Zoho CRM
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Connect Zoho CRM to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.
Connect your Zoho CRM account to pull leads, contacts, deals, and your other modules into the PostHog Data warehouse.
In the Zoho API console, create a Self Client and generate a refresh token for the scopes ZohoCRM.modules.ALL, ZohoCRM.settings.fields.READ, and ZohoCRM.settings.modules.READ. Paste the client ID, client secret, and refresh token below, then pick the data center your Zoho account lives in.
Configuration
| Option | Type | Required |
|---|---|---|
Data center | select | Yes |
Client ID | text | Yes |
Client secret | password | Yes |
Refresh token | password | Yes |
Linking Zoho CRM to PostHog
- Go to the Data pipeline page in PostHog
- Click New source and select Zoho CRM
- Fill in the required configuration fields
- Click Next, select the tables you want to sync, and then press Import
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
Leads | Unqualified prospects captured in Zoho CRM before they are converted into a contact, account, and deal. | Incremental, Full refresh | Modified_Time | — |
Contacts | People associated with an account that your organization does business with. | Incremental, Full refresh | Modified_Time | — |
Accounts | Companies or departments your organization does business with. | Incremental, Full refresh | Modified_Time | — |
Deals | Sales opportunities in the pipeline, each tied to an account and a stage. | Incremental, Full refresh | Modified_Time | — |
Campaigns | Marketing campaigns tracked in Zoho CRM, with their budget, dates, and generated revenue. | Incremental, Full refresh | Modified_Time | — |
Tasks | To-do items assigned to a user and optionally linked to a lead, contact, account, or deal. | Incremental, Full refresh | Modified_Time | — |
Events | Calendar meetings and appointments, with their participants and scheduled window. | Incremental, Full refresh | Modified_Time | — |
Calls | Logged and scheduled phone calls, including their outcome and duration. | Incremental, Full refresh | Modified_Time | — |
Notes | Free-text notes attached to any Zoho CRM record. | Incremental, Full refresh | Modified_Time | — |
Products | Goods and services your organization sells or buys, used on quotes, orders, and invoices. | Incremental, Full refresh | Modified_Time | — |
Vendors | Suppliers your organization buys goods or services from. | Incremental, Full refresh | Modified_Time | — |
Price_Books | Named price lists that apply per-product discounts to quotes, orders, and invoices. | Incremental, Full refresh | Modified_Time | — |
Quotes | Formal price proposals sent to a customer, with their line items and totals. | Incremental, Full refresh | Modified_Time | — |
Sales_Orders | Confirmed customer orders raised from an accepted quote. | Incremental, Full refresh | Modified_Time | — |
Purchase_Orders | Orders your organization places with a vendor. | Incremental, Full refresh | Modified_Time | — |
Invoices | Bills issued to a customer, with their line items, totals, and due date. | Incremental, Full refresh | Modified_Time | — |
Cases | Customer support requests logged against an account or contact. Requires the Cases module to be enabled. | Incremental, Full refresh | Modified_Time | — |
Solutions | Knowledge base articles that resolve recurring cases. Requires the Solutions module to be enabled. | Incremental, Full refresh | Modified_Time | — |
Users | Users in the Zoho CRM organization, with their role, profile, and status. | Full refresh | — | — |