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integrationOkta node
integrationZoho CRM node

Okta and Zoho CRM integration

Save yourself the work of writing custom integrations for Okta and Zoho CRM and use n8n instead. Build adaptable and scalable Development, Communication, and Sales workflows that work with your technology stack. All within a building experience you will love.

How to connect Okta and Zoho CRM

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Okta and Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Okta and Zoho CRM nodes

You can find Okta and Zoho CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Okta and Zoho CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Okta and Zoho CRM integration: Add and configure Okta and Zoho CRM nodes

Step 3: Connect Okta and Zoho CRM

A connection establishes a link between Okta and Zoho CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Okta and Zoho CRM integration: Connect Okta and Zoho CRM

Step 4: Customize and extend your Okta and Zoho CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Okta and Zoho CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Okta and Zoho CRM integration: Customize and extend your Okta and Zoho CRM integration

Step 5: Test and activate your Okta and Zoho CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Okta to Zoho CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Okta and Zoho CRM integration: Test and activate your Okta and Zoho CRM workflow

Build your own Okta and Zoho CRM integration

Create custom Okta and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Okta supported actions

Create
Create a new user
Delete
Delete an existing user
Get
Get details of a user
Get Many
Get many users
Update
Update an existing user

Zoho CRM supported actions

Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor

FAQs

  • Can Okta connect with Zoho CRM?

  • Can I use Okta’s API with n8n?

  • Can I use Zoho CRM’s API with n8n?

  • Is n8n secure for integrating Okta and Zoho CRM?

  • How to get started with Okta and Zoho CRM integration in n8n.io?

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Why use n8n to integrate Okta with Zoho CRM

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

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Use 1000+ workflow templates available from our core team and our community.

Reuse your work

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