Introduction to Zoho CRM
Zoho CRM is a flexible customer relationship management platform that helps businesses automate sales processes, manage pipelines, and engage customers across email, phone, chat, and social channels.
Used by SMBs and mid-market companies across a wide range of industries that want an affordable, customizable CRM
Popular with sales and operations teams that want workflow automation and multichannel communication tools built into their CRM
Connecting Zoho CRM to iPaaS.com keeps customer, order, and account data synchronized with your ERP, POS, and Ecommerce systems, giving your sales team accurate information without duplicate data entry
API Version Support
The integration uses the Zoho CRM REST API, version v2. It connects to the Zoho CRM data center for your organization's region (for example zoho.com, zoho.eu, zoho.in, or zoho.com.au), selectable in the subscription settings; the canonical documented base is https://www.zohoapis.com/crm/v2/, with the equivalent regional host used for other regions. This integration works with Zoho CRM only and is not built for other Zoho products such as Zoho Commerce. See the Zoho CRM Connections and Settings and Zoho CRM API Endpoints articles for details.
Data Flows
The table below summarizes the data the integration can move between iPaaS.com and Zoho CRM, and in which direction. Arrows show the direction of transfer:
→ iPaaS.com writes the data to Zoho CRM
← iPaaS.com reads the data from Zoho CRM
↔ the data can move in both directions
Allow Initialization? indicates whether that data can be bulk-loaded from Zoho CRM when a subscription first connects. Whether a given flow is enabled, and in which direction, is configured per subscription during implementation.
iPaaS.com | Direction | Zoho CRM | Allow Initialization? |
Customer | ↔ | Contact | |
Product | → | Product | |
Order | → | Sales Order |
Contacts carry their addresses. Sales orders are matched to their products by SKU.
Versions and Release Notes
The integration follows its own version numbers. The current version is 1.0.
Version | Release Notes |
1.0 (current) | Bi-directional synchronization of Zoho CRM contacts, and writing of products and sales orders to Zoho CRM. |
Features by Release
The capabilities below reflect the current 1.0 integration. For the current behavior and any limitations of a given feature, see the linked reference articles and the Zoho CRM Integration Known Limitations article.
Version 1.0 (current) - Contacts, products, and orders
Customer synchronization: Zoho CRM contacts, written to Zoho CRM and captured back into iPaaS.com.
Product synchronization: products written to Zoho CRM.
Sales orders: sales orders written to Zoho CRM.