Zoho CRM
by Zoho
Cloud CRM from Zoho for leads, contacts, accounts, deals and sales automation.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Leads
- Contacts
- Accounts
- Deals
- Activities
- Quotes
Join Zoho CRM leads with billing, support and product usage to see each account in full.
Need more? Name any other Zoho CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Zoho CRM uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Zoho if you need help.
04How it works
How it works in DataMind.
-
Pick Zoho CRM.
Open Lake, pick Zoho CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Zoho CRM API docs.
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Answer a few questions.
The AI reads the Zoho CRM documentation, then asks which credentials you will use, which data to sync (for example leads and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Zoho CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
