How to integrate Zoho CRM with Plecto

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

  2. Select the domain you use to log in and click Next.

  3. Click Accept to give Plecto read access to data in your Zoho CRM account.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. 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