Zoho CRM
Sync data from your warehouse to Zoho CRM modules. Keep your Zoho Contacts, Leads, Accounts, and Deals enriched with warehouse data.
Prerequisites
- A Zoho CRM account (Standard edition or higher for API access)
- A Zoho user with permissions to read/write the target modules
Authentication
Zoho CRM uses OAuth 2.0 authentication.
- Click Connect with OAuth in SignalSmith
- Sign in to your Zoho account
- Authorize SignalSmith to access your Zoho CRM data
- You are redirected back to SignalSmith
OAuth scope: ZohoCRM.modules.ALL.
Configuration
| Field | Type | Required | Description |
|---|---|---|---|
| Data Center | Select | Yes | Zoho data center region: United States, Europe, India, or Australia |
Target Settings
| Field | Type | Required | Description |
|---|---|---|---|
| Module | Select | Yes | The Zoho CRM module to sync to: Contacts, Leads, Accounts, or Deals |
Supported Operations
Sync Modes
| Mode | Supported |
|---|---|
| Upsert | Yes |
| Insert | Yes |
| Update | Yes |
| Mirror | — |
Audience Sync Modes
| Mode | Supported |
|---|---|
| Add | Yes |
| Remove | Yes |
| Mirror | Yes |
| Upsert | Yes |
Features
- Field Mapping: Yes
- Schema Introspection: No
Required Mapping Fields
| Module | Required Fields |
|---|---|
| Contacts | Last_Name |
| Leads | Last_Name, Company |
| Accounts | Account_Name |
| Deals | Deal_Name, Stage |
Default Destination Fields
Contacts: Last_Name, First_Name, Email, Phone, Title, Mailing_City, Mailing_State, Mailing_Country
Leads: Last_Name, First_Name, Email, Phone, Title, Company, City, State, Country
Accounts: Account_Name, Phone, Website, Industry, Billing_City, Billing_State, Billing_Country
Deals: Deal_Name, Stage, Closing_Date, Amount, Account_Name
Troubleshooting
Authentication failed: token expired or invalid
OAuth tokens have a limited lifespan. Reconnect via OAuth to obtain a fresh token.
Incorrect data center
Ensure you selected the correct data center for your Zoho account. US accounts use https://www.zohoapis.com, EU accounts use https://www.zohoapis.eu, etc.
Mandatory field missing
Zoho CRM modules have mandatory fields that must be included in your mapping. Check the module’s field layout in Zoho CRM Setup.
API rate limit exceeded
Zoho CRM enforces API call limits based on your edition. Consider reducing sync frequency or upgrading your plan.