Zoho CRM

Connect & Ingest data from Zoho CRM

Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage leads, contacts, accounts, deals, and more across the entire sales lifecycle. The Sling Zoho CRM connector extracts data from the Zoho CRM REST API v6, supporting core CRM modules (leads, contacts, accounts, deals), activity data (tasks, meetings, calls), and additional objects like campaigns, products, notes, quotes, and vendors.

CLI Pro Required: APIs require a CLI Pro token or Platform Plan.

Setup

The following credentials and inputs are accepted:

Secrets:

• client_id (required) -> Your Zoho OAuth2 Client ID

• client_secret (required) -> Your Zoho OAuth2 Client Secret

• soid (required) -> Your Zoho CRM Organization ID (format: ZohoCRM.<org_id>)

• accounts_url (optional) -> Zoho Accounts URL for your data center (default: https://accounts.zoho.com). See Multi-DC Support below.

• api_domain (optional) -> Zoho API domain for your data center (default: https://www.zohoapis.com). See Multi-DC Support below.

Inputs:

• anchor_date (optional) -> The starting date for historical data extraction (default: 1 year ago). Format: YYYY-MM-DD

Getting Your Credentials

Zoho CRM uses OAuth2 Client Credentials for API authentication. You need to create a Self Client application:

1. Go to the Zoho API Console

2. Click Add Client and select Self Client

3. Give your client a name (e.g., "Sling Integration") and click Create

4. You will see your Client ID and Client Secret -- copy both

Finding your Organization ID (SOID):

1. Log in to Zoho CRM

2. Go to Setup > Developer Space > APIs

3. Your Organization ID is displayed on the API dashboard

4. The SOID format is ZohoCRM.<org_id> (e.g., ZohoCRM.12345678)

Required OAuth Scopes:

The connector requests the following scopes automatically:

• ZohoCRM.modules.ALL -- Read access to all CRM modules

• ZohoCRM.settings.ALL -- Read access to CRM settings

• ZohoCRM.users.ALL -- Read access to CRM users

• ZohoCRM.org.ALL -- Read access to organization data

• ZohoSearch.securesearch.READ -- Read access for search operations

Self Client apps use the Client Credentials grant type, which means no user interaction is required for token generation. Sling handles token refresh automatically.

Using sling conns

sling conns set ZOHO_CRM type=api spec=zoho-crm secrets='{ client_id: your_client_id, client_secret: your_client_secret, soid: "ZohoCRM.12345678" }'

Environment Variable

See here to learn more about the .env.sling file.

export ZOHO_CRM='{ type: api, spec: zoho-crm, secrets: { client_id: "your_client_id", client_secret: "your_client_secret", soid: "ZohoCRM.12345678" } }'

Sling Env File YAML

See here to learn more about the sling env.yaml file.

connections:
  ZOHO_CRM:
    type: api
    spec: zoho-crm
    secrets:
      client_id: "your_client_id"
      client_secret: "your_client_secret"
      soid: "ZohoCRM.12345678"

With anchor date for historical data:

connections:
  ZOHO_CRM:
    type: api
    spec: zoho-crm
    secrets:
      client_id: "your_client_id"
      client_secret: "your_client_secret"
      soid: "ZohoCRM.12345678"
    inputs:
      anchor_date: "2020-01-01"

Multi-DC Support

Zoho operates data centers in multiple regions. By default, the connector uses the US data center (accounts.zoho.com / www.zohoapis.com). If your Zoho account is hosted in a different region, set the accounts_url and api_domain secrets accordingly:

Region	accounts_url	api_domain
US	https://accounts.zoho.com (default)	https://www.zohoapis.com (default)
EU	https://accounts.zoho.eu	https://www.zohoapis.eu
India	https://accounts.zoho.in	https://www.zohoapis.in
Australia	https://accounts.zoho.com.au	https://www.zohoapis.com.au
Japan	https://accounts.zoho.jp	https://www.zohoapis.jp
Canada	https://accounts.zohocloud.ca	https://www.zohoapis.ca

Example for EU data center:

connections:
  ZOHO_CRM:
    type: api
    spec: zoho-crm
    secrets:
      client_id: "your_client_id"
      client_secret: "your_client_secret"
      soid: "ZohoCRM.12345678"
      accounts_url: "https://accounts.zoho.eu"
      api_domain: "https://www.zohoapis.eu"

Replication

Here's an example replication configuration to sync Zoho CRM data to a PostgreSQL database:

source: ZOHO_CRM
target: MY_POSTGRES

defaults:
  mode: incremental
  object: zoho_crm.{stream_name}

streams:
  # Core CRM objects with incremental sync
  leads:
  contacts:
  accounts:
  deals:

  # Activity data with incremental sync
  tasks:
  meetings:
  calls:

  # Reference data (full-refresh recommended)
  users:
    mode: full-refresh
  modules:
    mode: full-refresh

Sync all endpoints:

source: ZOHO_CRM
target: MY_POSTGRES

defaults:
  mode: incremental
  object: zoho_crm.{stream_name}

streams:
  # Sync all available endpoints
  '*':

  # Override mode for metadata endpoints
  users:
    mode: full-refresh
  modules:
    mode: full-refresh

Endpoints

Core CRM Objects

Endpoint	Description	Incremental
leads	CRM leads	Yes
contacts	CRM contacts	Yes
accounts	CRM accounts/companies	Yes
deals	CRM deals/opportunities	Yes

Activities

Endpoint	Description	Incremental
tasks	CRM tasks/activities	Yes
meetings	CRM meetings/events	Yes
calls	CRM call logs	Yes

Sales & Marketing

Endpoint	Description	Incremental
campaigns	CRM campaigns	Yes
products	Product catalog	Yes
quotes	Quotes/proposals	Yes
vendors	Vendor records	Yes

Other

Endpoint	Description	Incremental
users	All CRM users in the organization	No
notes	Notes attached to records	Yes
modules	Metadata about all available CRM modules	No

To discover available endpoints:

sling conns discover ZOHO_CRM

Incremental Sync

The Zoho CRM connector uses time-based incremental sync via the Modified_Time field for most endpoints:

• First run: Fetches records modified from anchor_date (default: 1 year ago) to present

• Subsequent runs: Only fetches records modified after the last sync

Incremental sync is supported for:

• Core CRM objects (leads, contacts, accounts, deals)

• Activities (tasks, meetings, calls)

• Sales & marketing (campaigns, products, quotes, vendors)

• Notes

The users and modules endpoints do not support incremental sync and always perform a full refresh.

Rate Limiting

The Zoho CRM API enforces rate limits based on your Zoho edition. The connector automatically:

• Uses conservative rate limiting (5 requests/second with 3 concurrent requests)

• Retries with exponential backoff on 429 (rate limit) responses

Common Use Cases

Sync Core CRM Data

source: ZOHO_CRM
target: MY_POSTGRES

defaults:
  mode: incremental
  object: crm.{stream_name}

streams:
  leads:
  contacts:
  accounts:
  deals:
  users:
    mode: full-refresh

Sync Activity Data

source: ZOHO_CRM
target: MY_POSTGRES

defaults:
  mode: incremental
  object: activities.{stream_name}

streams:
  tasks:
  meetings:
  calls:
  notes:

Sync Sales Pipeline

source: ZOHO_CRM
target: MY_POSTGRES

defaults:
  mode: incremental
  object: sales.{stream_name}

streams:
  deals:
  quotes:
  products:
  campaigns:

If you are facing issues connecting, please reach out to us at [email protected], on discord or open a Github Issue here.