How to integrate Zoho CRM with Plecto
Go to Data sources > New data source > Zoho CRM.
Select the domain you use to log in and click Next.
Click Accept to give Plecto read access to data in your Zoho CRM account.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Our integration with Zoho CRM currently allows you to import the following data:
Accounts
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Activities
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Calls
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Campaigns
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Cases
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Contacts
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Deals
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Events
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Invoices
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Leads
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Price Books
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Products
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Purchase Orders
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Quotes
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Sales Orders
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Solutions
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Tasks
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Vendors
Update frequency: 2m
Default member field: Owner
Default date field: Created_Time
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No