Connector Zoho CRM
Zoho CRM is a comprehensive customer relationship management (CRM) software developed by Zoho Corporation. It serves as a powerful tool for businesses to manage and streamline their interactions with current and potential customers. Zoho CRM offers features such as lead management, contact management, sales automation, workflow automation, and analytics, providing a holistic solution for sales and marketing teams. As a connector to export data from Zoho CRM to the CDP, Zoho CRM facilitates the efficient transfer of customer-related information, ensuring a unified and centralized database. This integration empowers businesses to harness valuable insights from customer interactions across various channels, enabling more informed decision-making, personalized marketing strategies, and ultimately fostering stronger customer relationships.
Data In/ Data Out
|
Data In |
N/A |
|
Data Out |
Depending on the Output File names possible to configure in Parameters. |
Learn more: about the folder structure please go to this article.
Remember: to register your application here
Parameters
|
Client ID (required) |
OAuth Client ID |
|
Client Secret (required) |
OAuth Client Secret |
|
Refresh Token (required) |
OAuth Refresh Token |
Modules
|
Enabled |
If checked, this module will be executed |
|
Output File (required) |
CSV output filename |
Accounts
|
Enabled |
If checked, this module will be executed |
|
Output File (required) |
CSV output file name |
Contacts
|
Enabled |
If checked, this module will be executed |
|
Output File (required) |
CSV output file name |
Deals
|
Enabled |
If checked, this module will be executed |
|
Output File (required) |
CSV output file name |