Search documentation...

K

Zoho CRM

Push enriched data from your warehouse into Zoho CRM for your teams to act upon it

Setup

After selecting Zoho CRM from our Destinations catalog, you will be prompted to initiate an OAuth flow. Connect Zoho CRM via OAuth by granting permission to the Hightouch app.

Syncing

Hightouch supports syncing to the following Zoho CRM Modules:
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Campaigns
  • Cases
  • Solutions
  • Products
  • Vendors
  • Price Books
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Custom Modules

Sync Modes

  • Upsert - pushes new records to a module and all fields will be kept up-to-date within Zoho CRM.

Record Matching

Records can be matched from your source to your Zoho CRM workspace by using Zoho CRM's System-defined Duplicate Check Fields or an External ID you set for a module in your workspace settings.
To know more about each modules's Sytem-defined Duplicate Check Fields, refer to the Sytem-defined Duplicate Check Fields section in the Upsert Records API. Additionally, to learn about creating an External_ID, refer to the overview here.

Field Mapping

You can sync columns from your source to Zoho CRM's modules. In order the sync successfully, ensure the module's mandatory field is/are included in the sync and the source data representing the module fields are of the correct data type.
To know more about each module's mandatory_fields, refer to the System-defined mandatory fields for each module section here. Additionally, to know more about module field types, refer to the Sample Attributes section here.

Delete Mode

You can choose what Hightouch's behavior is when records leave the query result set. The default is doing nothing, but you can also set Hightouch to delete the Zoho CRM record.

    Need help?

    Our team is relentlessly focused on your success. We're ready to jump on a call to help unblock you.

    • Connection issues with your data warehouse?
    • Confusing API responses from destination systems?
    • Unsupported destination objects or modes?
    • Help with complex SQL queries?

    or

    Feature Requests?

    If you see something that's missing from our app, let us know and we'll work with you to build it!

    We want to hear your suggestions for new sources, destinations, and other features that would help you activate your data.

On this page

SetupSyncingSync ModesRecord MatchingField MappingDelete Mode

Was this page helpful?