Linking Zoho CRM as a source
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Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
This source is currently in alpha. The interface and available tables may change.
The Zoho CRM connector syncs leads, contacts, accounts, and more into the PostHog data warehouse, so you can analyze them alongside your product data.
Prerequisites
Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
Connect your Zoho CRM account to pull leads, contacts, deals, and your other modules.
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.
You'll be asked for:
- Data center: choose between United States (.com), Europe (.eu), India (.in), Australia (.com.au), Japan (.jp), Canada (.ca) and China (.com.cn).
- Client ID: for example
1000.XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX. - Client secret
- Refresh token: for example
1000.XXXXXXXX.XXXXXXXX.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
All Zoho CRM tables are full refresh. Each sync replaces the contents of the table.
Configuration
| Option | Type | Required |
|---|---|---|
Data center | select | Yes |
Client ID | text | Yes |
Client secret | password | Yes |
Refresh token | password | Yes |
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 | — | — |
Troubleshooting
- If the connection fails with an authorization error, the client secret is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
- If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.