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πŸ”„

Convert Lead in Zoho CRM

n8n-nodes-base.httpRequest

Convert a lead into a contact, account, and optionally a deal in Zoho CRM

zoho crm lead convert contact account deal
App Zoho CRM
Category api integration
Version 1.0.0
Author Community
Credentials Zoho OAuth2 API

πŸ’‘ Use Cases

πŸ“š API Documentation

Reference documentation for this API endpoint:

πŸ”— https://www.zoho.com/crm/developer/docs/api/v8/convert-lead.html β†—

πŸ“‹ Node Configuration

{
  "nodes": [
    {
      "parameters": {
        "content": "## πŸ”„ Convert Lead in Zoho CRM\n\n**Usage:**\nConvert a lead into a contact, account, and optionally a deal.\n\n**Required Input:**\n- `leadId`: ID of the lead to convert\n\n**Optional Fields:**\n- `overwrite`: Overwrite existing records (default: false)\n- `notify_lead_owner`: Notify lead owner (default: true)\n- `notify_new_entity_owner`: Notify new entity owner\n- `Deals`: Deal object to create (Deal_Name, Amount, Stage, Closing_Date)\n- `Accounts`: Account details override\n- `Contacts`: Contact details override\n\n**Setup:**\n1. Configure Zoho OAuth2 credentials\n2. Provide the lead ID\n3. Optionally configure deal creation\n\n**Output:**\nReturns IDs of created Contact, Account, and Deal",
        "height": 238,
        "width": 389,
        "color": 4
      },
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        96,
        332
      ],
      "typeVersion": 1,
      "id": "sticky-zoho-crm-convert-lead",
      "name": "Sticky Note"
    },
    {
      "parameters": {
        "method": "POST",
        "url": "=https://www.zohoapis.com/crm/v8/Leads/{{ $json.leadId }}/actions/convert",
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={\n  \"data\": [\n    {\n      \"overwrite\": {{ $json.overwrite || false }},\n      \"notify_lead_owner\": {{ $json.notify_lead_owner !== false }},\n      \"notify_new_entity_owner\": {{ $json.notify_new_entity_owner || false }}{{ $json.Deals ? ',\\n      \"Deals\": ' + JSON.stringify($json.Deals) : '' }}{{ $json.Accounts ? ',\\n      \"Accounts\": ' + JSON.stringify($json.Accounts) : '' }}{{ $json.Contacts ? ',\\n      \"Contacts\": ' + JSON.stringify($json.Contacts) : '' }}\n    }\n  ]\n}",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        }
      },
      "id": "node-zoho-crm-convert-lead",
      "name": "Convert Zoho CRM Lead",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.1,
      "position": [
        368,
        400
      ],
      "credentials": {
        "oAuth2Api": {
          "id": "zoho-oauth2",
          "name": "Zoho OAuth2 API"
        }
      }
    }
  ],
  "connections": {},
  "pinData": {},
  "meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "zoho-crm-convert-lead-001"
  }
}
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    "id": "c64ee404-1537-4db6-af14-2ccb5144b6f0",
    "meta": {
      "name": "API Call Node",
      "id": "api-call",
      "icon": {
        "svg": "",
        "type": "SVG"
      },
      "description": "## πŸ”„ Convert Lead in Zoho CRM  **Usage:**"
    },
    "label": "Convert Zoho CRM Lead",
    "dependencies": {
      "node-fetch": "3.3.2"
    },
    "script": "import fetch from \"node-fetch\";\nexport default async function apiCall({\n    url,\n    method,\n    contentType,\n    authorization,\n    body,\n    shouldAwait,\n    queryParams,\n    customHeaders\n}: NodeInputs, {\n    logging\n}: NodeScriptOptions) : NodeOutput  {\n    const headers = {\n        \"Content-Type\": contentType,\n        ...customHeaders\n    };\n    if (authorization) headers[\"Authorization\"] = authorization;\n\n    let queryParamsString = '';\n    if (queryParams) {\n        queryParamsString = '?' + new URLSearchParams(queryParams).toString();\n    }\n\n    const fetchOptions = {\n        method,\n        headers\n    };\n\n    if (method !== 'GET') {\n        fetchOptions.body = JSON.stringify(body);\n    }\n\n    const fetchPromise = fetch(url + queryParamsString, fetchOptions);\n\n    if (!shouldAwait) {\n        return {\n            data: null\n        };\n    }\n\n    const response = await fetchPromise;\n    const data = await response.json();\n    return {\n        status: response.status,\n        data\n    };\n}",
    "inputs": {
      "properties": {
        "method": {
          "type": "string",
          "description": "The HTTP method to use for the API call",
          "enum": [
            "GET",
            "POST",
            "PUT",
            "DELETE",
            "PATCH"
          ],
          "default": "POST",
          "title": "HTTP Method",
          "buildship": {
            "options": [
              {
                "label": "GET",
                "value": "GET"
              },
              {
                "value": "POST",
                "label": "POST"
              },
              {
                "value": "PUT",
                "label": "PUT"
              },
              {
                "label": "DELETE",
                "value": "DELETE"
              },
              {
                "label": "PATCH",
                "value": "PATCH"
              }
            ],
            "index": 0,
            "sensitive": false
          }
        },
