Integrations Guide > Design > Source and Target Connections > Zoho CRM
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Zoho CRM
The Zoho CRM connector retrieves the data of various Zoho CRM modules.
Zoho CRM provides standard modules such as Leads, Accounts, Contacts, Deals, Forecasts, Activities, and more.
Prerequisites
You must have a Zoho CRM account and create an app which specifies the default Redirect URI provided from the Actian Data Platform. This generates the Client ID and Client Secret to enable you to use OAuth 2.0 authentication.
Connection Details
The Zoho CRM connector authenticates with Zoho using OAuth 2.0 protocols.
For creating connections to Zoho CRM, the Client ID, Client Secret must be obtained from the Zoho CRM app.
To set up credentials, please refer to https://www.zoho.com/crm/developer/docs/api/v6/oauth-overview.html.
Specify the following details to define a connection:
Property
Description
Client ID
A unique string that identifies your application when using OAuth 2.0.
Client Secret
The Client Secret is the secret known only to the application and the authorization server.
API version
Specify an API version, for example: v6.
API Domain URL
Domain name of the Zoho CRM app. For example:
https://zohoapis.com
Redirect URL
Configure the application to include the Redirected URL. The Redirect URL can be found on the screen while creating the connection.
Access Token
Specifies security token which grants access to the given REST endpoint in OAuth 2.0
Refresh Token
This is used to get a new access token.
Note:  Currently, we are not regenerating access tokens using this option.
Authorize button
Click to generate the access token.
Additional Information
Please refer to the Zoho API documentation for more info on the API requests and responses. API docs can be found at https://www.zoho.com/crm/developer/docs/api/.
The 'Fetch Records for Modules' operation fetches all of the data for a specific module such as Leads, Contacts, etc. The field parameter is mandatory, and it accepts comma-separated values of the field names for which data is to be retrieved. For more details on what values should be specified for this particular endpoint, please refer to this documentation in https://www.zoho.com/crm/developer/docs/api/v6/get-records.html.
Last modified date: 09/19/2024