Zoho CRM

Written by Ilya Sudakov

Updated on Oct 2, 2026

Description

‍Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Setup guide

Follow our setup guide to connect Zoho CRM to Improvado.

To authorize your account, you need to

Select your Zoho's Region from the dropdown
Click Connect to authorize access to your Zoho CRM account. For more information, visit Zoho CRM OAuth Documentation

Grant Improvado your permission to:

Permission	Operation type
`ZohoCRM.modules.ALL`	All
`ZohoCRM.settings.ALL`
`ZohoCRM.bulk.ALL`
`ZohoCRM.coql.READ`	Read
`ZohoCRM.org.READ`	Read

‍Step 3. After completing the connection process, the Zoho CRM connection will appear in your Connected sources list.

‍Step 4. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

To extract data from the connected sources, check the instruction on how to set up data extraction.

Schema information

The schema information shows all report types you can use to extract data from Zoho CRM.

Release notes

You can find information about the latest API changes in the official Release notes.

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