Introduction
Connect Zoho CRM to Sana to search, list and get details about records in modules. Convert leads, read attachments, and handle your CRM data without leaving Sana. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search records |
Convert leads |
Read attachments |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Zoho CRM. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Convert lead |
Download attachment |
Get object |
List fields |
List modules |
List objects |
Search objects |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
ZohoCRM.settings.all | Read and manage all CRM configuration and settings |
ZohoCRM.users.all | Read and manage CRM users and their details |
ZohoCRM.org.all | Access organisation-level information for the Zoho CRM account |
ZohoCRM.modules.all | Read and write data in all CRM modules (Leads, Contacts, Deals, etc.) |
ZohoCRM.bulk.all | Run bulk read/write operations on CRM records |
ZohoCRM.notifications.read | Read existing CRM notifications and webhook subscriptions |
ZohoCRM.notifications.create | Create new CRM notification / webhook subscriptions |
ZohoCRM.notifications.update | Update existing CRM notification / webhook subscriptions |
ZohoCRM.notifications.delete | Delete CRM notification / webhook subscriptions |
ZohoCRM.coql.READ | Run COQL queries to read CRM data using the Zoho query language |
ZohoCRM.functions.execute.CREATE | Execute custom Zoho CRM serverless functions that create or modify data |
ZohoCRM.functions.execute.READ | Execute custom Zoho CRM serverless functions that read data |
ZohoCRM.templates.email.READ | Read and list email templates stored in Zoho CRM |
ZohoCRM.templates.inventory.READ | Read and list inventory templates (quotes, invoices, etc.) in Zoho CRM |
ZohoCRM.signals.ALL | Access and manage all Zoho CRM Signals (real-time engagement events and notifications) |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Zoho CRM in the list of available integrations
Scroll to the Available integrations section and locate Zoho CRM.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Zoho CRM and approve the requested scopes
You'll be redirected to Zoho CRM to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Zoho CRM account. Click Continue to complete the setup and start using the connector.