Create a Zoho CRM source connection in the UI
WARNINGSource connectors in Adobe Experience Platform provide the ability to ingest externally sourced CRM data on a scheduled basis. This tutorial provides steps for creating a Zoho CRM source connector using the Experience Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Adobe Experience Platform:
-
Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
-
Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid Zoho CRM account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow.
Gather required credentials
In order to connect Zoho CRM to Experience Platform, you must provide values for the following connection properties:
| Credential | Description |
|---|---|
| Endpoint | The endpoint of the Zoho CRM server you are making your request to. |
| Accounts URL | The accounts URL is used to generate your access and refresh tokens. The URL must be domain-specific. |
| Client ID | The client ID that corresponds with your Zoho CRM user account. |
| Client Secret | The client secret that corresponds with your Zoho CRM user account. |
| Access Token | The access token authorizes your secure and temporary access to your Zoho CRM account. |
| Refresh Token | A refresh token is a token used to generate a new access token, once your access token has expired. |
For more information on these credentials, see the documentation on Zoho CRM authentication.
Connect your Zoho CRM account
Once you have gathered your required credentials, you can follow the steps below to link your Zoho CRM account to Experience Platform.
In the Experience Platform UI, select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources with which you can create an account.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the CRM category, select Zoho CRM, and then select Add data.
The Connect Zoho CRM account page appears. On this page, you can either use new credentials or existing credentials.
Existing account
To use an existing account, select the Zoho CRM account you want to create a new dataflow with, then select Next to proceed.
New account
If you are creating a new account, select New account, and then provide a name, an optional description, and your Zoho CRM credentials. When finished, select Connect to source and then allow some time for the new connection to establish.
TIP- United States: https://accounts.zoho.com
- Australia: https://accounts.zoho.com.au
- Europe: https://accounts.zoho.eu
- India: https://accounts.zoho.in
- China: https://accounts.zoho.com.cn
