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2026-05-11 Zoho CRM integration audit

Snapshot date: 2026-05-11.

Data files

  • zoho_crm/snapshots/2026-05-11/deal_layouts.json
  • zoho_crm/snapshots/2026-05-11/deals_stage_field.json
  • zoho_crm/snapshots/2026-05-11/deals_stage_summary.json
  • zoho_crm/snapshots/2026-05-11/pipelines_by_layout.json
  • zoho_crm/snapshots/2026-05-11/workflow_rules.json
  • zoho_crm/snapshots/2026-05-11/workflow_rules_with_details_by_module.json

API scope

  • Pipelines are fetched per Deals layout. Zoho requires a layout_id for the pipeline API, so the Deals layouts snapshot is included as supporting metadata.
  • Workflow rules are fetched globally, then with condition/action summary details per module where the API allowed it.
  • Deals Stage metadata is fetched through the Fields Metadata API. This is separate from Zoho's named Pipeline API records.

Deals pipelines

  • Deals layouts found: 1.
  • Pipelines found across Deals layouts: 0.
  • Layout Standard returned no pipeline records from the pipeline API.

Deals stage configuration

  • The Pipeline API returned no configured pipeline records, but the normal Deals Stage picklist is active and is what current workflow rules are using.
  • Stage field id: 42659000000002361.
  • Stage values found: 44.

Stage values

  • Limbo/Follow Up; probability 20; forecast Pipeline / Open; type used.
  • Target Account; probability 10; forecast Pipeline / Open; type used.
  • Needs Analysis; probability 20; forecast Pipeline / Open; type unused.
  • Connection Made; probability 25; forecast Pipeline / Open; type used.
  • Proposal/Price Quote; probability 70; forecast Pipeline / Open; type used.
  • Appointment Scheduled; probability 30; forecast Pipeline / Open; type unused.
  • Identify Decision Makers; probability 60; forecast Pipeline / Open; type unused.
  • Stretch For Month; probability 80; forecast Pipeline / Open; type used.
  • MS Teams Phones Demo; probability 50; forecast Pipeline / Open; type unused.
  • Hardware Quotes; probability 60; forecast Pipeline / Open; type unused.
  • Commit For Month; probability 95; forecast Pipeline / Open; type used.
  • Negotiation/Review; probability 90; forecast Pipeline / Open; type unused.
  • Recurring Monthly Support; probability 100; forecast Pipeline / Open; type used.
  • Previously Won Deals; probability 100; forecast Pipeline / Open; type unused.
  • Hardware Delivery Ongoing, Fully Paid; probability 100; forecast Pipeline / Open; type used.
  • Reserved, Approval and Payment Pending; probability 100; forecast Pipeline / Open; type used.
  • Recurring Monthly Project; probability 100; forecast Pipeline / Open; type used.
  • Closed-Lost to Competition; probability 0; forecast Omitted / Closed Lost; type unused.
  • Microsoft Licenses; probability 100; forecast Pipeline / Open; type used.
  • Digital WIP; probability 100; forecast Pipeline / Open; type unused.
  • Onboarding 100 per cent paid; probability 100; forecast Pipeline / Open; type used.
  • Onboarding 50 per cent paid; probability 100; forecast Pipeline / Open; type used.
  • MS teams Phones; probability 100; forecast Closed / Closed Won; type unused.
  • Closed; probability 0; forecast Pipeline / Open; type unused.
  • Won this Quarter; probability 100; forecast Closed / Closed Won; type used.
  • Create Invoice; probability 100; forecast Closed / Closed Won; type unused.
  • Website Monthly Support; probability 100; forecast Pipeline / Open; type unused.
  • CREDIT HOLD - Unpaid; probability 100; forecast Pipeline / Open; type used.
  • Home Support (T-Club); probability 100; forecast Pipeline / Open; type used.
  • In Repair; probability 0; forecast Pipeline / Open; type unused.
  • Contact Made; probability 0; forecast Pipeline / Open; type unused.
  • Checkout Abandoned; probability 0; forecast Pipeline / Open; type unused.
  • Be Connected; probability 100; forecast Closed / Closed Won; type used.
  • Previously Won; probability 100; forecast Closed / Closed Won; type used.
  • Refunded/Cancelled; probability 0; forecast Pipeline / Open; type unused.
  • Class Booked; probability 0; forecast Pipeline / Open; type unused.
  • To be Invoiced - Final; probability 100; forecast Closed / Closed Won; type unused.
  • Class Completed; probability 0; forecast Pipeline / Open; type unused.
  • Offboarded; probability 0; forecast Omitted / Closed Lost; type used.
  • Invoice Sent; probability 100; forecast Closed / Closed Won; type unused.
  • Closed Lost; probability 0; forecast Omitted / Closed Lost; type used.
  • Repair Completed; probability 0; forecast Pipeline / Open; type unused.
  • test 2; probability 100; forecast Closed / Closed Won; type unused.
  • Closed Repaired; probability 0; forecast Pipeline / Open; type unused.

