ACTION_ID: zoho_crm_upsert_record
NAME: Zoho: Upsert Record
CATEGORY: CRM
CREDITS: 0

Create or update a record in any Zoho CRM module. Duplicate-check fields
decide whether the call updates an existing record or inserts a new one.

PREREQUISITE: Zoho CRM account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

select_module (dynamicDropdown, optional)
  Select Module. Select the module to interact with(eg: Lead, Contact,
  Account, etc)

enter_the_fields (jsonArrayWithDropDown, optional)
  Enter the Fields. Enter all the necessary fields for the selected
  module.

duplicate_check_fields (dynamicMultiDropdown, optional)
  Duplicate Check Fields. If a value for any field selected in this is
  duplicate, it will update the record, if not it will create a new
  one

2. OUTPUTS

response (string) — Response from the successful request.

record_id (string) — ID of the added record

3. HOW TO CONFIGURE

Resolve the module first, then the field list for that module:

  POST .../options/select_module           (body: {})
  POST .../options/enter_the_fields        (body: { "context": { "select_module": "Leads" } })
  POST .../options/duplicate_check_fields  (body: { "context": { "select_module": "Leads" } })

Configure Action body:

{
  "inputs": {
    "select_module": "Leads",
    "enter_the_fields": [
      { "name": "Email", "value": "{{person_work_email_waterfall_01ab.work_email}}" },
      { "name": "Last_Name", "value": "{{input.last_name}}" },
      { "name": "Company", "value": "{{input.company_name}}" }
    ],
    "duplicate_check_fields": ["Email"]
  }
}

Field-by-field:
  - select_module           Zoho module API name (`Leads`, `Contacts`,
                            `Accounts`, or a custom module).
  - enter_the_fields        `[{name, value}]` against the module's field
                            API names — note Zoho uses `Last_Name`, not
                            `last_name`.
  - duplicate_check_fields  String array. If any listed field matches an
                            existing record, that record is updated;
                            otherwise a new one is created. Omit to
                            always insert.

4. KEY NOTES

- Field names are Zoho API names (`Last_Name`, `Account_Name`), not
  display labels. Always resolve them via Get Action Field Options
  rather than typing the label you see in the Zoho UI.
- `enter_the_fields` and `duplicate_check_fields` both need
  `select_module` in the request `context` — calling them bare returns a
  400 naming the missing key.
- With `duplicate_check_fields` empty the action always inserts, which
  will create duplicates on a re-run. Set it to your natural key
  (usually `Email`).
- Zoho enforces module-level required fields — `Leads` needs
  `Last_Name`, `Accounts` needs `Account_Name`. Omitting them fails the
  row.
- `record_id` is returned and can be chained into `http_api_call` for
  anything the action does not cover.

5. WHERE IT FITS IN A WORKFLOW

Pattern: zoho_crm_search_records -> zoho_crm_upsert_record. Or go
straight to the upsert and let `duplicate_check_fields` do the matching
in one call.

6. WHEN TO USE

Use zoho_crm_upsert_record to write enriched rows into Zoho CRM with
duplicate handling built into the same call.

7. WHEN NOT TO USE

Need to read Zoho records rather than write them
  -> action-detail/zoho_crm_search_records.txt

The CRM is Salesforce
  -> action-detail/salesforce_upsert_record.txt

Last updated: 2026-08-03.