Zoho CRM Connector

This topic describes the integration connector between Zoho CRM and HCL CDP, which facilitates the synchronization of contact and lead records to create a unified customer profile.

Prerequisites

To utilize this integration, the following prerequisites must be met:

  • API Access: Necessary API credentials for both Zoho CRM and HCL CDP.
  • Data Mapping: Definition of alignment between Zoho CRM properties and HCL CDP attributes.
  • Zoho Account: An active Zoho account with a Client ID and Client Secret.

Get Client ID and Client Secret in Zoho CRM (OAuth)

  1. Navigate to https://accounts.zoho.com/signup to create an account.
  2. Verify your email address after signing up.
  3. Open the Zoho API Console at https://api-console.zoho.com/.
  4. Click Add Client to register your application.
  5. Select Server-based Applications (Web-based) as the Client Type.
  6. Enter a Client Name (e.g.,

    MyCRMIntegration

    ).
  7. Enter a Homepage URL (e.g., https://yourdomain.com).
  8. In Authorized Redirect URIs, add your redirect URL (e.g., https://yourdomain.com/callback).
    Important: Zoho only redirects to whitelisted URLs.
  9. Click Create to receive your Client ID and Client Secret.

Connection Parameters

The following parameters are required to establish a connection:

Property Description
Base URL The base URL for accessing the Zoho CRM API.
Redirect URI The URI where Zoho will redirect after user login.
CDP API URL The URL for accessing the HCL CDP API.
Access Token The OAuth 2.0 access token for Zoho CRM.
Auth URL The authorization URL for Zoho CRM.
Client ID The client ID associated with your Zoho CRM application.
Refresh Token The OAuth 2.0 refresh token for Zoho CRM.
Client Secret The client secret for your Zoho CRM application.
Activity Fetch Units Frequency units (e.g., hours, days).
Activity Fetch Frequency The rate at which activities are fetched.

Action Configurations

Define the following properties:

Property Description
Module Select Module Leads or Contacts
CDP API Key Keys used to autenticate the CDP tenant
CDP API Passkey Keys used to authenticate the CDP tenant
Leads/Contacts fields <drop down> Select required fields for Leads/Contacts
CDP Prefix Give Prefix if required
CDP Primary Identifier Primary Identifier name for CDP (e.g., identity)
Duration Duration of days that the flow should run

Extracting Data from Zoho CRM

Data is extracted using the Zoho COQL API.

Endpoint: POST https://www.zohoapis.in/crm/v2/coql

{
                "select_query": "SELECT Email, First_Name, Last_Name, Created_Time FROM Contacts WHERE Created_Time >= '2000-01-01T00:00:00+05:30' LIMIT 200 OFFSET 0"
                }
Example Response (Excerpt): A JSON object containing matching contact/lead records.
{
  "data": [
    {
      "Owner": { "id": "#UserID#" },
      "Email": "username#email.com",
      "Description": null,
      "Mailing_Zip": "70116",
      "Other_Phone": null,
      "Mailing_State": "LA",
      "Twitter": "johnbuttbent_sample",
      "Other_Zip": null,
      "Mailing_Street": "6649 N Blue Gum St",
      "Other_State": null,
      "Salutation": null,
      "Other_Country": null,
      "Last_Activity_Time": "2025-02-03T16:18:59+05:30",
      "First_Name": "John",
      "Full_Name": "John Butt (Sample)",
      "Asst_Phone": null,
      "Record_Image": "d06i747e8cfc499564b129b6fbb219be962d0",
      "Department": "Design",
      "Modified_By": { "id": "854148000000345001" }
      ...
    }
  ]
}

Inserting Data into HCL CDP

Endpoint: POST https://<base_url>/customer-profiles/v1/profiles

[
{
"properties" : 
{"Owner":{"id":"#UserID#"},
"Company":"Creative Business Systems",
"Email":"username@email.com",
"Description":null,
"Rating":null,
"Website":"http://www.domain.com",
"Twitter":"username_sample",
"Salutation":"Mr.",
"Last_Activity_Time":"2025-02-03T16:19:01+05:30",
"First_Name":"Chau",
"Full_Name":"Chau Kitzman (Sample)",
"Lead_Status":"Attempted to Contact",
"Industry":"ERP",
"Record_Image":"d06i727aacf0b09e6402eadf8b555f67219f9",
"Modified_By":{"id":"#userID#"},
"Skype_ID":"chau-kitzman",
"Unsubscribed_Mode":null,
"Phone":"555-555-5555",
"Street":"6649 N Blue Gum St",
"Zip_Code":"70116",
"id":"854148000000344416",
"Email_Opt_Out":false,
"Designation":"Junior Executive",
"Modified_Time":"2025-02-03T16:19:01+05:30",
"Enrich_Status__s":null,
"Created_Time":"2025-02-03T16:18:54+05:30",
"Unsubscribed_Time":null,
"Change_Log_Time__s":"2025-02-03T16:19:01+05:30",
"City":"New Orleans",
"No_of_Employees":null,
"Mobile":"555-555-5555",
"Last_Name":"Kitzman (Sample)",
"State":"LA",
"Locked__s":false,
"Lead_Source":"Advertisement",
"Country":"United States",
"Created_By":{"id":"#UserID#"},
"Fax":null,
"Annual_Revenue":100000,
"Secondary_Email":null,
"Last_Enriched_Time__s":null
},
 "userId":ZH854148000000344416,
 "type":"identitfy"
 },
.. . . . .
]

Success Response:

200,Data Processed successfully,a67f4ed4-4339-41ca-985b-9e774d4f0aff,,2025-04-09T06:03:07