Zoho CRM Upsert API Document

This document explains how to create or upsert Lead records in Zoho CRM using APIs.

1. Access Token Generation

To interact with Zoho CRM APIs, an access token is required.
The access token is generated using OAuth by providing:

• Refresh token

• Client ID

• Client Secret

• Grant type

Once generated, the access token is used for all further CRM API requests.

2. Upsert / Create Lead Record

The Lead record is created (or updated if it already exists) using the Leads API endpoint.

Key points:

• API method: POST

• Module: Leads

• Authorization header must include the access token

• Content-Type must be application/json

Mandatory fields for Lead creation:

• Last Name

Duplicate handling:

• The API supports duplicate check fields (e.g., Mobile number) to avoid creating duplicate leads.

3. Sample Use Case

• Create a new Lead with basic details such as name, mobile, email, and company

• If a Lead with the same mobile number already exists, the record will be updated instead of creating a duplicate

4. Additional Capability

The document also includes an example of how to search Leads by mobile number using the CRM search API.