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Zoho Tools

Zoho Create Deal

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will…

Write actionRisk level 2 of 5OAuth connection
Use Zoho Create Deal

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • Ownerobject
    Owner of the deal.
  • Stagestring
    Required
    The current stage of the deal in the sales pipeline. This is a required field. Common stages include: 'Qualification', 'Needs Analysis', 'Value Proposition', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost'.
  • Amountnumber
    The monetary value of the deal in the account's currency. Use decimal format for fractional amounts.
  • Pipelinestring
    The sales pipeline this deal belongs to. Required when multiple pipelines are enabled in your Zoho CRM org. Use the exact pipeline name as configured in Zoho CRM.
  • Deal_Namestring
    Required
    The name of the deal. This is a required field and must be a non-empty string.
  • Next_Stepstring
    The next action or step planned for moving this deal forward in the sales process.
  • Descriptionstring
    A detailed description or notes about the deal, including context, requirements, or special considerations.
  • Lead_Sourcestring
    The source or channel from which this deal originated.
  • Probabilityinteger
    The probability of closing this deal, expressed as a percentage between 0 and 100.
  • Account_Nameobject
    Account associated with the deal.
  • Closing_Datestring
    The expected or actual closing date of the deal in YYYY-MM-DD format (ISO 8601 date format).
  • Contact_Nameobject
    Contact associated with the deal.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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Skills that use this Action

No published Skills explicitly reference this Action yet.