Zoho CRM Connector Setup

Version 22.0.8423


Zoho CRM Connector Setup


The Zoho CRM connector allows you to integrate Zoho CRM into your data flow by pushing or pulling data from Zoho CRM. Follow the steps below to connect CData Arc to Zoho CRM.

Establish a Connection

To allow Arc to use data from Zoho CRM, you must first establish a connection to Zoho CRM. There are two ways to establish this connection:

  • Add a Zoho CRM connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Zoho CRM, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Zoho CRM can be re-used across multiple Zoho CRM connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Enter a name for the connection.

  2. Click Connect.

  3. A new window opens for logging into Zoho CRM. Enter your credentials and log in.

  4. If prompted, grant permissions for Arc to connect to Zoho CRM. You will then return to Arc.

  5. Click Add Connection to finalize the connection.

  6. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  7. Click Save Changes.

Select an Action

After establishing a connection to Zoho CRM, you must choose the action that the Zoho CRM connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Zoho CRM data. By default, if a record already exists in Zoho CRM, an update is performed on the existing data in Zoho CRM using the values provided from the input. End
Lookup Retrieves a value from Zoho CRM and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Zoho CRM. It should be formatted as a SQL query against the Zoho CRM tables.
Middle
Select Retrieves data from Zoho CRM and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle