Dokumentation (english)

Zoho CRM Connector

Connect to Zoho CRM to import leads, contacts, accounts, and deals.

Connect your Zoho CRM to import leads, contacts, accounts, and deals into your AI pipelines.

Setup Instructions

1. Navigate to Data Integrations

Go to one of your flows, click the Data Integrations tab and select Select an Integration.

2. Select Zoho CRM

Search for Zoho CRM in the list and click Connect.

3. Authenticate

Click Connect with Zoho, sign in with your Zoho account, and grant read access to your CRM data.

4. Configure the Connector

  • Connector Name: A descriptive name (e.g., "Zoho CRM")
  • CRM Modules: Select the modules to import — Leads, Contacts, Accounts, Deals

Note: On every sync, a new version of your data is created. Up to 5 versions are stored by default.


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Schnellzugriffe
STRG + KSuche
STRG + DNachtmodus / Tagmodus
STRG + LSprache ändern
STRG + BSidepanel umschalten

Software-Details
Kompiliert vor etwa 3 Stunden
Release: v4.0.0-production
Buildnummer: master@0ad0660
Historie: 50 Items