Guide: Using Zoho CRM with Databox (Custom API Integration)

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Zoho Integration Details

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Overview

Zoho CRM is an omnichannel cloud-based customer relationship management platform that helps global businesses to take control of their business processes to build lasting customer relationships.

The Zoho CRM integration is designed for more tech-savvy users, as it syncs data through a Custom API integration. In order to create Zoho CRM metrics in Databox, you’ll need to use the Metric Builder. Learn more about the basics of Metric Builder for Custom API Integrations here. 

 If you need help getting set up with Zoho CRM, feel free to reach out to our Support Team at help@databox.com.

Integration basics

Integration status Beta
Type of Account access needed Account with permissions to specific module, manageable in ZohoCRM UI
Authorization type OAuth2
Available endpoints All REST endpoints
Available requests GET
Needed permissions (scopes) Read permissions
Allowed API versions All currently active API versions.
Example: You can use a v2 of an API or v4, as long as they are both still supported. Deprecated APIs normally stop returning data.
Timezone Users timezone
Dynamic date range support No date parameters
Pagination support Yes
Type of Pagination supported Page based
Rate Limits Yes
Official documentation
Follow the status of the API on the official changelog 

How to connect Zoho CRM to Databox

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How to connect Zoho CRM to Databox

To connect a Zoho CRM Account in Databox, go to Data Manager > + New connection. Type Zoho CRM in the search bar and click on the Connect button. Next, click the green Connect now button.

This will open the Activate ZohoCRM window, where you will be prompted to enter your Zoho top-level domain. 

Enter top-level domain of your Zoho account e.g. com, eu, in, jp, com.au or com.cn from https://accounts.zoho. [domain]. After adding this, click the green Activate button.

This will open the Authorization window, where you will be prompted to enter your Zoho CRM login credentials and authorize the Databox app.

What's the maximum amount of historical data initially available when you use a new Zoho CRM Data Source Metric in Databox?

The amount of historical data available in Databox is dependent on the custom metric setup, API limitations, pagination limitations, and the user’s Databox plan:

  • Custom Metric Setup: When a user creates a metric using an endpoint that supports date time parameters in the API request, those date time parameters determine the amount of historical data that will be pulled for the given metric. You can learn more about the date time parameters here.
  •  API Limitations: APIs may have limits set by the system itself on the amount of historical data that is stored/ can be accessed.
  •  Pagination Limitations: The pagination limit is set to 100 pages, which means that pagination will stop when the 100th page is reached. In cases where the metric is using pagination, of course, the interplay of date time parameters and pagination can have an impact on how much of the historical data the user can pull for a given metric. Learn more here.
  •  Databox Plan: The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here.
Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.    

What time zone does Zoho CRM data sync in? 

Zoho CRM data is synced in the time zone set in your Zoho CRM Account For example, if the Zoho CRM Account time zone is set as EST, the Zoho CRM data will sync with Databox in EST.  Learn more about the time zones in the Zoho CRM official documentation here.

What type of pagination is supported by Zoho CRM Integration

Zoho CRM offers two approaches to pagination. If you fetch under 2000 records, you can paginate by count. 10 pages with 200 results. If you are fetching over 2000 records, there will be a URI with the next batch. Learn more about Zoho CRM pagination here.

Learn more about pagination here.

Pro Tip: If you use page and per_page params, both have to be set to fetch docs under 2000. If you set a page which has no data, you get 204 error. Max. value for pages is 10.

How to use and create Zoho CRM Metrics

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How to access pre-built Zoho CRM Metrics

1
   Navigate to Metrics > Metric Library.
2
  In the  Browse by Data Source section, click the Data Source dropdown and search for Zoho CRM. This will filter out pre-built Zoho CRM Metrics.

How to create custom Zoho CRM Metrics

Let’s walk through how to create a Custom Metric for Zoho CRM.

