Comet Prompt to Add to Zoho - Contacts and Accounts

So I had quite some issues using Zoho CRM API and connecting my forms to contact creation in Zoho CRM. I kept getting 401 errors and I was not able to get it to work. So I had Comet browser create records in CRM based on demo requests on mangoblogger …

So I had quite some issues using Zoho CRM API and connecting my forms to contact creation in Zoho CRM. I kept getting 401 errors and I was not able to get it to work.

So I had Comet browser create records in CRM based on demo requests on mangoblogger.com

It mostly worked. Saved me a lot of clicking and typing. Below is the refined prompt Comet asked me to give next time to include learnings.

Zoho CRM Bulk Contact-Account Creation & Association Task

Objective

Create and link Contacts to Accounts in Zoho CRM based on structured event data.

Data Source

Extract event records from Django admin (filter: date >= Dec 5, 2025) where each event has an EVENT_SUBJECT field with format: "website_domain/ - contact_email"

Example: "prasannakulkarni.com/ - [email protected]"

Step-by-Step Requirements

Phase 1: Data Analysis & Validation

  1. Extract ALL unique event_subjects since Dec 5, 2025
  2. Parse each into: (website, email) tuple
  3. Report:
  4. Total unique records
  5. Count of unique websites
  6. Count of unique emails
  7. Any duplicates or malformed entries

Phase 2: Account Creation

  1. For each unique website domain, create ONE account in Zoho Accounts
  2. Account Name: Extract meaningful name from website (e.g., "prasannakulkarni.com" → "Prasanna Kulkarni")
  3. Website field: Full URL
  4. Log each account created with ID
  5. Report: Total accounts created, any failures

Phase 3: Contact Creation

  1. For each unique email, create ONE contact in Zoho Contacts
  2. Contact Name: Derive from email (e.g., "[email protected]" → "Pk Mangoblogger")
  3. Email field: Full email address
  4. create a new account if one does not exist for the website domain

Phase 4: Contact-Account Association

  1. For each event_subject, link the corresponding Contact to Account
  2. Use the (website → account_id) and (email → contact_id) mappings from phases 2-3
  3. Handle conflicts:
  4. flag all conflicts
  5. Report:
  6. Total associations created
  7. Mapping summary (contact → account)
  8. Any failures or unmapped records

Phase 5: Verification

  1. Verify in Zoho CRM:
  2. Count total accounts (should match Phase 2 unique websites)
  3. Count total contacts (should match Phase 3 unique emails)
  4. Sample 5-10 contact records and confirm Account Name is correctly populated
  5. Report final counts and verification status

Expected Outcome

All event_subjects since Dec 5 have corresponding Contact-Account pairs in Zoho CRM with established associations. Unlinked records should be explicitly flagged with reasons.

Success Criteria

  • [ ] 100% of unique events processed
  • [ ] Account/Contact counts match expected unique website/email counts
  • [ ] All associations created without errors
  • [ ] Verification spot-checks pass

links

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