Workflow stage trigger cross-check

  • Create Invoice uses Stage Recurring Monthly Project; found in Stage metadata.
  • Won Deal Automations uses Stage Reserved, Approval and Payment Pending; found in Stage metadata.

Workflow rules

  • Workflow rules found: 15.
  • Active: 13.
  • Inactive: 2.

Active rules by module

  • Contacts: 2 active rule(s).
  • Deals: 4 active rule(s).
  • Events: 2 active rule(s).
  • Leads: 1 active rule(s).
  • zohoassist1__Remote_Assist: 4 active rule(s).

Active rules by trigger

  • create: 3 active rule(s).
  • create_or_edit: 3 active rule(s).
  • delete: 2 active rule(s).
  • edit: 1 active rule(s).
  • field_update: 4 active rule(s).

Active workflow overview

  • On Edit Lead Status Update MSP Staff Count on Contacts; trigger field_update; trigger criteria: Lead_Status changes; condition criteria: all records; source crm; last executed 2026-05-08T07:45:50+02:00; actions: instant functions(call_compute_msp_eligible_staff_count).
  • Onboarding on Contacts; trigger create; trigger criteria: trigger module Contacts; condition criteria: Department not_equal ${EMPTY}; source crm; last executed 2026-04-30T02:54:24+02:00; actions: instant field_updates(Onboarding).
  • Big Deal Rule on Deals; trigger create_or_edit; trigger criteria: trigger module Deals; condition criteria: Amount greater_equal 1000; source crm; last executed 2026-05-01T08:21:35+02:00; actions: instant email_notifications(New Deal Alert).
  • Create Invoice on Deals; trigger field_update; trigger criteria: Stage equal Recurring Monthly Project; condition criteria: all records; source crm; last executed 2026-04-02T05:57:12+02:00; actions: instant email_notifications(Please Create Invoice), tasks(Send Welcome Email to Customer).
  • Won Deal Automations on Deals; trigger field_update; trigger criteria: Stage equal Reserved, Approval and Payment Pending; condition criteria: Business_Category equal MSP, Tech Projects; source crm; last executed 2026-04-21T01:58:26+02:00; actions: instant functions(call_on_deal_reserved_approval_payment_pending).
  • create_associated_project on Deals; trigger create; trigger criteria: trigger module Deals; condition criteria: all records; source crm; last executed 2026-05-11T08:45:25+02:00; actions: instant functions(call_create_project_on_deal_create).
  • addEventsToZohoBookings on Events; trigger create_or_edit; trigger criteria: trigger module Events; condition criteria: zohobookingstest__BookingId equal ${EMPTY}; source marketplace_plugin; last executed 2025-07-10T07:58:05+02:00; actions: instant functions(addEventsToBookings).
  • deleteEventsInZohoBookings on Events; trigger delete; trigger criteria: trigger module Events; condition criteria: all records; source marketplace_plugin; last executed 2026-05-06T07:24:54+02:00; actions: instant functions(deleteEventsInZohoBookings).
  • Create task for “Discuss Your Project” leads on Leads; trigger create_or_edit; trigger criteria: trigger module Leads; condition criteria: Lead_Status equal Discuss Your Project; source crm; last executed 2026-04-29T05:06:32+02:00; actions: instant tasks(Call this new enquiry).
  • DeleteSessionTrigger on zohoassist1__Remote_Assist; trigger delete; trigger criteria: trigger module zohoassist1__Remote_Assist; condition criteria: all records; source marketplace_plugin; last executed not shown; actions: instant functions(DeleteSession).
  • ScheduleSessionOnAssignLeadorContactTrigger on zohoassist1__Remote_Assist; trigger field_update; trigger criteria: trigger module zohoassist1__Remote_Assist; condition criteria: all records; source marketplace_plugin; last executed not shown; actions: instant functions(ScheduleSessionTrigger).
  • ScheduleSessionTrigger on zohoassist1__Remote_Assist; trigger create; trigger criteria: trigger module zohoassist1__Remote_Assist; condition criteria: all records; source marketplace_plugin; last executed 2023-11-24T04:04:07+01:00; actions: instant functions(ScheduleSessionTrigger).
  • UpdateSessionTrigger on zohoassist1__Remote_Assist; trigger edit; trigger criteria: trigger module zohoassist1__Remote_Assist; condition criteria: all records; source marketplace_plugin; last executed not shown; actions: instant functions(UpdateSessionTrigger).

References

  • Zoho CRM API: Get Pipelines in a Layout: https://www.zoho.com/crm/developer/docs/api/v8/get-pipelines.html
  • Zoho CRM API: Get all Workflow Rules: https://www.zoho.com/crm/developer/docs/api/v8/get-all-workflows.html
  • Zoho CRM API: Fields Metadata: https://www.zoho.com/crm/developer/docs/api/v8/field-meta.html