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Zoho CRM

Plecto HelpFeaturesIntegrationsIntegration guides

How to integrate Zoho CRM with Plecto

  1. Go to Data management > Data sources > + New data source > Zoho CRM.

  2. Select your domain.

  3. Click Next and log in to your Zoho CRM account.

  4. Click Accept to give Plecto read access to data in your Zoho CRM account. You will be redirected back to Plecto.

  5. Select the data types you want to import to Plecto.

  6. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Zoho CRM currently allows you to import the following data types:

  • Accounts

  • Activities

  • Calls

  • Campaigns

  • Cases

  • Contacts

  • Deals

  • Events

  • Invoices

  • Leads

  • Price books

  • Products

  • Purchase orders

  • Quotes

  • Sales orders

  • Solutions

  • Tasks

  • Vendors