Zoho CRM action

Update Deal (Zoho CRM)

Update an existing deal record in Zoho CRM using its unique Record ID.

Run in Studio →All Zoho CRM actions
Zoho logoZoho CRM
zoho-update-deal
crmReturns in secondsLight tier
Input

What it needs.

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

FieldType
  • deal_id
    The unique Zoho Record ID of the deal to update.
    string
  • deal_name
    Updated name of the deal.
    nullablestring
  • closing_date
    Updated expected closing date in YYYY-MM-DD format.
    nullablestring
  • stage
    Updated deal stage.
    nullableselect
  • pipeline
    Updated name of the pipeline this deal belongs to.
    nullablestring
  • account_name
    Updated Zoho Account ID this deal is associated with.
    nullablestring
  • contact_name
    Updated Zoho Contact ID this deal is associated with.
    nullablestring
  • amount
    Updated monetary value of the deal.
    nullablenumber
  • type
    Updated Type of business.
    nullableselect
  • lead_source
    Updated source of the deal.
    nullableselect
  • probability
    Updated probability percentage (0-100).
    nullablenumber
  • expected_revenue
    Updated expected revenue.
    nullablenumber
  • next_step
    Updated next step or action item for this deal.
    nullablestring
  • campaign_source
    Updated Campaign Source ID.
    nullablestring
  • description
    Updated description.
    nullablestring

When to use this.

The "Update Deal (Zoho CRM)" action allows users to modify existing deal records in Zoho CRM by utilizing the unique Record ID associated with each deal. Key input parameters include deal_id (the unique identifier for the deal), along with optional fields such as Deal_Name, Closing_Date, Stage, Pipeline, and Amount, which enable users to update various aspects of the deal. The action outputs essential information, including the status, message, modified time, and the ID of the user who made the changes, ensuring transparency and traceability. This API action is particularly useful for sales teams looking to keep their deal information current, manage sales pipelines effectively, and enhance customer relationship management. By integrating this functionality, businesses can streamline their CRM processes and maintain accurate records, ultimately driving better sales outcomes.

Output

What it returns.

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

FieldType
  • status
    Status
    string
  • message
    Message
    nullablestring
  • modified_time
    Modified Time
    nullablestring
  • modified_by_name
    Modified By Name
    nullablestring
  • modified_by_id
    Modified By Id
    nullablestring
  • record_id
    Record Id
    nullablestring
Workflow

How this fits a workflow.

Trigger → Update Deal (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 2Update Deal (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:

Update Deal (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 Update Deal (Zoho CRM) in 60 seconds.

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

Start free →All Zoho CRM actions