Use Zoho CRM as a data source

Resources

Data Source Type REST/URL
Authentication Auth Token specified within URL
How to generate a Zoho Auth token
Sample Query https://crm.zoho.com/crm/private/json/Leads/getMyRecords?authtoken=auth-tokenscope=crmapi
API Documentation Zoho API Documentation

Step-by-Step

Creating a data source using Zoho

To create a data source using Zoho, you need to accomplish 3 tasks:

  • Start the data source creation process.
  • Generate an Authentication token.
  • Write the query using Zoho's API documentation and enter it in Klipfolio.
  • Complete the data source creation process.

Step 1: Start the data source creation process

To create a data source using Zoho, go to the Connector Gallery page in Klipfolio and select Zoho.

Step 2: Generate a Zoho CRM Auth Token

In order to retrieve data from your Zoho account, you need to generate an auth token. There are two ways you can do this:

OR

  • Follow the steps below to generate an Auth Token in your Zoho account:

 

Location Action
  • To find your Authentication token, Log in to your Zoho CRM account.
  • On your Zoho CRM home page, under Developer Space, select CRM API.
  • On the CRM API page, click the Gear Icon.
  • Select Authentication Token Generation.

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  • Generate an Authentication Token by following the instructions provided.
  • Copy the token into Klipfolio.

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Step 3: Write the query and enter it in Klipfolio

Now that you have your Zoho CRM auth token, you can write a query in Klipfolio.

Here are two sample queries to get you started:

For a list of lead records:

https://crm.zoho.com/crm/private/json/Leads/getMyRecords?authtoken=your-auth-tokenscope=crmapi

For a list of Zoho accounts (last 200 accounts)

https://crm.zoho.com/crm/private/json/Accounts/getRecords?authtoken=your-auth-token&scope=crmapi&fromIndex=1&toIndex=200&sortColumnString=Created Time&sortOrderString=desc

Replace your-auth-token with your Zoho CRM Auth Token, for example, a1bb2cccc123c1a1a12345aaaa12ab12.

Step 4: Complete the data source creation process

  • At Data Format, select JSON.
  • At Method, select GET.
  • Click Get Resource.

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Now that you know how to write a Zoho CRM query, use the Zoho CRM API documentation to create your own.

Learn More

Now that you have your data, here are some ideas on how to use it: