Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Zoho CRM to Sana to search, list and get details about records in modules. Convert leads, read attachments, and handle your CRM data without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Search records

Create records

Update records

Convert leads

List attachments

Read attachments

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Zoho CRM. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Convert lead

Download attachment

Get object

List attachments

List fields

List modules

List objects

Search objects

Upsert records

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Zoho CRM.

Trigger

New Contact (Instant)

New Event (Instant)

New Lead (Instant)

New Module Entry (Instant)

New or Updated Contact (Instant)

New or Updated Lead (Instant)

New or Updated Module Entry (Instant)

New User

Updated Module Entry (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
ZohoCRM.settings.all	Read and manage all CRM configuration and settings
ZohoCRM.users.all	Read and manage CRM users and their details
ZohoCRM.org.all	Access organisation-level information for the Zoho CRM account
ZohoCRM.modules.all	Read and write data in all CRM modules (Leads, Contacts, Deals, etc.)
ZohoCRM.bulk.all	Run bulk read/write operations on CRM records
ZohoCRM.notifications.read	Read existing CRM notifications and webhook subscriptions
ZohoCRM.notifications.create	Create new CRM notification / webhook subscriptions
ZohoCRM.notifications.update	Update existing CRM notification / webhook subscriptions
ZohoCRM.notifications.delete	Delete CRM notification / webhook subscriptions
ZohoCRM.coql.READ	Run COQL queries to read CRM data using the Zoho query language
ZohoCRM.functions.execute.CREATE	Execute custom Zoho CRM serverless functions that create or modify data
ZohoCRM.functions.execute.READ	Execute custom Zoho CRM serverless functions that read data
ZohoCRM.templates.email.READ	Read and list email templates stored in Zoho CRM
ZohoCRM.templates.inventory.READ	Read and list inventory templates (quotes, invoices, etc.) in Zoho CRM
ZohoCRM.signals.ALL	Access and manage all Zoho CRM Signals (real-time engagement events and notifications)

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Zoho CRM in the list of available connectors

Scroll to the Available connectors section and locate Zoho CRM.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Zoho CRM card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Zoho CRM and approve the requested scopes

You'll be redirected to Zoho CRM to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Zoho CRM account. Click Continue to complete the setup and start using the connector.