How To Insert Record in Zoho CRM Modules

Here we learn How to insert record in ZOHO modules using Curl request.

Insert Record In Zoho Module

Before making the api call to Insert records with the rest apis we need to follow some Steps.

1: To generate the Auth Token, you need to follow Below URL.

http://staging.thecodehubs.com/generate-access-code-using-postman-for-zoho

2: Create zoho-insert.php file to insert record in module and put below code in this file.

Request URL :

https://www.zohoapis.com/crm/v2/{module_name}

Where,
       Module_name: The API name of the module
      Possible_Module_name: leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, and notes.

<?php 
 
$header = array(
    'Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf" 
);
$data = array(
      'data' => array(
              array(
                  'Company' => 'testing-company',
                  'Last_Name' => 'testing',
                  'First_Name' => 'test',
                  'Email' => 'testingtest@gmail.com',
                  'State' => 'Texas',
                ),
              ),
      'trigger' => array(),
    );
$data_json = json_encode( $data );

$ch = curl_init();
curl_setopt( $ch, CURLOPT_URL, "https://www.zohoapis.com/crm/v2/{Module_name}");
curl_setopt( $curl, CURLOPT_HTTPHEADER, $header );
curl_setopt( $ch, CURLOPT_CUSTOMREQUEST, "PUT" );
curl_setopt( $ch, CURLOPT_POSTFIELDS, $data_json ); 
curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
$response = curl_exec($ch);
curl_close($ch);
?>

While inserting records there are a few Mandatory fields that you need to mention.

Module	mandatory field
Leads	Last_Name – Single Line
Contacts	Last_Name – Single Line
Accounts	Account_Name – Single Line
Deals	Deal_Name- Single Line Stage – Picklist
Tasks	Subject – Multi Line
Calls	Subject – Multi Line Call_Type – Picklist Call_Start_Time – Date/Time Call_Duration – Single Line
Events	Event_Title- Single Line Start_DateTime – Date/Time End_DateTime – Date/Time
Products	Product_Name – Single Line
Quotes	Subject- Single Line Product_Details – Product Line Item
Invoices	Subject- Single Line Product_Details – Product Line Item
Campaigns	Campaign_Name – Single Line
Price Books	Price_Book_Name- Single Line Pricing_Details- JSON Array with “from_range”, “to_range”, “discount”
Cases	Case_Origin – Picklist Status- Picklist Subject – Single Line
Solutions	Solution_Title- Single Line
Purchase Orders	Subject- Single Line Vendor_Name- Lookup Product_Details – Product Line Item
Sales Orders	Subject- Single Line Product_Details – Product Line Item