Home
Postman
Zoho CRM

Zoho API Postman Testing Tutorial | ZOHO CRM Standalone Function REST API Testing using Postman

Learn how to test Zoho CRM Standalone Function REST API in Postman with easy, step-by-step instructions.

Introduction: What is Zoho CRM and Postman?

Zoho CRM: Zoho offers a compact web-based cloud solution for customer relationship management with an easy to use interface and reputed performance.

Let's say you have a large note book in which you write down the names, numbers and information of all your friend s, this notebook helps remember things about them. In the business world, Zoho CRM (Customer Relationship Management) is very similar to that notebook — industries use it as their "black book" of feature notes, records on previous customer disputes or market indicators.

If you are talking in Silly Tongue with this notebook (Zoho CRM) — You will need an API, Nerds! The APIs are messengers that take your instructions to the notebook. To test whether the messenger is doing fine, a tool named postman can be used. Postman : This allows us to communicate with Zoho CRM using its APIs and see if they are working properly.

In this post I will show you, How to test the Zoho CRM Standalone Function Generated REST API using Postman

Steps to Follow:

Step 1: Create a Standalone Function in Zoho CRM

  1. Log in to your Zoho CRM account.
  2. Click on the Settings icon.
  3. Scroll to the Developer Hub section and click on Functions.
  4. Click on + New Function, then fill in:
    • Function Name: Name your function (e.g., CreateContact).
    • Display Name: How the function will appear in the system.
    • Description: Briefly explain what the function does.
  5. For the Category, choose Standalone and click Create.

Step 2: Write the Function Code

Now, let’s write a simple function that creates a new contact in Zoho CRM. Add the below code in the function editor:



mape = Map();
mape.put("First_Name", "Test record-4");
mape.put("Last_Name", "Gupta");
mape.put("Email", "gj@yopmail.com");
mape.put("Phone", "7078345678");
resp = zoho.crm.createRecord("Contacts", mape);
info mape;


return resp;

This code will create a new contact in Zoho CRM with the name “Test record-4 Gupta.” After completing the code, click Save.

Step 3: Generate the REST API URL

  1. Click on the three dots "..." icon next to the function you just created.
  2. Select REST API from the dropdown menu.
  3. Switch on the API Key option, then copy the generated URL.
  4. Click Save.

Step 4: Test the API in Postman

  1. Open Postman.
  2. Click New > HTTP Request.
  3. Add the copied URL into the URL field at the top.
  4. Choose the POST method (since we’re creating a new contact).
  5. Go to the Body tab, Choose raw, and Select JSON as the format in dropdown.
  6. Add the following map (the contact information) in the body:
{
    "First_Name": "Test record-4", 
     "Last_Name": "Gupta", 
  "Email": "gj@yopmail.com", 
     "Phone": "7078345678" 
}

7.Finally, click Send to test the API. If everything is correct, you will see the response showing that the new contact was successfully created!

For more details, check the YouTube video below:


External Links

Here are some useful links to explore:

Conclusion

And there you go! You’ve just learned how to test ZOHO CRM Standalone Function Generated REST API using Postman. APIs are like magical messengers that help you interact with the ZOHO notebook, and Postman is the tool you use to make sure your messages are being delivered and received correctly.

Testing APIs is like sending a letter to your friend and waiting for them to reply. Easy, right? Keep experimenting with different requests, and soon, you’ll be a pro at using Zoho CRM APIs.

Have questions or need help? Feel free to drop a comment below, and I'll be glad to help you!

Post a Comment