Zoho CRM destination
Zoho CRM destination
A Zoho CRM destination sends Outrun people to Zoho CRM Contacts and Outrun organisations to Zoho CRM Accounts. This page covers setup, permissions and how records are matched in Zoho CRM.
Connect Zoho CRM
- In Outrun, go to Destinations and select Add Destination.
- On the Zoho CRM card, select Connect.
- In 1. Select Zoho CRM Account, select Add Zoho CRM Account and approve access in Zoho, or pick an account you already connected.
- In 2. Configure Destination, enter a Destination Name. Open Advanced Settings and use Enable People Mapping and Enable Organization Mapping to choose what is sent.
- In 3. Review & Confirm, select Create Destination.
Permissions Outrun requests
Outrun asks Zoho for these OAuth scopes:
ZohoCRM.modules.ALLZohoCRM.settings.ALLZohoCRM.users.READaaaserver.profile.READoffline_access
Outrun sends requests to the Zoho data centre your account belongs to.
What is sent
When you create the destination, Outrun sends the people and organisations already in your workspace. After that, it sends a record each time a source sync creates or changes it. See when records are sent.
- People go to Contacts and are matched by email address. A person without an email address is not sent. If a person has no last name, which Zoho requires, Outrun uses the first name instead, or the part of the email address before the
@. - Organisations go to Accounts. Outrun first looks for exactly one Account whose website has the same domain. If there is none, it matches by exact account name, or creates a new Account. An organisation without a name is not sent.
- After the first send, Outrun updates the same Contact or Account each time the record changes.
Two different companies with the same name and no matching website are treated as one Zoho Account. An Account whose website in Zoho includes https:// is not found by the domain check and is matched by name instead.
If Zoho rejects the connection, Outrun refreshes the access once and tries again. If that also fails, reconnect your Zoho CRM account.
To bring Zoho CRM records into Outrun, use the Zoho CRM source.
