How to Integrate Zoho CRMV2 with Daton
This subtopic provides step-by-step instructions to create Zoho CRM integrations in Daton, detailing the prerequisites, the integration process, and important notes.
How to Integrate Zoho CRMV2 with Daton
This subtopic provides step-by-step instructions to create Zoho CRM integrations in Daton, detailing the prerequisites, the integration process, and important notes.
Prerequisites:
Before we get started, make sure you have:
- An active Daton and Zoho CRM account.
- Zoho CRM account
For more information see, .Request Methods | Zoho CRM API | V8
We will need Zoho CRM Email ID & Password.
Integrate ZohoCRMV2 with Daton
- Log in to your Daton account and search for ZohoCRMV2 in the list of Connectors, then click Configure.
-
Enter the following details and click Authenticate:
- Integration Name
- Replication Frequency
-
Replication Start Date
Note that the Integration Name will be used to create the integration tables and cannot be modified later.
-
Then it will redirect to ZOHOCRM_V2 UI which will prompt you to give Zoho Email ID And Password to authenticate.
4. After authentication, you will be redirected to the account selection section, where you can choose the account you want to proceed with. Once selected, you will be prompted to grant access for data retrieval by clicking the Allow button, which will provide the necessary permissions to Saras Analytics to fetch your data.
5.After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.
6.Select the required fields for each table and click Submit
- Note that you will be prompted to select the destination for your integration.
- Select the destination for your integration and click Confirm. An integration successful message will be displayed.
Important Note
- Integrations would begin in the Scheduled state and change to the Active state once the first job successfully loaded data into the configured warehouse.
- Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.
- Users can Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.
- On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table and the Reload access buttons.