Zoho CRM data to SharePoint by COZYROC

This advanced integration solution bridges the gap between Zoho CRM and SharePoint, leveraging the power of Microsoft Graph to facilitate smooth and secure data transfers. This integration streamlines the process of sharing and archiving critical customer relationship data across platforms, enhancing collaboration and data accessibility within your organization.

Setup Guide

This integration will establish a connection between Zoho CRM and SharePoint using Microsoft Graph. Once the connection is established, the integration will then pull the data from each Zoho CRM object specified in the Object List parameter. The integration will then generate a CSV file for each object and send all files to the location of your choosing in SharePoint. If the parameter Compression is set to true, all CSV files will be compressed and uploaded to SharePoint. The uploaded files will be named as Object_currentdate.

To run this integration and connect Zoho CRM to SharePoint, you need to configure the parameters that are mentioned below.

Zoho CRM

• Token File Required. Select the Zoho CRM Rest Token file from the drop-down list. Review the KB-Article mentioned here on how to generate the token file.
• Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple Dataverse objects, e.g. Account, Contact, etc.
• Batch Size Required. The default is set to 200.
• Query Parameter Optional. Multiple query parameters are separated by a new line.
• Compression Optional. The default is set to True.

Microsoft Graph

• Server Host Required. The default is set to https://graph.microsoft.com/v1.0/sites/root when connecting to the default SharePoint instance. Set to https://graph.microsoft.com/v1.0/sites/<site-id> when connecting to a specific SharePoint instance.
• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.

Current Available Zoho CRM Objects that can be used to pull data from.

Contact Deal Lead Meeting Account Activity Actions Performed Attachment Call Campaign Module Note Notification Profile Related List Role Task Tag User Visit