Create a LEAD in ZOHO CRM using API

• 14 Mar 2020
• |
2 comments

In this article, I will explain you that, how we can insert a lead in ZOHO CRM, for this we will create lead with XMLDATA using CURL request. You can create leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, and notes also with ZOHO CRM. 

Read: Create Lead with node js in ZOHO CRM

https://crm.zoho.com/crm/private/json/Leads/insertRecords API is used to insert a LEAD in ZOHO CRM with XMLDATA . Below is XMLDATA format:

<Leads>

<row no="1">

<FL val="SMOWNERID">2000000016714</FL>
<FL val="Lead Owner">Scott@zohotest.com</FL>
<FL val="Company">Zoho</FL>
<FL val="First Name">Peter</FL>
<FL val="Last Name">John</FL>
<FL val="Designation">CEO</FL>
<FL val="Email">john@test.com</FL>
<FL val="Phone">04422334455</FL>
<FL val="Fax">98889</FL>
<FL val="Mobile">09999999999</FL>
<FL val="Website">www.sample.com</FL>
<FL val="Lead Source">External Referral</FL>
<FL val="Lead Status">Contacted</FL>
<FL val="Industry">Financial Services</FL>
<FL val="No of Employees">100</FL>
<FL val="Annual Revenue">100.0</FL>
<FL val="Email Opt Out">true</FL>
<FL val="Skype ID">peter</FL>
<FL val="Salutation">Mr.</FL>
<FL val="Street">Street One</FL>
<FL val="City">Chennai</FL>
<FL val="State">Tamil Nadu</FL>
<FL val="Zip Code">6000001</FL>
<FL val="Country">India</FL>
<FL val="Description">Sample Description.</FL>

</row>

</Leads>

To insert LEAD in ZOHO CRM auth_token is required. I'm using the following code to insert LEAD.

<?php
//fields
$auth_token = "AUTH TOKEN HERE";
$firstname = 'test';
$lastname = 'user';
$email = 'emailaddress@yopmail.com';
$phone = '+91999999999';

//pass fields in xmlData
$xml ="
<Leads>
<row no=\"1\">
<FL val=\"Company\">Your Company</FL>
<FL val=\"Lead Owner\">testemail@yopmail.com</FL>
<FL val=\"First Name\">$firstname</FL>
<FL val=\"Last Name\">$lastname</FL>
<FL val=\"Phone\">1234567890</FL>
</row>
</Leads>
";

$url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords';
$fields = "authtoken=".$auth_token."&scope=crmapi&xmlData=".$xml."";

$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true);
curl_setopt($ch, CURLOPT_TIMEOUT, 60);
curl_setopt($ch, CURLOPT_POST, 1);
curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, true); // -H
curl_setopt($ch, CURLOPT_POSTFIELDS, $fields);

$resp = curl_exec($ch);
print_r($resp);
?>

<Leads>

<row no="1">

<FL val="SMOWNERID">2000000016714</FL>
<FL val="Lead Owner">Scott@zohotest.com</FL>
<FL val="Company">Zoho</FL>
<FL val="First Name">Peter</FL>
<FL val="Last Name">John</FL>
<FL val="Designation">CEO</FL>
<FL val="Email">john@test.com</FL>
<FL val="Phone">04422334455</FL>
<FL val="Fax">98889</FL>
<FL val="Mobile">09999999999</FL>
<FL val="Website">www.sample.com</FL>
<FL val="Lead Source">External Referral</FL>
<FL val="Lead Status">Contacted</FL>
<FL val="Industry">Financial Services</FL>
<FL val="No of Employees">100</FL>
<FL val="Annual Revenue">100.0</FL>
<FL val="Email Opt Out">true</FL>
<FL val="Skype ID">peter</FL>
<FL val="Salutation">Mr.</FL>
<FL val="Street">Street One</FL>
<FL val="City">Chennai</FL>
<FL val="State">Tamil Nadu</FL>
<FL val="Zip Code">6000001</FL>
<FL val="Country">India</FL>
<FL val="Description">Sample Description.</FL>

</row>

</Leads>

<?php
//fields
$auth_token = "AUTH TOKEN HERE";
$firstname = 'test';
$lastname = 'user';
$email = 'emailaddress@yopmail.com';
$phone = '+91999999999';

//pass fields in xmlData
$xml ="
<Leads>
<row no=\"1\">
<FL val=\"Company\">Your Company</FL>
<FL val=\"Lead Owner\">testemail@yopmail.com</FL>
<FL val=\"First Name\">$firstname</FL>
<FL val=\"Last Name\">$lastname</FL>
<FL val=\"Phone\">1234567890</FL>
</row>
</Leads>
";

$url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords';
$fields = "authtoken=".$auth_token."&scope=crmapi&xmlData=".$xml."";

$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true);
curl_setopt($ch, CURLOPT_TIMEOUT, 60);
curl_setopt($ch, CURLOPT_POST, 1);
curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, true); // -H
curl_setopt($ch, CURLOPT_POSTFIELDS, $fields);

$resp = curl_exec($ch);
print_r($resp);
?>