Zoho CRM Source

Zoho CRM Source

Connect your Zoho CRM to Outrun for comprehensive business data synchronization. Zoho CRM offers a unique data structure with both Leads and Contacts mapping to People, plus powerful Related Records capabilities.

🔴 Zoho CRM Integration

Zoho CRM has a unique data structure where both Leads and Contacts represent people. This source includes advanced Related Records API integration for comprehensive relationship mapping.

Supported Objects

Zoho CRM maps to the following standardized objects:

👥 People (from Multiple Objects)

  • Leads: Prospective contacts and potential customers
  • Contacts: Established contacts linked to accounts
  • Primary ID: Zoho record ID
  • Key Fields: Email, name, phone, company, lead status, account association

🏢 Organizations (from Accounts)

  • Source Object: Accounts
  • Primary ID: Account ID
  • Key Fields: Account name, website, industry, revenue, billing/shipping addresses

🔗 Relationships (Enhanced)

  • Contact ↔ Account: Standard employment relationships
  • Lead ↔ Company: Prospective business relationships
  • Related Records: Notes, Tasks, Events, Calls linked to any record
  • Cross-Module: Comprehensive relationship tracking via Related Records API

Authentication

Zoho CRM uses OAuth 2.0 with Zoho-specific requirements:

  1. OAuth Flow: Zoho OAuth 2.0 with refresh tokens
  2. Zoho Console: Requires app registration in Zoho Developer Console
  3. Scopes Required:
    • ZohoCRM.modules.ALL - Access to all CRM modules
    • ZohoCRM.users.READ - User information access
    • offline_access - Refresh token capability
  4. Data Centers: Supports multiple Zoho data centers (US, EU, IN, AU, JP)
  5. Token Management: Automatic refresh with secure storage

Field Mappings

People (Leads)

Outrun Field Zoho CRM Field Type Description
emailAddress Email String Primary email address
firstName First_Name String Lead's first name
lastName Last_Name String Lead's last name
phoneNumbers[].number Phone String Primary phone number
phoneNumbers[].number Mobile String Mobile phone number
addresses[].street Street String Street address
addresses[].city City String City
addresses[].state State String State/province
addresses[].country Country String Country
addresses[].postalCode Zip_Code String Postal code
associations[].id Company String Company name/association
associations[].role Designation String Job title/designation

People (Contacts)

Outrun Field Zoho CRM Field Type Description
emailAddress Email String Primary email address
firstName First_Name String Contact's first name
lastName Last_Name String Contact's last name
phoneNumbers[].number Phone String Primary phone number
phoneNumbers[].number Mobile String Mobile phone number
addresses[].street Mailing_Street String Mailing street address
addresses[].city Mailing_City String Mailing city
addresses[].state Mailing_State String Mailing state/province
addresses[].country Mailing_Country String Mailing country
addresses[].postalCode Mailing_Zip String Mailing postal code
associations[].id Account_Name.id String Associated account ID
associations[].role Title String Job title at account

Organizations (Accounts)

Outrun Field Zoho CRM Field Type Description
companyName Account_Name String Account name
website Website String Company website URL
phoneNumbers[].number Phone String Primary phone number
phoneNumbers[].number Fax String Fax number
addresses[].street Billing_Street String Billing street address
addresses[].city Billing_City String Billing city
addresses[].state Billing_State String Billing state/province
addresses[].country Billing_Country String Billing country
addresses[].postalCode Billing_Code String Billing postal code
industry Industry String Industry classification
numberOfEmployees Employees Number Employee count
annualRevenue Annual_Revenue Currency Annual revenue

Rate Limits

Zoho CRM has conservative rate limits that Outrun carefully manages:

  • Default Operations: 5 requests per 10 seconds
  • Metadata Operations: 3 requests per 10 seconds
  • Read Operations: 8 requests per 10 seconds
  • Bulk Read: 2 requests per 10 seconds
  • Search Operations: 3 requests per 10 seconds
  • Write Operations: 3 requests per 10 seconds
  • Bulk Write: 2 requests per 10 seconds

⚠️ Rate Limit Management

Zoho CRM has the most restrictive rate limits among our sources. Outrun automatically manages these limits with intelligent batching and retry logic to ensure reliable sync performance.

