CRM
Zoho CRM
Pull companies from Zoho CRM into Customers on a schedule, and push quote and order events back out.
Where it stands today
Template
A prepared recipe on a generic path, which you finish.
- What you get
- Quote against the accounts your sales team already keeps, and let Zoho CRM see what happened to the enquiry without anyone copying it across.
- What moves
- In: companies and their identifying fields, on the schedule you set. Out: quote and order events as signed JSON, which your automation maps onto Zoho CRM records.
- What you hand over
- A read credential from your own Zoho CRM account. Kabaido holds it encrypted and never shows it again.
Set it up
- 1Create an API credential in Zoho CRM with read access to companies.
- 2Create a REST connection here with the companies endpoint and that credential.
- 3Map the company name, the domain and your own account reference, then test the fetch.
- 4Schedule the pull, then add an outbound endpoint for the events you want back in.