Search Accounts (Zoho CRM)
Search for account (company) records using an email, phone number, a generic word, or specific criteria.
Zoho CRMWhat it needs.
Map each field to a column in your table. Optional fields can stay empty.
emailSearch by associated email address.nullablestringmobile_numberSearch by company phone number.nullablestringwordSearch by a specific word across indexed text fields.stringcriteriaSearch using logical operators. Format: ((API_Name:operator:value)). Example: ((Company:equals:ABC)). Note: 'equals' behaves like 'contains' for standard text fields. You can use a maximum of 10 criteria.nullablefilterlimitEnter the number of accounts to search (must be multiple of 25)nullablenumber
When to use this.
The "Search Accounts (Zoho CRM)" action enables users to efficiently locate account records within Zoho CRM by utilizing various search parameters such as email, phone number, specific keywords, or customized criteria. Key input parameters include an optional email address and phone number for targeted searches, a mandatory word for broad text searches, and an optional criteria field that allows for complex queries using logical operators. The action returns comprehensive output data, including account IDs, names, numbers, billing and shipping addresses, annual revenues, and more, facilitating a detailed overview of each account. This functionality is particularly useful for sales teams and customer relationship managers looking to streamline their account management processes, making it an essential tool in the CRM category for enhancing business operations and customer engagement.
What it returns.
Every field this action writes back to the row. Click a line to expand nested objects.
account_idAccount Idtextaccount_nameAccount Nametextaccount_numberAccount Numbernullabletextaccount_siteAccount Sitenullabletextaccount_typeAccount Typenullabletextannual_revenueAnnual Revenuenullabletextbilling_addressBilling Addressnullabletextbilling_cityBilling Citynullabletextbilling_codeBilling Codenullabletextbilling_coordinateBilling Coordinatenullabletextbilling_countryBilling Countrynullabletextbilling_flat_house_nameBilling Flat House Namenullabletextbilling_latitudeBilling Latitudenullabletextbilling_longitudeBilling Longitudenullabletextbilling_stateBilling Statenullabletextbilling_streetBilling Streetnullabletextcreated_by_emailCreated By Emailnullabletextcreated_by_idCreated By Idnullabletextcreated_by_nameCreated By Namenullabletextcreated_timeCreated TimenullabletextdescriptionDescriptionnullabletextemployeeEmployeetextfaxFaxnullabletextindustryIndustrytextlast_activity_timeLast Activity Timetextlocked_statusLocked Statusnullabletextmodified_by_emailModified By Emailnullabletextmodified_by_idModified By Idnullabletextmodified_by_nameModified By Namenullabletextmodified_timeModified Timenullabletextowner_emailOwner Emailnullabletextowner_idOwner Idnullabletextowner_nameOwner NamenullabletextownershipOwnershipnullabletextparent_accountParent Accountnullabletextmobile_numberMobile NumbertextratingRatingnullabletextrecord_imageRecord Imagenullabletextrecord_statusRecord Statusnullabletextsic_codeSic Codenullabletextshipping_addressShipping Addressnullabletextshipping_cityShipping Citynullabletextshipping_codeShipping Codenullabletextshipping_coordinateShipping Coordinatenullabletextshipping_countryShipping Countrynullabletextshipping_flat_house_nameShipping Flat House Namenullabletextshipping_latitudeShipping Latitudenullabletextshipping_longitudeShipping Longitudenullabletextshipping_stateShipping Statenullabletextshipping_streetShipping Streetnullabletextticker_symbolTicker SymbolnullabletextwebsiteWebsitetextnearby_distanceNearby Distancenullabletext
How this fits a workflow.
Trigger → Search Accounts (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.
- Step 1TriggerNew row, form submit, or schedule.
- Step 2Search Accounts (Zoho CRM)The Zoho CRM action runs.
- Step 3EnrichWaterfall fills missing fields.
- Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.
Two actions you can chain after this one:
Throughput & reliability.
How fast it drains a table, and what happens when the upstream provider has a bad day.
- Per-minute limitNo public cap
- Per-day limitPlan-defined
- RetriesAutomatic w/ backoff
- Failed lookupsZero credits
More Zoho CRM actions.
crm
Get Account by ID (Zoho CRM)
Retrieve details of a specific account using its unique Zoho Record ID.
Delete Account (Zoho CRM)
Delete an existing account record in Zoho CRM using its unique record ID. This action typically moves the record to the Recycle Bin.
List Contacts (Zoho CRM)
Retrieve a paginated list of contacts from Zoho CRM, including basic contact fields and pagination info.
Create Account (Zoho CRM)
Create a new account record in Zoho CRM, including company details, billing, and shipping addresses. Requires an Account Name.
FAQ.
Run Search Accounts (Zoho CRM) in 60 seconds.
Connect the account, drop the action on a column, run it on your rows.