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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'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 this Zoho docs article.

Field mapping

You can sync columns from your source to Zoho'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 in this Zoho docs page. Additionally, to know more about module field types, refer to the Sample Attributes section.

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.

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On this page

SetupSyncingSync modesRecord matchingField mappingDelete mode

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