In order to prepare API requests, you should reference API-specific documentation that can be found in the Databox app through the API Docs link in the top right of the Prepare API Request page. 

1
  Navigate to Metrics > Custom Metrics to access the Metric Builder for Zoho CRM.
2
 Click the green + New Custom Metric button and select your connected Zoho CRM Account from the Data Source drop-down list.
3
  Open the API documentation for Zoho CRM to find the endpoint that will return the data needed for the given custom metric you wish to create.  
4
  Click the drop-down to select GET or POST as the HTTP Method. This is dependent on the information you found in the API documentation. 
5
 The Base URL is already predefined, you will need to copy the missing part of your chosen endpoint to sync the appropriate data. 
6
 Add Parameters based on your HTTP Method. Parameters limit the records returned for the API request.
  • If you’re creating a GET request, define the Key and Value pair(s). The API documentation provides information on endpoints for a field/ argument, which will be the Key. The condition (i.e., an ID, true/ false, etc.) will be the Value. 
    • If the API documentation for Zoho CRM states that the Integration supports dynamic date ranges, you will be able to click the calendar icon to add datetime parameters. 
  • If you’re creating a POST request, define the relevant JSON body.
    • Click on the calendar icon to add datetime parameters. 
    Pro Tip: You can choose multiple Keys and Values for one Custom Metric. You can add an additional Key and Value by clicking on “+”. 
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  You can add Headers that include Key and Value pairs if the API needs this to successfully return data.
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 If the endpoint supports pagination, we recommend you select the appropriate method using the Pagination Method dropdown. 
9
  Once you have the basic setup, click on the green Continue button. You will be directed to the Select value step.
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  In the Select value step, select a property that includes the metric value you'd like to track in your Custom Metric. A metric value must be purely numeric. 
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 Once you have selected the value, click on the green Continue button.
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 The Segment by dimension step is optional. This step will be taken into account only when you are trying to create a dimensional metric. If you'd like to segment your metric by multiple dimensions, choose one to complete during this set up, then begin again and select a different dimension until each desired metric is created.

  • To skip this step, select None. 

13
 The Select date step is optional as well. 
  • Use current time of storing data (Dynamic): Select this option if you don’t want to select a date field
  • Use a field from response (optional): Select this if you want to select a date in order to see your data in predefined intervals. 
14
  In the Preview & Customize step, you can see the JSONata expression that has been created based on your selection of properties. 

  • You can customize the JSONata expression (optional) in the right editor panel. 

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 To continue, click on the Preview data button to validate the expression and returned data. 
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  Once you have previewed your data, click on the green Continue button to proceed to the last step of setting up your Custom Metric.
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 In the Describe metric step, you can set up the following:
  • Name your metric: Enter a name for your custom metric.
  • Data Aggregation: These selections determine how your data is handled. This especially impacts the way data is grouped and displayed for longer Date Ranges. Learn more here.
  • Favourable trend: You can select when "Trending UP is positive" or "Trending DOWN is positive," since some metrics are better (positive) when the value is lower (like Bounce rate, Churn rate, etc.). This will affect how comparison values and goal comparisons are calculated and calculated.
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 Once you completed the Describe metric step, click the green Continue button to finish the Custom metric setup.

Additional Information

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Integration Limitations

  • Databox limits the use of its integrations to GET requests. This is because our integration only reads your data
  • Scopes: The following scopes are used with the Zoho CRM integration:
    • ZohoCRM.modules.READ, ZohoCRM.settings.READ, ZohoCRM.users.READ, ZohoCRM.org.READ, ZohoCRM.notifications.READ, ZohoCRM.coql.READ, ZohoSearch.securesearch.READ
  • Rate limits: Zoho CRM API rate limits differ based on the edition of Zoho CRM the user is using, Learn more here.
      WARNING: If specific scopes of an integration allow you to create, change, delete or manipulate data in any other way, using such API calls can result in unexpected behavior. Databox is in no way liable for such API calls. 
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