        "url": {
          "description": "The URL of the API endpoint",
          "title": "URL",
          "type": "string",
          "buildship": {
            "index": 1
          }
        },
        "authorization": {
          "description": "The authorization header for the API call, if required (e.g., Bearer or Basic token)",
          "type": "string",
          "title": "Authorization",
          "buildship": {
            "sensitive": true,
            "index": 2
          }
        },
        "queryParams": {
          "default": {},
          "description": "The query parameters for the API call",
          "type": "object",
          "title": "Query Parameters",
          "buildship": {
            "index": 3,
            "sensitive": false
          }
        },
        "body": {
          "type": "object",
          "buildship": {
            "index": 4
          },
          "description": "The body to send with the API call",
          "title": "Body"
        },
        "contentType": {
          "enum": [
            "application/json",
            "application/x-www-form-urlencoded",
            "multipart/form-data",
            "text/plain"
          ],
          "description": "The content type of the API call",
          "title": "Content Type",
          "buildship": {
            "index": 5,
            "options": [
              {
                "label": "application/json",
                "value": "application/json"
              },
              {
                "value": "application/x-www-form-urlencoded",
                "label": "application/x-www-form-urlencoded"
              },
              {
                "label": "multipart/form-data",
                "value": "multipart/form-data"
              },
              {
                "label": "text/plain",
                "value": "text/plain"
              }
            ]
          },
          "type": "string"
        },
        "shouldAwait": {
          "description": "Whether to wait for the request to complete or not",
          "title": "Await?",
          "type": "boolean",
          "buildship": {
            "sensitive": false,
            "index": 6
          }
        },
        "customHeaders": {
          "type": "object",
          "description": "Additional custom headers for the API call",
          "title": "Custom Headers",
          "buildship": {
            "index": 7,
            "sensitive": false
          }
        }
      },
      "type": "object",
      "required": [
        "url",
        "shouldAwait",
        "method"
      ]
    },
    "integrations": [],
    "name": "API Call Node",
    "output": {
      "buildship": {},
      "properties": {
        "status": {
          "buildship": {
            "index": 0
          },
          "type": "number",
          "description": "The HTTP status of the API response",
          "title": "Status"
        },
        "data": {
          "buildship": {
            "index": 1
          },
          "title": "Data",
          "type": "object",
          "description": "The data object from the API response"
        }
      },
      "type": "object"
    },
    "isCollapsed": false,
    "type": "script",
    "values": {
      "method": "POST",
      "url": {
        "_$expression_": "`https://www.zohoapis.com/crm/v8/Leads/${ctx?.[\"root\"]?.[\"inputs\"]?.[\"body\"].leadId}/actions/convert`",
        "type": "javascript",
        "hasErrors": false
      },
      "authorization": {
        "_$expression_": "`Bearer ${(await getSecret(\"ANONYMIZED_SECRET\"))}`",
        "type": "javascript",
        "hasErrors": false
      },
      "queryParams": {},
      "body": {
        "_$expression_": "{\n  \"data\": [\n    {\n      \"overwrite\": {{ $json.overwrite || false }},\n      \"notify_lead_owner\": {{ $json.notify_lead_owner !== false }},\n      \"notify_new_entity_owner\": {{ $json.notify_new_entity_owner || false }}{{ $json.Deals ? ',\\n      \"Deals\": ' + JSON.stringify($json.Deals) : '' }}{{ $json.Accounts ? ',\\n      \"Accounts\": ' + JSON.stringify($json.Accounts) : '' }}{{ $json.Contacts ? ',\\n      \"Contacts\": ' + JSON.stringify($json.Contacts) : '' }}\n    }\n  ]\n}",
        "type": "javascript",
        "hasErrors": false
      },
      "contentType": "application/json",
      "shouldAwait": true,
      "customHeaders": {
        "Content-Type": "application/json"
      }
    }
  }
]
{
  "subflows": [
    {
      "flow": [
        {
          "id": 533,
          "module": "http:ActionSendDataBasicAuth",
          "version": 3,
          "parameters": {
            "key": "ANONYMIZED_CREDENTIALS",
            "handleErrors": false,
            "useNewZLibDeCompress": true
          },
          "mapper": {
            "ca": "",
            "qs": [],
            "url": "https://www.zohoapis.com/crm/v8/Leads/{{1.leadId}}/actions/convert",
            "data": "{\n  \"data\": [\n    {\n      \"overwrite\": {{ $json.overwrite || false }},\n      \"notify_lead_owner\": {{ $json.notify_lead_owner !== false }},\n      \"notify_new_entity_owner\": {{ $json.notify_new_entity_owner || false }}{{ $json.Deals ? ',\\n      \"Deals\": ' + JSON.stringify($json.Deals) : '' }}{{ $json.Accounts ? ',\\n      \"Accounts\": ' + JSON.stringify($json.Accounts) : '' }}{{ $json.Contacts ? ',\\n      \"Contacts\": ' + JSON.stringify($json.Contacts) : '' }}\n    }\n  ]\n}",
