRM data from multiple modules more efficiently, using the COQL API.
IV. Session - 4
This session will cover how to retrieve a large set of data using the Bulk Read API and let your third-party application listen to your data changes in Zoho CRM using the Notification API.
- Bulk Read API : How to retrieve a large amount of data using the Bulk Read API call.
- Notification API and Data Sync : Learn how to receive notifications and synchronize your CRM data to your legacy system.
V. Session - 5
In this session, we will discuss in detail about the Bulk Write API and its advantages, and how to make API calls to multiple endpoints in a single HTTP request (avoiding multiple round-trips) using our Composite API.
- Bulk Write API : How to insert, update, or upsert a large set of data.
- Composite API : Combine up to five API calls in a single request, consuming just one credit per composite call.
Join the series to equip yourself with comprehensive knowledge of Zoho CRM APIs and SDKs, empowering you to create custom solutions, streamline processes, and integrate seamlessly with other systems.
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Subramanian K
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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! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
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