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Zoho CRM Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=zohocrm

Intro

Zoho CRM is a customer relationship management application with features like procurement, inventory, and some accounting functions from the realm of ERP. Use Domo's Zoho CRM Connector to get data about users, modules, records and the like. To learn more about the Zoho CRM API, visit their page (https://www.zoho.com/crm/help/api/api-methods.html).

The Zoho CRM connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Zoho CRM account in the Data Center. This topic discusses the fields and menus that are specific to the Zoho CRM connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector lets you track your sales pipeline, categorize leads, manage inventory, and keep on top of sales procurement.

Primary Metrics

  • Number of prospects

  • Number of new customers

  • Number of retained customers

  • Close rate

  • Renewal rate

  • Sales calls made

  • Sales calls per opportunity

  • Sales stage duration

  • Sales cycle duration

  • Proposals given

  • Customer lifetime value

  • Upsell ratio

Primary Company Roles

  • Sales

  • Marketing

Average Implementation Time

some stuff

Ease of Use (on a 1-to-10 scale with 1 being easiest)

some stuff

Prerequisites

To connect to your Zoho CRM account and create a DataSet, you must have a Zoho API Auth Token. To create a token, go to https://accounts.zoho.com/apiauthtok...ZohoCRM/crmapi. To view already created tokens, go to https://accounts.zoho.com/u/h#setting/authtoken.

Connecting to Your Zoho CRM Account

This section enumerates the options in the Credentials and Details panes in the Zoho CRM Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains a single field where you enter your Zoho CRM Auth Token. (For information about obtaining a token, see "Prerequisites," above.) Once you have entered valid Microsoft credentials, you can use the same account any time you go to create a new Zoho CRM DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Method menu, in which you specify the data you want to retrieve. Depending on the selected method, various other menus may appear.

Menu

Description

Method

Select the Zoho CRM data you want to retrieve. The following methods are available:

Custom View Records

Retrieves data with respect to the Custom View in Zoho CRM.

My Records

Retrieves data by the owner of the Authentication token specified in the API request. 

Records

Retrieves all users' data specified in the API request. 

Search Records

Lets you enter a conditional statement to search records. 

Users

Retrieves the list of users in your organization.

 

Module

Select the Zoho CRM module to pull data from.  

Past Days

Enter the number of days of data to retrieve. For example, entering 30 would pull data for the last 30 days.

Search Condition

Enter a search statement to filter data in your report. The format is as follows:

(Column Name|operator|search value) 

For example, entering (Created By|=|Joe) would search the "Created By" column for rows equaling "Joe."

All of the following operators are available:

=, <>, <, >, <=, >=, contains, starts with, ends with, doesn't contain

See Zoho API Help Link for more help.

Custom View Name Option Select a custom view name for your report. If the name you want is not here, you can enter it in the Custom View Name field.
Custom View Name Enter the custom view name here if the desired name is not found in the Custom View Name Option dropdown.
User Type Select the user type you want to pull data for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

Issues sometimes arise with this connector from permissioning problems. If any data is missing for any reason, then most likely the credentials being used for the connector have fewer permissions than expected. Either enter credentials with full Zoho CRM system access or, through Zoho CRM, provide the account linked to Domo with the proper access.

API Limits

Free Edition

  • 1000 requests/day/organization


Standard Edition

  • Min - 2000 requests/day/organization
  • Max - 5000 requests/day/organization or 250 requests /user license whichever is lower


Professional Edition

  • Min - 3000 requests/day/organization
  • Max - 10000 requests/day/organization or 250 requests /user license whichever is lower


Enterprise Edition

  • Min - 4000 requests/day/organization
  • Max - 25000 requests/day/organization or 500 requests /user license whichever is lower


Zoho CRM will notify CRM administrators (Users with "Administrator" profile) if your organization exceeds the API limit. They also provide API statistics for better assessment of your integration requirements.