Sync leads, deals, and contacts with Zoho CRM.
Zoho CRM
Sync leads, deals, and contacts with Zoho CRM.
Flows360 gives operators an end-to-end view of Zoho CRM alongside the rest of their stack — sync the objects that matter, run the actions you need, and trigger workflows on real-time events without writing glue code.
Common use cases
- Run lead routing rules across Zoho and marketing
- Reconstruct funnel reports across multiple CRMs
- Trigger fulfillment workflows when a Zoho deal closes
Sync scenarios
- Sync Zoho deals into your data warehouse
- Push new MQLs from your CDP into Zoho as leads
- Mirror won-deal data into your finance system
Objects supported
- Contact
- Lead
- Account
- Opportunity
Actions
- create_record
- update_record
- search_records
- list_records
- lead_created
- deal_won
Frequently asked questions
Does this support Zoho custom modules?
Yes, custom modules are discovered automatically and exposed in mappings.
- Auth method: OAuth 2.0
- Required scopes: 3
- Supported objects: 4
- Supported actions: 6
Overview
Zoho CRM Connector
The Flows360 connector for Zoho CRM provides a high-performance interface for interacting with the Zoho CRM API. It enables operators to build robust, automated workflows for revenue operations, lead management, and maintaining a complete customer 360-degree view.
This connector supports creating, updating, and searching for records in standard objects such as Leads, Contacts, Accounts, and Opportunities. Real-time data synchronization ensures that systems connected via Flows360 have the most current information from your CRM instance. Trigger workflows based on critical events like lead creation or deal closure.
Setup steps
1. Navigate to the Connected Apps section in your Flows360 workspace.
2. Click Add App and select Zoho CRM from the list.
3. You will be redirected to the Zoho CRM authentication page. Log in with your Zoho credentials if you are not already signed in.
4. Review the requested permissions that Flows360 requires to access your Zoho CRM data.
5. Click Accept to grant Flows360 the necessary permissions.
6. Upon successful authorization, you will be redirected back to Flows360. The connection to Zoho CRM is now active and can be used in your workflows.
Required scopes
ZohoCRM.modules.allZohoCRM.users.allZohoCRM.settings.all
Supported objects
- Contact
- Lead
- Account
- Opportunity
Supported actions
- create_record — Creates a new record for a specified object (e.g., a new Lead, Contact, or Account).
- update_record — Updates an existing record for a specified object, identified by its unique ID.
- search_records — Searches for records of a specific object type based on specified criteria.
- list_records — Retrieves a list of all records for a specified object.
- lead_created — Triggers a workflow when a new lead is created in Zoho CRM.
- deal_won — Triggers a workflow when an opportunity (deal) is marked as won.
Use cases
- Customer 360
- Revenue Operations
- Lead Enrichment
- CRM to ERP Sync
Limitations
- This connector is subject to the API rate limits imposed by your Zoho CRM subscription plan. Consult Zoho's developer documentation for the specific limits that apply to your account edition.
- API requests may be throttled if the concurrent request limit is exceeded. The connector implements a standard retry mechanism with exponential backoff.
- Access to specific modules or fields is determined by the permissions of the user who authenticates the connection.