Who can use this feature?
- Global admins or users with advanced permissions
- Available on all plans
A connection is an authentication mechanism to allow Totango to integrate with another system. Each connector has different requirements for connection. You can reuse connections to support multiple integration jobs.
CRM integrations are a closed system; you cannot reuse CRM connections for other integration families.
A Zoho CRM connection requires a Zoho Client ID, Client Secret, and Zoho API domain.
1. Create a Zoho CRM OAuth app
Create a Zoho CRM OAuth app to obtain the required information for the Totango connection.
- Log into Zoho developer console.
- Click Add Client, and choose Server-based Applications.
- In the Create New Client window, enter the following information:
- Client Name: Choose a name. For example: Totango Connected App
- Homepage URL: Your company home page URL.
- Authorized Redirect URIs: Enter: https://app.totango.com/auth/connector/callback
- Click Create.
- Copy the Client ID and Client Secret fields.
2. Create a Zoho connection in Totango
In the event that your network is behind a firewall, you will need to whitelist our servers so that we may retrieve information from your data warehouse.
- In Totango, click Settings from the left nav.
- Expand Data Management > Customer Data Hub.
- From the list of active connectors (left), choose CRMs.
- From the list of available connectors, hover over Zoho CRM, and click Connect (or View Integrations).
- Enter a name and description for the connection. Because you can have multiple connections with a connector (using different authentication profiles), a name and description helps you identify the connection later.
- Add the Client ID and Client Secret (see above).
- Add the Consumer API domain that corresponds:
- US: https://accounts.zoho.com
- AU: https://accounts.zoho.com.au
- EU: https://accounts.zoho.eu
- IN: https://accounts.zoho.in
- CN: https://accounts.zoho.com.cn
- Click Connect.
You can now set up an integration using the connection.
Create an inbound integration job
Totango supports importing data from these Zoho CRM objects:
- Users (contacts)
- Collections (of Campaigns, Deals, Calls, etc.)
See this article for step-by-step instructions.
- Choose the data type you want to import and then select the object and the object fields
- Add the COQL query in the Query Filter field.
The COQL query filters the data from Zoho CRM that you want to import to Totango. Totango will execute the COQL query on your Zoho CRM account and import the data resulting from this query.
See here to learn more on COQL queries.
- Map the source fields with Totango attributes (see below).
- Continue with scheduling and settings.
- Click Save and Sync.
Default mapping templates
Each integration job is independent and can have different scheduling and mapping. Mapping templates (object, fields, query filter, mappings) automatically default per object, but you can update the mappings as needed.
Mapping templates load automatically when you create a new Zoho CRM accounts (companies) or users (contacts) integration job.
Best practices and known issues
- It is possible to sync Totango attributes back to Zoho CRM with the write-back capability.
- When working with custom objects in Zoho, write-back will work only if the custom object name starts with a capital letter and all the other letters are small letters (e.g., Custom).
- Totango uses Zoho V2 APIs to import data into Totango. API limits depend on the customer Zoho license. See more details here.