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Zoho Integration Overview

Learn how to connect ZohoCRM to QuotaPath

In this article, we'll walk you through the steps you need to take to ensure your ZohoCRM is properly connected to QuotaPath. Please refer back to these steps and tips as needed.

Before connecting, you'll need the below information about your ZohoCRM account:

  1. Your ZohoCRM edition. If you are not aware of the plan your organization is using, please check with the Admin of your Zoho account to make sure. The options to choose from are:

    1. Free

    2. Standard

    3. Professional

    4. Enterprise

    5. Ultimate

  2. The data center location. This will be based on the domain of your Zoho account. Below are the options you can choose from and the domains associated with each option

    1. US (domain = https://accounts.zoho.com)

    2. AU (domain = https://accounts.zoho.com.au)

    3. EU (domain = https://accounts.zoho.eu)

    4. IN (domain = https://accounts.zoho.in)

    5. CN (domain = https://accounts.zoho.cn)

    6. JP (domain = https://accounts.zoho.jp)

  3. Environment. This will most likely be production. However, the options to choose from are listed below:

    1. Production

    2. Developer

    3. Sandbox

Now that you have all the information needed, you are ready to connect. You can view the following video, or follow the steps below:

  1. Open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available.

  2. Find the ZohoCRM integration card and click ‘Connect’.

  3. Authenticate with your ZohoCRM account by logging in and clicking “Accept” to allow QuotaPath to access data in your Zoho account.

  4. As you are taken back to QuotaPath you will be prompted a source form to complete your authentication. Here is where you will need all the information from the first section above:

    1. Fill in the ‘Zoho CRM edition’, the ‘Data Center Location’ and the ‘Environment’ to then click Submit and continue:

  5. Now that you are successfully authenticated, click ‘Next’ within the modal to move on to the next stage of completing your integration.

  6. Here you will select your sync schedule and the objects/streams you would like to sync:

  7. Once you select ‘Sync Now’ your data will start flowing into QuotaPath

    1. This could take a few minutes, so feel free to close the modal and navigate to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

    2. You will also be able to see your sync status on the Zoho CRM card on the Connected view of Integrations.

  8. After the source is connected, open the Zoho CRM card and choose Manage. Sync schedule, objects, re-authentication, and disconnect live on the Manage Source tab. To pull the latest records, an Admin clicks Sync and Refresh on the card or the source page (that action is admin-only).

  9. Once Zoho is connected, navigate to Home or Plans to sync data to a compensation plan in QuotaPath.

If you are having any trouble, please feel free to reach out to our support team, [email protected], or start a chat from the icon on the lower right-hand corner of your page.

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