Zoho Crm

Configuration

Zoho CRM source connector integrates with the Zoho CRM REST API to extract CRM data.

Synchronizes comprehensive data from your Zoho CRM org including:

Accounts (companies, organizations)
Contacts (people)
Deals (sales opportunities, pipelines)
Leads (pre-qualified prospects)
Products (product catalog)
Quotes (sales proposals)
Sales Orders (confirmed orders)
Invoices (billing documents)

It provides access to all major Zoho CRM modules with proper OAuth2 authentication.

View Source Code

Explore the Zoho Crm connector implementation

Authentication

This connector uses OAuth 2.0 authentication. You can connect through the Airweave UI or API using the OAuth flow.

Supported authentication methods:

OAuth Browser Flow (recommended for UI)
OAuth Token (for programmatic access)
Auth Provider (enterprise SSO)

Configuration Options

This connector does not have any additional configuration options.

Data Models

The following data models are available for this connector:

ZohoCRMAccountEntity

Schema for Zoho CRM Account entities.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
account_id	str	Unique Zoho CRM ID for the account.
account_name	str	Display name of the account.
created_time	datetime	When the account was created.
updated_time	datetime	When the account was last updated.
web_url_value	Optional[str]	URL to open the account in Zoho CRM.
website	Optional[str]	Account website URL
phone	Optional[str]	Account phone number
fax	Optional[str]	Account fax number
industry	Optional[str]	Account industry
annual_revenue	Optional[float]	Annual revenue
employees	Optional[int]	Number of employees
ownership	Optional[str]	Account ownership type
ticker_symbol	Optional[str]	Stock ticker symbol
description	Optional[str]	Account description
rating	Optional[str]	Account rating
parent_account_id	Optional[str]	ID of parent account
account_type	Optional[str]	Account type
billing_street	Optional[str]	Billing street address
billing_city	Optional[str]	Billing city
billing_state	Optional[str]	Billing state/province
billing_code	Optional[str]	Billing postal code
billing_country	Optional[str]	Billing country
shipping_street	Optional[str]	Shipping street address
shipping_city	Optional[str]	Shipping city
shipping_state	Optional[str]	Shipping state/province
shipping_code	Optional[str]	Shipping postal code
shipping_country	Optional[str]	Shipping country
account_number	Optional[str]	Account number
sic_code	Optional[str]	SIC code
owner_id	Optional[str]	ID of the user who owns the account
owner_name	Optional[str]	Name of the account owner
metadata	Dict[str, Any]	Additional metadata about the account

ZohoCRMContactEntity

Schema for Zoho CRM Contact entities.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
contact_id	str	Unique Zoho CRM ID for the contact.
contact_name	str	Display name of the contact.
created_time	datetime	When the contact was created.
updated_time	datetime	When the contact was last updated.
web_url_value	Optional[str]	URL to view the contact in Zoho CRM.
first_name	Optional[str]	Contact’s first name
last_name	Optional[str]	Contact’s last name
email	Optional[str]	Contact’s email address
secondary_email	Optional[str]	Contact’s secondary email address
phone	Optional[str]	Contact’s phone number
mobile	Optional[str]	Contact’s mobile phone number
fax	Optional[str]	Contact’s fax number
title	Optional[str]	Contact’s job title
department	Optional[str]	Contact’s department
account_id	Optional[str]	ID of the associated account
account_name	Optional[str]	Name of the associated account
lead_source	Optional[str]	Source of the lead
date_of_birth	Optional[str]	Contact’s date of birth
description	Optional[str]	Contact description
owner_id	Optional[str]	ID of the user who owns the contact
owner_name	Optional[str]	Name of the contact owner
mailing_street	Optional[str]	Mailing street address
mailing_city	Optional[str]	Mailing city
mailing_state	Optional[str]	Mailing state/province
mailing_zip	Optional[str]	Mailing postal code
mailing_country	Optional[str]	Mailing country
other_street	Optional[str]	Other street address
other_city	Optional[str]	Other city
other_state	Optional[str]	Other state/province
other_zip	Optional[str]	Other postal code
other_country	Optional[str]	Other country
assistant	Optional[str]	Assistant’s name
asst_phone	Optional[str]	Assistant’s phone number
reports_to_id	Optional[str]	ID of the contact this contact reports to
email_opt_out	bool	Indicates whether the contact has opted out of email
metadata	Dict[str, Any]	Additional metadata about the contact

ZohoCRMDealEntity

Schema for Zoho CRM Deal entities (pipelines).

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
deal_id	str	Unique Zoho CRM ID for the deal.
deal_name	str	Display name of the deal.
created_time	datetime	When the deal was created.
updated_time	datetime	When the deal was last updated.
web_url_value	Optional[str]	URL to view the deal in Zoho CRM.
account_id	Optional[str]	ID of the associated account
account_name	Optional[str]	Name of the associated account
contact_id	Optional[str]	ID of the associated contact
contact_name	Optional[str]	Name of the associated contact
amount	Optional[float]	Deal amount
closing_date	Optional[str]	Expected closing date
stage	Optional[str]	Sales stage
probability	Optional[float]	Probability percentage
expected_revenue	Optional[float]	Expected revenue
pipeline	Optional[str]	Pipeline name
campaign_source	Optional[str]	Campaign source
owner_id	Optional[str]	ID of the user who owns the deal
owner_name	Optional[str]	Name of the deal owner
lead_source	Optional[str]	Source of the lead
deal_type	Optional[str]	Deal type
next_step	Optional[str]	Next step in the sales process
description	Optional[str]	Deal description
reason_for_loss	Optional[str]	Reason for loss if deal was lost
metadata	Dict[str, Any]	Additional metadata about the deal

ZohoCRMLeadEntity

Schema for Zoho CRM Lead entities.

Leads are pre-qualified prospects that haven’t been converted to contacts yet.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
lead_id	str	Unique Zoho CRM ID for the lead.
lead_name	str	Display name of the lead.
created_time	datetime	When the lead was created.
updated_time	datetime	When the lead was last updated.
web_url_value	Optional[str]	URL to view the lead in Zoho CRM.
first_name	Optional[str]	Lead’s first name
last_name	Optional[str]	Lead’s last name
company	Optional[str]	Lead’s company name
email	Optional[str]	Lead’s email address
phone	Optional[str]	Lead’s phone number
mobile	Optional[str]	Lead’s mobile phone number
fax	Optional[str]	Lead’s fax number
title	Optional[str]	Lead’s job title
website	Optional[str]	Lead’s website
lead_source	Optional[str]	Source of the lead
lead_status	Optional[str]	Current status of the lead
industry	Optional[str]	Lead’s industry
annual_revenue	Optional[float]	Annual revenue
no_of_employees	Optional[int]	Number of employees
rating	Optional[str]	Lead rating
description	Optional[str]	Lead description
street	Optional[str]	Street address
city	Optional[str]	City
state	Optional[str]	State/province
zip_code	Optional[str]	Postal code
country	Optional[str]	Country
owner_id	Optional[str]	ID of the user who owns the lead
owner_name	Optional[str]	Name of the lead owner
converted	bool	Whether the lead has been converted
email_opt_out	bool	Indicates whether the lead has opted out of email
metadata	Dict[str, Any]	Additional metadata about the lead

ZohoCRMProductEntity

Schema for Zoho CRM Product entities.

Products represent items in the product catalog.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
product_id	str	Unique Zoho CRM ID for the product.
product_name	str	Display name of the product.
created_time	datetime	When the product was created.
updated_time	datetime	When the product was last updated.
web_url_value	Optional[str]	URL to view the product in Zoho CRM.
product_code	Optional[str]	Product code/SKU
product_category	Optional[str]	Product category
manufacturer	Optional[str]	Product manufacturer
vendor_name	Optional[str]	Vendor name
unit_price	Optional[float]	Unit price
sales_start_date	Optional[str]	Sales start date
sales_end_date	Optional[str]	Sales end date
support_start_date	Optional[str]	Support start date
support_expiry_date	Optional[str]	Support expiry date
qty_in_stock	Optional[float]	Quantity in stock
qty_in_demand	Optional[float]	Quantity in demand
qty_ordered	Optional[float]	Quantity ordered
reorder_level	Optional[float]	Reorder level
commission_rate	Optional[float]	Commission rate
tax	Optional[str]	Tax information
taxable	bool	Whether the product is taxable
product_active	bool	Whether the product is active
description	Optional[str]	Product description
owner_id	Optional[str]	ID of the user who owns the product
owner_name	Optional[str]	Name of the product owner
metadata	Dict[str, Any]	Additional metadata about the product

ZohoCRMQuoteEntity

Schema for Zoho CRM Quote entities.

Quotes are sales proposals sent to potential customers.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
quote_id	str	Unique Zoho CRM ID for the quote.
quote_name	str	Display name/subject of the quote.
created_time	datetime	When the quote was created.
updated_time	datetime	When the quote was last updated.
web_url_value	Optional[str]	URL to view the quote in Zoho CRM.
quote_number	Optional[str]	Quote number
quote_stage	Optional[str]	Quote stage
account_id	Optional[str]	ID of the associated account
account_name	Optional[str]	Name of the associated account
contact_id	Optional[str]	ID of the associated contact
contact_name	Optional[str]	Name of the associated contact
deal_id	Optional[str]	ID of the associated deal
deal_name	Optional[str]	Name of the associated deal
valid_till	Optional[str]	Quote validity date
sub_total	Optional[float]	Subtotal amount
discount	Optional[float]	Discount amount
tax	Optional[float]	Tax amount
adjustment	Optional[float]	Adjustment amount
grand_total	Optional[float]	Grand total amount
carrier	Optional[str]	Carrier/shipper
shipping_charge	Optional[float]	Shipping charge
terms_and_conditions	Optional[str]	Terms and conditions
description	Optional[str]	Quote description
billing_street	Optional[str]	Billing street
billing_city	Optional[str]	Billing city
billing_state	Optional[str]	Billing state
billing_code	Optional[str]	Billing postal code
billing_country	Optional[str]	Billing country
shipping_street	Optional[str]	Shipping street
shipping_city	Optional[str]	Shipping city
shipping_state	Optional[str]	Shipping state
shipping_code	Optional[str]	Shipping postal code
shipping_country	Optional[str]	Shipping country
owner_id	Optional[str]	ID of the user who owns the quote
owner_name	Optional[str]	Name of the quote owner
metadata	Dict[str, Any]	Additional metadata about the quote

ZohoCRMSalesOrderEntity

Schema for Zoho CRM Sales Order entities.

Sales Orders are confirmed orders from customers.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
sales_order_id	str	Unique Zoho CRM ID for the sales order.
sales_order_name	str	Display name/subject of the sales order.
created_time	datetime	When the sales order was created.
updated_time	datetime	When the sales order was last updated.
web_url_value	Optional[str]	URL to view the sales order in Zoho CRM.
so_number	Optional[str]	Sales order number
status	Optional[str]	Sales order status
account_id	Optional[str]	ID of the associated account
account_name	Optional[str]	Name of the associated account
contact_id	Optional[str]	ID of the associated contact
contact_name	Optional[str]	Name of the associated contact
deal_id	Optional[str]	ID of the associated deal
deal_name	Optional[str]	Name of the associated deal
quote_id	Optional[str]	ID of the associated quote
quote_name	Optional[str]	Name of the associated quote
due_date	Optional[str]	Due date
sub_total	Optional[float]	Subtotal amount
discount	Optional[float]	Discount amount
tax	Optional[float]	Tax amount
adjustment	Optional[float]	Adjustment amount
grand_total	Optional[float]	Grand total amount
carrier	Optional[str]	Carrier/shipper
shipping_charge	Optional[float]	Shipping charge
excise_duty	Optional[float]	Excise duty
terms_and_conditions	Optional[str]	Terms and conditions
description	Optional[str]	Sales order description
billing_street	Optional[str]	Billing street
billing_city	Optional[str]	Billing city
billing_state	Optional[str]	Billing state
billing_code	Optional[str]	Billing postal code
billing_country	Optional[str]	Billing country
shipping_street	Optional[str]	Shipping street
shipping_city	Optional[str]	Shipping city
shipping_state	Optional[str]	Shipping state
shipping_code	Optional[str]	Shipping postal code
shipping_country	Optional[str]	Shipping country
owner_id	Optional[str]	ID of the user who owns the sales order
owner_name	Optional[str]	Name of the sales order owner
metadata	Dict[str, Any]	Additional metadata about the sales order

ZohoCRMInvoiceEntity

Schema for Zoho CRM Invoice entities.

Invoices are billing documents sent to customers.

Reference: https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html

Field	Type	Description
invoice_id	str	Unique Zoho CRM ID for the invoice.
invoice_name	str	Display name/subject of the invoice.
created_time	datetime	When the invoice was created.
updated_time	datetime	When the invoice was last updated.
web_url_value	Optional[str]	URL to view the invoice in Zoho CRM.
invoice_number	Optional[str]	Invoice number
invoice_date	Optional[str]	Invoice date
status	Optional[str]	Invoice status
account_id	Optional[str]	ID of the associated account
account_name	Optional[str]	Name of the associated account
contact_id	Optional[str]	ID of the associated contact
contact_name	Optional[str]	Name of the associated contact
deal_id	Optional[str]	ID of the associated deal
deal_name	Optional[str]	Name of the associated deal
sales_order_id	Optional[str]	ID of the associated sales order
sales_order_name	Optional[str]	Name of the associated sales order
due_date	Optional[str]	Payment due date
purchase_order	Optional[str]	Purchase order number
sub_total	Optional[float]	Subtotal amount
discount	Optional[float]	Discount amount
tax	Optional[float]	Tax amount
adjustment	Optional[float]	Adjustment amount
grand_total	Optional[float]	Grand total amount
shipping_charge	Optional[float]	Shipping charge
excise_duty	Optional[float]	Excise duty
terms_and_conditions	Optional[str]	Terms and conditions
description	Optional[str]	Invoice description
billing_street	Optional[str]	Billing street
billing_city	Optional[str]	Billing city
billing_state	Optional[str]	Billing state
billing_code	Optional[str]	Billing postal code
billing_country	Optional[str]	Billing country
shipping_street	Optional[str]	Shipping street
shipping_city	Optional[str]	Shipping city
shipping_state	Optional[str]	Shipping state
shipping_code	Optional[str]	Shipping postal code
shipping_country	Optional[str]	Shipping country
owner_id	Optional[str]	ID of the user who owns the invoice
owner_name	Optional[str]	Name of the invoice owner
metadata	Dict[str, Any]	Additional metadata about the invoice