Use Zoho CRM as a data source
Resources
Data Source Type | Web Accessible Resource |
Authentication | Auth Token specified within URL How to generate a Zoho Auth token |
Sample Query | https://crm.zoho.com/crm/private/json/Leads/getMyRecords?authtoken=auth-tokenscope=crmapi |
API Documentation | Zoho API Documentation |
Klip Gallery: | Save time and add pre-built Klips with the Klip Gallery! Klip Gallery: Zoho |
Step-by-Step
Creating a data source using Zoho
To create a data source using Zoho, you need to accomplish 3 tasks:
- Start the data source creation proces
- Generate an Authentication token
- Craft the query using Zoho's API documentation and enter it in Klipfolio
Step 1: Start the data source creation process
To create a data source using Zoho, go to the New Data Source page in Klipfolio and select the Web Accessible Resource option.

Step 2: Generate a Zoho CRM Auth Token
In order to retrieve data from your Zoho account, you need to generate an auth token. There are two ways you can do this:
OR- Follow the steps below to generate an Auth Token in your Zoho account:
Location | Action |
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Step 3: Craft the query and enter it in Klipfolio
Now that you have your Zoho CRM auth token, you can craft a query in Klipfolio.
Here are two sample queries to get you started:
For a list of lead records:
https://crm.zoho.com/crm/private/json/Leads/getMyRecords?authtoken=your-auth-tokenscope=crmapi
For a list of Zoho accounts (last 200 accounts)
https://crm.zoho.com/crm/private/json/Accounts/getRecords?authtoken=your-auth-token&scope=crmapi&fromIndex=1&toIndex=200&sortColumnString=Created Time&sortOrderString=desc
Replace your-auth-token with your Zoho CRM Auth Token, for example, a1bb2cccc123c1a1a12345aaaa12ab12.
Step 4: Complete the data source creation process
- At Data Format, select JSON.
- At Method, select GET.
- Click Get Resource.
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Now that you know how to craft a Zoho CRM query, use the Zoho CRM API documentation to create your own.
Learn More
Now that you have your data, here are some ideas on how to use it: