Overview
The Lyftron Provider for Zoho CRM offers the most natural way to access Zoho CRM data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Zoho CRM data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Zoho CRM data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
Key Features
- Comprehensive Delta load mechanism.
- Real-time access to Zoho CRM.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
Prerequisites
The user must have credentials for Zoho CRM, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Zoho CRM connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Zoho CRM for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Zoho CRM connection with Lyftron.
InitiateOAuth=GETANDREFRESH; AuthClientId=MyOAuthClientId; AuthClientSecret=MyOAuthClientSecret; CallbackURL=http://localhost:33333
Key | Value | Field |
Connection Name | Enter your connection details | Required |
InitiateOAuth | GETANDREFRESH | Required |
OAuthClientId | Your Zoho CRM OAuthClientId | Required |
OAuthClientSecret | Your Zoho CRM OAuthClientSecret | Required |
CallbackURL | http://localhost:33333 | Required |
Logfile** | Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx | Optional |
Verbosity** | Choose verbosity 1-5 based on the severity of debugging | Optional |
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron Zoho CRM connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
Data Model
Name | Type | Description |
Accounts | Tables | Create, update, delete, and query information regarding accounts. |
Activities | Tables | Delete, and query information regarding activities. |
Attachments | Tables | Delete, and query information regarding attachments. |
Calls | Tables | Create, update, delete, and query information regarding calls. |
Campaigns | Tables | Create, update, delete, and query information regarding campaigns. |
Cases | Tables | Create, update, delete, and query information regarding cases. |
Contacts | Tables | Create, update, delete, and query information regarding contacts. |
Deals | Tables | Create, update, delete, and query information regarding deals. |
Events | Tables | Create, update, delete, and query information regarding events. |
Invoices | Tables | Create, update, delete, and query information regarding invoices. Not available in free and standard ZohoCRM accounts. |
Leads | Tables | Create, update, delete, and query information regarding Leads. |
Notes | Tables | Create, update, delete, and query information regarding notes. |
PriceBooks | Tables | Create, update, delete, and query information regarding price books. Not available in free and standard ZohoCRM accounts. |
Products | Tables | Create, update, delete, and query information regarding products. |
PurchaseOrders | Tables | Create, update, delete, and query information regarding purchase orders. Not available in free and standard ZohoCRM accounts. |
Quotes | Tables | Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts. |
SalesOrders | Tables | Create, update, delete, and query information regarding sales orders. Not available in free and standard ZohoCRM accounts. |
Solutions | Tables | Create, update, delete, and query information regarding solutions. |
Tasks | Tables | Create, update, delete, and query information regarding tasks. |
Vendors | Tables | Create, update, delete, and query information regarding vendors. |
CustomFieldHistoryTracking | Views | Query information regarding different histories for a particular custom field. |
InvoiceProductDetails | Views | Query information regarding different product details. Not available in free and standard ZohoCRM accounts. |
ModuleAttachedFiles | Views | Retrieves all the files attached to a specified module. |
Organizations | Views | Query information regarding different organizations. |
PriceBookPricingDetails | Views | Query information regarding different pricing details. Not available in free and standard ZohoCRM accounts. |
Profiles | Views | Query information regarding different profiles. |
PurchaseOrderProductDetails | Views | Query information regarding different product details. Not available in free and standard ZohoCRM accounts. |
QuoteProductDetails | Views | Query information regarding different product details. Not available in free and standard ZohoCRM accounts. |
Roles | Views | Query information regarding different roles. |
SalesOrderProductDetails | Views | Query information regarding different product details. Not available in free and standard ZohoCRM accounts. |
StageHistories | Views | Query information regarding different stage histories for a particular deal. |
Users | Views | Query information regarding different users. |
Advanced Settings
To view a detailed advanced settings options, go to Zoho CRM Advanced Settings Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.