Zoho CRM action

Search Deals (Zoho CRM)

Search for deal records using a generic word, specific criteria, email, or phone number.

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Zoho logoZoho CRM
zoho-search-deals
crmReturns in secondsLight tier
Input

What it needs.

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

FieldType
  • word
    Search by a specific word across indexed text fields.
    nullablestring
  • criteria
    Search using logical operators. Format: ((API_Name:operator:value)). Example: ((Deal_Name:starts_with:Q3)). Note: 'equals' behaves like 'contains' for standard text fields. You can use a maximum of 10 criteria.
    nullablefilter
  • email
    Search by associated email address.
    nullablestring
  • mobile_number
    Search by associated phone number.
    nullablestring
  • limit
    Enter the number of deals to search (must be multiple of 25)
    nullablenumber

When to use this.

The "zoho-search-deals" action enables users to efficiently search for deal records within Zoho CRM using a variety of criteria, including generic keywords, specific logical conditions, associated email addresses, or phone numbers. Key input parameters include "word" for broad searches, "criteria" for advanced filtering, and optional "email" and "phone" fields to pinpoint deals linked to specific contacts. Users can also set a "limit" to control the number of results returned, ensuring manageable output. The action outputs a comprehensive set of deal-related data, including deal ID, name, stage, amount, probability, expected revenue, and associated contact and account details. This functionality is particularly useful for sales teams seeking to track and manage deals effectively, making it a vital tool in customer relationship management (CRM) workflows.

Output

What it returns.

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

FieldType
  • deal_id
    Deal Id
    nullabletext
  • deal_name
    Deal Name
    text
  • stage
    Stage
    text
  • amount
    Amount
    text
  • probability
    Probability
    nullabletext
  • expected_revenue
    Expected Revenue
    nullabletext
  • closing_date
    Closing Date
    text
  • contact_id
    Contact Id
    nullabletext
  • contact_name
    Contact Name
    nullabletext
  • account_id
    Account Id
    nullabletext
  • account_name
    Account Name
    nullabletext
  • deal_type
    Deal Type
    nullabletext
  • next_step
    Next Step
    nullabletext
  • lead_source
    Lead Source
    nullabletext
  • campaign_source
    Campaign Source
    nullabletext
  • description
    Description
    nullabletext
  • pipeline
    Pipeline
    nullabletext
  • owner_id
    Owner Id
    nullabletext
  • owner
    Owner
    nullabletext
  • created_by_id
    Created By Id
    nullabletext
  • created_by_name
    Created By Name
    nullabletext
  • modified_by_id
    Modified By Id
    nullabletext
  • modified_by_name
    Modified By Name
    nullabletext
  • created_time
    Created Time
    nullabletext
  • modified_time
    Modified Time
    nullabletext
Workflow

How this fits a workflow.

Trigger → Search Deals (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 2Search Deals (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:

Search Deals (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.

Related

More Zoho CRM actions.

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 Search Deals (Zoho CRM) in 60 seconds.

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

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