Zoho CRM is a cloud-based customer relationship management (CRM) software developed by Zoho. It is designed to help businesses of all sizes manage their customer interactions, sales, marketing, and support processes in a centralized platform, enabling better customer relationship management and data-driven decision-making.
Authorize Connection to Zoho CRM V2
Authorize the connection so Dataddo can write to Zoho CRM V2:
To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.
- On the Authorizers page, click on Authorize New Service and select your service.
- Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
- [Optional] Once your authorizer is created, click on it to change the label for easier identification.
Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.
Dataddo validates the connection when you save it.
Create a Zoho CRM V2 Destination
Go to Destinations, click Create Destination, and select Zoho CRM V2. Give the destination a name, choose the authorizer, then set:
| Field | Description |
|---|---|
| Choose an object type | Object to load the data to. Shown when oAuthId is ``. |
Click Save.
Fields that load from your account (such as the target object or module) appear after you choose the authorizer.
Write Modes
The write mode decides how each flow run changes your Zoho CRM V2 records. Zoho CRM V2 supports the modes below.
| Mode | Meaning |
|---|---|
insert |
Creates a new record for every row. |
Flow columns are matched to Zoho CRM V2 fields by name. If a column has no matching field, it is ignored.
How to Create a Flow to Zoho CRM V2
- Go to Flows and click Create Flow.
- Add one or more sources.
- Add Zoho CRM V2 as the destination and pick the authorizer.
- Select the target object and the write mode.
- Set the schedule and click Save.
Troubleshooting
Cannot connect to Zoho CRM V2
Reauthorize the Zoho CRM V2 connection and make sure the account has permission to write the target object.
Rows are rejected
Zoho CRM V2 rejected rows that break its field rules (required fields, value formats, or duplicate keys). Fix the source data or the field mapping and restart the flow.