Zoho CRM connector · CRM & Marketing
Zoho CRM connector
The DigiData Zoho CRM connector securely synchronizes standard and custom CRM modules with read-only access through Zoho CRM API v8.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Zoho CRM to DigiData?
Connect a Zoho CRM organization through OAuth2 without storing a Zoho password in DigiData. The connector reads organization and user data, module and field metadata, layouts, pipelines and records from supported standard and custom modules. Unknown custom fields remain preserved in the source JSON. DigiData uses the api_domain returned with Zoho's token response so requests remain tied to the selected data center and production, sandbox or developer environment.
More about Zoho CRM: www.zoho.com/crm/.
Connecting Zoho CRM to Power BI in short
The Zoho CRM connector is available and synchronizes supported tables such as Organization and users, Modules, fields and layouts, Deal pipelines and stages and Leads, contacts, accounts and deals. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Zoho CRM in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- Read-only OAuth2 authorization per tenant and Zoho organization
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Zoho CRM. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- Platform costs plus an amount per active integration, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Zoho CRM link?
An overview of what DigiData does with your Zoho CRM data:
Which data
Available Zoho CRM data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Zoho CRM data?
Pipeline value and deal-stage reporting in Power BI
Combining leads, contacts and accounts with financial data
Analyzing custom CRM modules without manual exports
Monitoring API-credit usage per connected organization
How it works
How does the Zoho CRM link work?
Connect Zoho CRM
Link your Zoho CRM account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Zoho CRM in Power BI
Use the Zoho CRM OData tables for organizations, users, modules, fields, layouts, pipelines and records. Records expose common reporting fields and complete source JSON for custom fields.
Frequently asked questions
Questions about the Zoho CRM integration
How do I connect Zoho CRM to Power BI?
With DigiData you automatically synchronize Zoho CRM data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Zoho CRM API connection yourself.
How often is Zoho CRM data refreshed?
DigiData synchronizes Zoho CRM according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the Zoho CRM connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Zoho CRM data does DigiData synchronize?
The connector is designed for organization and user data, metadata, standard CRM modules and custom modules. Final coverage depends on the authorizing user's permissions and Zoho edition.
Is the Zoho CRM connector available now?
Yes. You can connect Zoho CRM from DigiData through OAuth2. DigiData uses the API domain returned by Zoho for subsequent requests.
Is DigiData part of Zoho?
No. DigiData is an independent integration provider. Zoho and Zoho CRM are trademarks of Zoho Corporation Private Limited and/or its affiliates.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Zoho CRM next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Zoho CRM to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
