Zoho CRM action

Create Account (Zoho CRM)

Create a new account record in Zoho CRM, including company details, billing, and shipping addresses

Zoho logoZoho CRM
zoho-create-account
crmReturns in secondsLight tier
Input

What it needs.

Map each field to a column in your table. Optional fields can stay empty.

FieldType
  • account_name
    The name of the account/company. This is a mandatory field in Zoho CRM.
    string
  • account_site
    The site or location of the account.
    nullablestring
  • parent_account
    The Zoho Account ID of the parent account.
    nullablestring
  • account_number
    The account or reference number.
    nullablestring
  • account_type
    The type of account (e.g., Customer, Prospect, Partner).
    nullableselect
  • industry
    The industry the account belongs to.
    nullableselect
  • annual_revenue
    The annual revenue of the company.
    nullablenumber
  • rating
    The rating of the account.
    nullableselect
  • mobile_number
    The primary phone number for the account.
    nullablestring
  • fax
    The fax number for the account.
    nullablestring
  • website
    The website URL for the account.
    nullablestring
  • ticker_symbol
    The stock ticker symbol of the account.
    nullablestring
  • ownership
    The ownership type of the account.
    nullableselect
  • employee
    The number of employees at the company.
    nullablenumber
  • sic_code
    The Standard Industrial Classification (SIC) code.
    nullablestring
  • billing_street
    The billing street address.
    nullablestring
  • billing_city
    The billing city.
    nullablestring
  • billing_state
    The billing state or province.
    nullablestring
  • billing_code
    The billing zip or postal code.
    nullablestring
  • billing_country
    The billing country.
    nullablestring
  • shipping_street
    The shipping street address.
    nullablestring
  • shipping_city
    The shipping city.
    nullablestring
  • shipping_state
    The shipping state or province.
    nullablestring
  • shipping_code
    The shipping zip or postal code.
    nullablestring
  • shipping_country
    The shipping country.
    nullablestring
  • description
    Additional notes or description for the account.
    nullablestring

When to use this.

The "Create Account (Zoho CRM)" action enables users to establish a new account record within Zoho CRM, capturing essential company information such as billing and shipping addresses. This action requires the mandatory input parameter, Account_Name, while offering optional fields like Account_Site, Parent_Account, and Account_Type to provide a comprehensive profile of the account. Upon execution, the action returns key output data including account_id, status, message, created_time, and approval_state, facilitating seamless integration and tracking. Use cases for this action include managing customer relationships, organizing sales leads, and maintaining accurate business records, making it an invaluable tool for CRM professionals. This action falls under the CRM category, enhancing user capabilities in account management and data organization.

Output

What it returns.

Every field this action writes back to the row. Click a line to expand nested objects.

FieldType
  • account_id
    Account Id
    string
  • status
    Status
    string
  • message
    Message
    nullablestring
  • created_time
    Created Time
    nullablestring
  • approval_state
    Approval State
    nullablestring
Workflow

How this fits a workflow.

Trigger → Create Account (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.

  1. Step 1TriggerNew row, form submit, or schedule.
  2. Step 2Create Account (Zoho CRM)The Zoho CRM action runs.
  3. Step 3EnrichWaterfall fills missing fields.
  4. Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.

Two actions you can chain after this one:

Create Account (Zoho CRM)Get Account by ID (Zoho CRM)Delete Account (Zoho CRM)
Reliability

Throughput & reliability.

How fast it drains a table, and what happens when the upstream provider has a bad day.

  • Per-minute limit100 / min
  • Per-day limit2,000 / day
  • RetriesAutomatic w/ backoff
  • Failed lookupsZero credits

Who runs this

GTM EngineerRevOpsAgency

Light tier. See pricing; per-action credit cost is private.

FAQ.

Mostly. Fast actions fill the cell in a few seconds. Long-running ones run in the background and write back to the row when they finish, so you can close the tab.

No. A failed lookup costs zero credits. When a provider misses or times out, the waterfall moves to the next one and you only pay for the match you actually got.

No. Run it on one cell, on a selection, on the whole table, or on a schedule. Same action either way.

HubSpot, Pipedrive, Zoho, and GoHighLevel are bidirectional, with Salesforce coming soon. Smartlead, Instantly, Lemlist, HeyReach, Apollo Sequences, and Reply.io for outbound.

Run Create Account (Zoho CRM) in 60 seconds.

Connect the account, drop the action on a column, run it on your rows.