Purpose
You can use the insertRecords method to insert records into the required Zoho CRM module.
Request URL
- XML: http:// crm.zoho.com/crm/private/xml/Leads/insertRecords?apikey=[API Key]&ticket=[Ticket]
- JSON: http:// crm.zoho.com/crm/private/json/Leads/insertRecords?apikey=[API Key]&ticket=[Ticket]
Examples
1. To insert records into Zoho CRM from third-party applications
- The URL should be http://crm.zoho.com/crm/private/xml/Leads/insertRecords
-
The parameters should be:
- ticket: Ticket ID.
- apikey: API key of your Zoho CRM account.
- xmlData: This is an XML string and the format should be same as of getRecords in XML format of fetched records
<Leads>
<row no="1">
<fieldlabel value="Lead Source">Web Download</fieldlabel>
<fieldlabel value="First Name">contacto 1</fieldlabel>
<fieldlabel value="Last Name">apellido</fieldlabel>
<fieldlabel value="Email">testing@testing.com</fieldlabel>
<fieldlabel value="Title">Manager</fieldlabel>
<fieldlabel value="Phone">1234567890</fieldlabel>
<fieldlabel value="Home Phone">0987654321</fieldlabel>
<fieldlabel value="Other Phone">1212211212</fieldlabel>
<fieldlabel value="Fax">02927272626</fieldlabel>
<fieldlabel value="Mobile">292827622</fieldlabel>
</row>
</Leads> |
Important Note: Use the POST method to pass these parameters instead of GET method.
2. To insert notes and relate to the primary module
XML Format: http://crm.zoho.com/crm/private/xml/Notes/insertRecords?apikey=APIKEY&ticket=TICKET&xmlData=XMLDATA
XMLDATA parameter should contain the XML data as given below:
<Notes>
<row no="1">
<fieldlabel value="entityId">2000000078001</fieldlabel>
<fieldlabel value="Title">Zoho CRM Sample Note</fieldlabel>
<fieldlabel value="Note Content">This is sample content to test Zoho CRM API</fieldlabel>
</row>
</Notes> |
Here the entityID is unique ID of the primary record (Lead, Account, Contact etc.)
Other Methods
Existing Methods
New Methods (From Oct 22, 2009):
Related Topics
