Setup Guide - Zoho CRM

Follow our setup guide to connect Zoho CRM to DataChannel.

Prerequisites

To connect Zoho CRM to DataChannel, you need:

  • An active Zoho CRM account with permissions to access data from accounts you’d like to sync and decide which breakdowns and fields you’d like to sync

Setup instructions

  1. Select a data destination for your Zoho CRM Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Zoho CRM account using OAuth using the process described here.

zohocrm new creds
zohocrm new creds oauth

  1. Click on + Data Pipeline to start adding data pipelines to your account.

    zohocrm data source detail

  2. Details of individual objects and reports are available here.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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