Zoho CRM

Zoho CRM

Setup Guide

Follow these steps to connect Zoho CRM to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Zoho CRM into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Click Sign in to connect securely through OAuth. This action opens the Zoho CRM sign-in page in a new tab.

  6. Log into your Zoho CRM account and provide the requested permissions (if applicable).

  7. Select the CRM organization that you want to connect to CData Connect Cloud and click Submit.

  8. Click Accept to grant the requested access permissions. Note: Each permission is required for the connection to function.

  9. At the top of the CData Connect Cloud Add Zoho CRM Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect Cloud and Zoho CRM, see this information page.