Related Records API

Zoho CRM's Related Records API provides comprehensive relationship tracking:

Supported Modules

  • Accounts: Organization-related records
  • Contacts: Contact-related records
  • Leads: Lead-related records

Related Record Types

  • Notes: Text notes and comments
  • Tasks: Action items and to-dos
  • Events: Calendar events and meetings
  • Calls: Phone call logs and records

Relationship Mapping

  • has_note: Entity has associated notes
  • has_task: Entity has associated tasks
  • has_event: Entity has associated events
  • has_call: Entity has associated call records

Sync Behavior

Initial Sync

  • Backfill Period: 30 days by default
  • Polling Interval: 60 minutes
  • Data Processing:
    1. Raw data → _stream collection
    2. Merged data → _consolidate collection
    3. Standardized objects → People, Organizations, Relationships
    4. Related records → Additional relationship objects

Continuous Sync

  • Change Detection: Modified_Time-based queries
  • Update Frequency: Every 60 minutes
  • Incremental Updates: Only changed records processed
  • Related Records: Automatic sync of associated records

Destination Capabilities

Zoho CRM supports bi-directional sync with flexible object targeting:

People Destinations

Target Objects: Contacts (default) or Leads

Contacts Destination

  • Required Fields: Last_Name
  • Available Fields: Email, names, phone numbers, addresses, account association
  • Use Case: Established contacts with account relationships

Leads Destination

  • Required Fields: Last_Name, Company
  • Available Fields: Email, names, phone numbers, addresses, company, lead status
  • Use Case: New prospects and potential customers

Organizations Destination

Target Object: Accounts

  • Required Fields: Account_Name
  • Available Fields: Website, phone, addresses, industry, revenue, employee count

System Nuances

Zoho CRM-Specific Considerations

  1. Dual People Objects: Both Leads and Contacts represent people with different contexts
  2. Account Linking: Contacts link to Accounts; Leads have Company text field
  3. Related Records: Comprehensive activity tracking via Related Records API
  4. Field API Names: Zoho uses underscore naming (First_Name, Last_Name)
  5. Lookup Fields: Account_Name is a lookup field returning both ID and name
  6. Owner Fields: All records have Owner with email and name subfields

Data Quality Notes

  • Required Fields: Zoho enforces required field validation
  • Picklist Values: Picklist constraints are respected
  • Date Formats: ISO 8601 date format handling
  • Currency Fields: Multi-currency support with proper conversion
  • Duplicate Detection: Zoho's native duplicate rules are respected

Performance Considerations

  • Bulk Operations: Used for large data sets within rate limits
  • Related Records: Separate API calls for comprehensive relationship data
  • Field Selection: Only necessary fields retrieved to optimize performance
  • Pagination: Proper pagination handling for large result sets

Best Practices

Setup Recommendations

  1. Zoho Console: Create dedicated app in Zoho Developer Console
  2. Permissions: Ensure user has access to required modules
  3. Data Center: Confirm correct Zoho data center selection
  4. Custom Fields: Document custom fields needed for sync
  5. Lead vs Contact: Define criteria for Lead vs Contact classification

Performance Optimization

  1. Rate Limit Awareness: Plan sync schedules around conservative limits
  2. Selective Sync: Configure specific modules and fields
  3. Related Records: Enable only needed related record types
  4. Monitoring: Watch for rate limit warnings in sync logs
  5. Bulk Operations: Use bulk APIs for initial large syncs

Troubleshooting

Common Issues

Authentication Failures

  • Verify Zoho Console app configuration
  • Check OAuth scopes and permissions
  • Ensure correct data center selection
  • Confirm user account access to required modules

Rate Limit Errors

  • Monitor API usage in Zoho CRM
  • Reduce sync frequency if needed
  • Check for other integrations consuming API calls
  • Contact support for optimization strategies

Data Sync Issues

  • Verify required fields are populated
  • Check picklist value constraints
  • Confirm lookup field relationships
  • Review duplicate detection rules

Related Records Issues

  • Ensure Related Records API is enabled
  • Check permissions for Notes, Tasks, Events, Calls
  • Verify parent record relationships
  • Monitor Related Records sync logs

Support Resources

Ready to connect Zoho CRM? Follow our Getting Started guide to set up your first sync.

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