> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hightouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Push enriched data from your warehouse into Zoho CRM for your teams to act upon it

## Supported syncing

| Sync type | Description | Supported sync modes |
| - | - | - |
| **Modules** | Sync records to standard or custom modules in Zoho CRM, such as Leads, Contacts, or Deals. | Upsert |

For more information about sync modes, refer to the [sync modes](https://docs.hightouch.com/syncs/types-and-modes.md#sync-modes) docs.

## Setup

After selecting Zoho CRM from our Destinations catalog, you will be prompted to
initiate an OAuth flow. Connect Zoho CRM via OAuth by granting permission to the Hightouch app.

![](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/destinations/destination-zohocrm-oauth-start.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=d35a018dbf948fec880e800883b37d2b)

## Syncing

Select the Zoho CRM module you want to sync to. Hightouch lists modules that you can create records in, including custom modules. Activity modules, such as Tasks, Calls, and Events, aren't available.

**Upsert** creates new records in the module and keeps their fields up to date.

### Record matching

Records can be matched from your source to your Zoho CRM workspace by using Zoho's *System-defined
Duplicate Check Fields* or an *External ID* you set for a module in your workspace settings.

To know more about each modules's *Sytem-defined Duplicate Check Fields*, refer to the *Sytem-defined Duplicate Check Fields*
section in the [Upsert Records API](https://www.zoho.com/crm/developer/docs/api/v2/upsert-records.html). Additionally, to learn
about creating an *External\_ID*, refer to [this Zoho docs article](https://www.zoho.com/crm/developer/docs/api/v2/records-api-ext-id-overview.html).

![](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/destinations/destination-zohocrm-recordmatching.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=6ffab77cabee96e1f58e5e72dbee624f)

### Field mapping

You can sync columns from your model to Zoho's modules. Ensure the module's *mandatory field*
is included in the sync and the model columns representing the module fields are of the correct data type.

To know more about each module's *mandatory fields*, refer to the *System-defined mandatory fields for
each module* section in [this Zoho docs page](https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html). Additionally,
to know more about module field types, refer to the *Sample Attributes* section.

![](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/destinations/destination-zohocrm-fieldmappings.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=8fad8758e5905747bc8ad7fa7ee3588c)

### Delete mode

You can choose what Hightouch's behavior is when records leave the query result set. The default is doing nothing, but you can also set Hightouch to delete the Zoho CRM record.

![](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/destinations/destination-zohocrm-delete-mode.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=6e3ec2763febf296bad086adff0dffc8)

## Tips and troubleshooting

To see the exact API requests and responses from each sync run, use the [live debugger](https://docs.hightouch.com/syncs/debugger.md). To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up [sync alerts](https://docs.hightouch.com/syncs/alerting.md). If you run into an issue this page doesn't cover, [contact support](#pylon-chat).
