Zoho CRM

Automatically Export & Sync Zoho CRM Data

Zoho CRM
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Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Accounts
Filterable
Activities
Filterable
Campaigns
Filterable
Calls
Filterable
Cases
Filterable
Contacts
Filterable
Custom Module
Filterable
Deals
Filterable
Events
Filterable
Invoices
Filterable
Leads
Filterable
Modules
PriceBooks
Filterable
Products
Filterable
PurchaseOrders
Filterable
Quotes
Filterable
SalesOrders
Filterable
Solutions
Filterable
Tasks
Filterable
Territories
Vendors
Filterable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Zoho CRM.

If you only need to export your data one time, check the website of Zoho CRM to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Zoho CRM.
Zoho CRM is a customer relationship management system that enables users to sell smarter, better, and faster.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Zoho CRM from the Data Source dropdown and from the Data Destination dropdown.

Step 2

Authorize Zoho CRM with your credentials using the OAuth flow.

Step 3

Authorize with your credentials using the flow.

Step 4

Select your Data Set from the 21 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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