How to integrate Zoho CRM with Plecto
Go to Data management > Data sources > + New data source > Zoho CRM.
Select the domain you use to log in and click Next.
Click Accept to give Plecto read access to data in your Zoho CRM account.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Our integration with Zoho CRM currently allows you to import the following data:
Accounts
Activities
Calls
Campaigns
Cases
Contacts
Deals
Events
Invoices
Leads
Price books
Products
Purchase orders
Quotes
Sales orders
Solutions
Tasks
Vendors