Zoho CRM Connectors

ZappySys connectors for Zoho CRM provide read / write capability inside your app (see list below), using these drag and drop , high performance connectors you can perform many Zoho CRM operations without any coding. You can use this connector to integrate Zoho CRM API data inside apps like SSIS, SQL Server or popular ETL Platforms / BI Tools/ Reporting Apps / Programming languages (i.e. Informatica, Power BI, SSRS, Excel, C#, JAVA, Python)

Documentation

Video Tutorial - Zoho CRM Connectors - REST API Integration

Click on your App below to get started with Zoho CRM Integration

Choose your App / Scenario for which you like to integrate Zoho CRM
Zoho CRM for SSIS
SSIS
Zoho CRM for SQL Server
SQL Server
Zoho CRM for Power BI
Power BI
Zoho CRM for SSRS
SSRS
Zoho CRM for Informatica
Informatica
Zoho CRM for MS Access
MS Access
Zoho CRM for MS Excel
MS Excel
Zoho CRM for SSAS
SSAS
Zoho CRM for C#
C#
Zoho CRM for Python
Python
Zoho CRM for JAVA
JAVA
Zoho CRM for Tableau
Tableau
Zoho CRM for SAP Crystal Reports
SAP Crystal Reports
Zoho CRM for ODBC
ODBC

Actions supported by Zoho CRM Connector

Zoho CRM Connectors support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 Read Data (Query Mode - Max 200 Rows Only)
Parameter Description
sql_query Your SQL query for CRM (i.e. COQL (CRM Object Query Language)). Limtation - You can fetch maximum 200 rows using COQL Query. To read all rows use Table mode. (refer to help link to learn more about COQL)
 List Modules
Parameter Description
 List Territories
 List Module Settings
To get the metadata for a specific module. Specify the API name of the module, such as Leads, Accounts or Deals in your API request.
Parameter Description
module Module name for which you like to get settings
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
 List Tags
List tags for module.
Parameter Description
module Module name for which you like to get settings
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
 Gets record count for specific tag for module
Add tags for specified module and specified record id(s).
Parameter Description
module Module name for which you like to get settings
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
Tag Id Use List Tags to findout Id for tag you like to query
 Add / Update Tags for records
Add tags for specified module and specified record id(s).
Parameter Description
module Module name for which you like to get settings
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
Record Id(s) (comma seperated list) List of Record Id(s) you like to update
Tag Id List of Tag(s) you like to add
Overwrite Set this to overwrite exising tags for the record(s)
Option Value
true true
false false
 List Module Fields
To get the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.
Parameter Description
module Module name for which you like to get all fields
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
 List Views
Parameter Description
module Module name for which you like to get all views
 Read [$parent.module_name$]
Parameter Description
Last Modified Date - Read data modified after it Supply this DateTime (ISO 8601 format) - To get the list of recently modified records
Custom View ID To get the list of records based on custom views.
sort_by Specify the field name based on which the records must be sorted.
sort_order To sort the list of records in either ascending or descending order.
Option Value
asc asc
desc desc
territory_id To get the list of records in a territory. Use get_territories endpoint to list Id and names.
include_child To include records from the child territories. Default is false.
Option Value
true true
false false
 Search [$parent.module_name$]
Search records by criteria or email or phone or word or id (specify only one parameter for search and keep other blank)
Parameter Description
Search By Criteria Expression You can supply upto 10 criterias. For more complex expression use Query API. Example: ((Last_Name:equals:Burns)and(First_Name:starts_with:Ma)). You can lookup row by ID like (id:equals:1458554000067017001). Here is Syntax for expression (({api_name}:{starts_with|equals}:{value})and/or({api_name}:{starts_with|equals}:{value}))
Search By Email
Search By Phone
Search By any Word
Search By Id
Include only converted records
Option Value
true true
false false
both both
 Delete [$parent.module_name$]
Parameter Description
Record ID(s) - Use Comma for multiple (e.g. 111,222)
Fire Wordflow Trigger
Option Value
true true
false false
 Insert [$parent.module_name$]
Parameter Description
Triggers
 Update [$parent.module_name$]
Parameter Description
Triggers
 Upsert [$parent.module_name$] (Update or Insert)
Parameter Description
Triggers
Duplicate_Check_Fields
Option Value
By Email Email
By Phone Phone
By Mobile Mobile
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Check this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair