Zoho CRM

Validation pending

Production setup or live validation is incomplete. Contact us before using these setup instructions.

The adapter is implemented. Production OAuth configuration and a successful live connection still need validation.

Leads and deals

The adapter fetches selected fields from individual Leads and Deals, replaces each source ID with a stable hash, retains that filtered record state, and derives daily totals by date, stage, source, and currency. It does not fetch names or provide contact-level attribution.

Setup

A server-based Zoho app must register SyncingBeam's callback and request ZohoCRM.modules.Leads.READ and ZohoCRM.modules.Deals.READ. Use the Accounts domain for your Zoho data center; production and sandbox organizations require their own grants. Production setup and live validation remain pending.

Current limits

Deletion reconciliation requires a supported provider deletion feed and remains incomplete. Do not use these aggregates as a complete audit of deleted CRM records.

Aggregate comparisons describe activity over time. They do not establish which marketing touchpoint caused a deal.