Aident Loadout を通じて Zoho Tools の Zoho Create Deal を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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…
OwnerobjectOwner of the deal.
Stage必須stringThe 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'.
AmountnumberThe monetary value of the deal in the account's currency. Use decimal format for fractional amounts.
PipelinestringThe 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_Name必須stringThe name of the deal. This is a required field and must be a non-empty string.
Next_StepstringThe next action or step planned for moving this deal forward in the sales process.
DescriptionstringA detailed description or notes about the deal, including context, requirements, or special considerations.
Lead_SourcestringThe source or channel from which this deal originated.
ProbabilityintegerThe probability of closing this deal, expressed as a percentage between 0 and 100.
Account_NameobjectAccount associated with the deal.
Closing_DatestringThe expected or actual closing date of the deal in YYYY-MM-DD format (ISO 8601 date format).
Contact_NameobjectContact associated with the deal.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。