            "gzip": true,
            "method": "post",
            "headers": [
              {
                "name": "Content-Type",
                "value": "application/json"
              },
              {
                "name": "Authorization",
                "value": "Bearer {{ANONYMIZED_TOKEN}}"
              }
            ],
            "timeout": "",
            "useMtls": false,
            "bodyType": "raw",
            "contentType": "application/json",
            "serializeUrl": false,
            "shareCookies": false,
            "parseResponse": true,
            "followRedirect": true,
            "useQuerystring": false,
            "followAllRedirects": false,
            "rejectUnauthorized": true
          },
          "metadata": {
            "designer": {
              "x": 300,
              "y": 300,
              "name": "Convert Lead in Zoho CRM"
            },
            "restore": {
              "expect": {
                "qs": {
                  "mode": "chose",
                  "items": []
                },
                "method": {
                  "mode": "chose",
                  "label": "POST"
                },
                "headers": {
                  "mode": "chose",
                  "items": [
                    null,
                    null
                  ]
                },
                "bodyType": {
                  "label": "Raw"
                },
                "contentType": {
                  "label": "JSON (application/json)"
                }
              },
              "parameters": {
                "key": {
                  "label": "ANONYMIZED_CREDENTIALS"
                }
              }
            },
            "parameters": [
              {
                "name": "key",
                "type": "keychain:basicauth",
                "label": "Credentials",
                "required": true
              },
              {
                "name": "handleErrors",
                "type": "boolean",
                "label": "Evaluate all states as errors (except for 2xx and 3xx )",
                "required": true
              },
              {
                "name": "useNewZLibDeCompress",
                "type": "hidden"
              }
            ],
            "expect": [
              {
                "name": "url",
                "type": "url",
                "label": "URL",
                "required": true
              },
              {
                "name": "serializeUrl",
                "type": "boolean",
                "label": "Serialize URL",
                "required": true
              },
              {
                "name": "method",
                "type": "select",
                "label": "Method",
                "required": true,
                "validate": {
                  "enum": [
                    "get",
                    "head",
                    "post",
                    "put",
                    "patch",
                    "delete",
                    "options"
                  ]
                }
              },
              {
                "name": "headers",
                "spec": [
                  {
                    "name": "name",
                    "type": "text",
                    "label": "Name",
                    "required": true
                  },
                  {
                    "name": "value",
                    "type": "text",
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                ],
                "type": "array",
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              },
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                ],
                "type": "array",
                "label": "Query String"
              },
              {
                "name": "bodyType",
                "type": "select",
                "label": "Body type",
                "validate": {
                  "enum": [
                    "raw",
                    "x_www_form_urlencoded",
                    "multipart_form_data"
                  ]
                }
              },
              {
                "name": "parseResponse",
                "type": "boolean",
                "label": "Parse response",
                "required": true
              },
              {
                "name": "contentType",
                "type": "select",
                "label": "Content type",
                "validate": {
                  "enum": [
                    "text/plain",
                    "application/json",
                    "application/xml",
                    "text/xml",
                    "text/html",
                    "custom"
                  ]
                }
              },
              {
                "name": "data",
                "type": "buffer",
                "label": "Request content"
              }
            ]
          }
        }
      ]
    }
  ],
  "metadata": {
    "version": 1
  }
}
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