Finding Contact Role Ids in Your CRM

Step 1: Setting Up OAUTH

1. Click Setup >> Connections >> Add Connection >> Zoho OAuth

2. Configure the connection as below:

STEP 2: Functions | Create a New Function  & paste in the following code

(change zohoapis.com to zohoapi.eu if applicable)

contactrolenames = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Contacts/roles"
type :GET
connection:"crm"
];
info contactrolenames;

Step 3: Run the Function

This will give you a list of all of the contact roles configured in the system with their IDs:

{
    "contact_roles": [
        {
            "sequence_number": 1,
            "name": "Developer/Evaluator",
            "id": "4566892000000006871"
        },
        {
            "sequence_number": 2,
            "name": "Decision Maker",
            "id": "4566892000000006873"
        },
        {
            "sequence_number": 3,
            "name": "Purchasing",
            "id": "4566892000000006875"
        }
    ]
}

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