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

# Zoho CRM

> Connect Zoho CRM as the workspace CRM, choose what Doris imports, and start the initial import.

Connect Zoho CRM so Doris can import deals, companies, contacts, owners and pipelines. A workspace admin does this once for the whole workspace.

## Before you start

You need:

* A Doris role that can connect integrations. See [People & access](/settings/people-and-access.md).
* A Zoho user who can read your organization's CRM data. A Zoho CRM administrator is best.
* No other CRM connected in Doris. Doris uses one CRM for each workspace.

You do not create a Zoho app or enter a key. Doris uses its own registered Zoho app.

> [!TIP]
>
> Doris can import only the records that the approving Zoho user can see. Use a user who can see all the deals you need.

## Zoho permissions

Zoho shows a consent screen that asks you to approve these permissions:

| Permission | Why Doris needs it |
| - | - |
| `ZohoCRM.modules.deals.ALL` | Read deals, and write deal field updates when enabled |
| `ZohoCRM.modules.contacts.ALL` | Read contacts |
| `ZohoCRM.modules.accounts.ALL` | Read accounts, which Doris shows as companies |
| `ZohoCRM.modules.products.READ` | Read product records |
| `ZohoCRM.modules.notes.CREATE` | Add notes to deals when enabled |
| `ZohoCRM.settings.layouts.READ` | Read deal layouts, so Doris can list your stages |
| `ZohoCRM.settings.pipeline.READ` | Read your pipelines and their stages |
| `ZohoCRM.settings.fields.READ` | Read deal field definitions, for the **Fields** tab |
| `ZohoCRM.users.READ` | Read Zoho users, so Doris can show record owners |
| `ZohoCRM.org.READ` | Read your organization details to identify the connection |

## 1. Connect Zoho CRM

**1. Open Integrations**

Go to **Settings > Workspace > Integrations**.

**2. Choose Zoho CRM**

Select **CRM**, then select **Choose** next to **Zoho CRM**.

**3. Approve in Zoho**

Doris sends you to the Zoho sign-in page. Sign in. Zoho sends you to your own data centre. Doris supports the US, EU, UK, India, Australia, Japan, Canada, Saudi Arabia, UAE and Singapore data centres. Select **Accept** on the consent screen.

**4. Return to Doris**

Zoho sends you back to Doris. Continue with the setup below.

> [!WARNING]
>
> Approve within 10 minutes of selecting the connect button, in the same browser. After that, Doris refuses the return from Zoho and you start the connection again.

> [!NOTE]
>
> Authorization does not import CRM data. Doris imports nothing until you finish the setup below.

## 2. Choose what Doris imports

The setup page has five steps: **Authority**, **Pipelines**, **Record owners**, **Review** and **Initial import**.

**1. Pipelines**

Choose the Zoho pipelines to import. Doris imports only deals in the pipelines you select.

**2. Record owners**

Choose all owners or selected owners. With selected owners, Doris processes only records those owners own.

**3. Review**

Check the summary of your choices.

**4. Start the import**

In **Initial import**, select **Activate and start import**.

The first import can take a few minutes for a large org.

### Orgs without pipelines

If your Zoho org has no pipelines, the **Pipelines** step lists one called **All deals**. It holds every deal, with the stages from your Deal **Stage** field.

If you create a pipeline in Zoho later, Zoho moves your deals into it. Return to the **Configuration** tab and select the new pipeline, or Doris stops importing those deals.

### Deal fields

To import more deal fields, use the **Fields** tab on the connection.

## What syncs

| Zoho CRM | Doris |
| - | - |
| Deals | Deals |
| Accounts | Companies |
| Contacts | People |
| Pipelines and stages | Deal stages and pipelines |
| Users | Record owners |
| Deal fields | Deal fields on the **Fields** tab |

Doris syncs Zoho CRM every night at 02:30 UTC.

Doris writes back to Zoho only when a flow or agent in your workspace is set up to do it. Doris can update deal fields and add notes to deals.

## Zoho API limits

Zoho limits the API calls each organization can make per day, based on its edition. Per Zoho's edition comparison, the limits are:

| Edition | API calls per day |
| - | - |
| Free | 5,000 |
| Standard | 100,000 |
| Professional | 500,000 |
| Enterprise | 1,000,000 |

Doris's nightly sync uses part of this allowance. A Free-edition org can run short on the first import of a large CRM.

## Disconnect

To disconnect, open the Zoho CRM connection in Doris and select **Disconnect**. To also remove Doris's access on the Zoho side, open your Zoho account settings, go to **Connected Apps**, and remove Doris.

## Troubleshooting

> **Doris refused the return from Zoho**
>
> You took longer than 10 minutes, or you approved in a different browser. Start the connection again and approve in the same browser.

> **Records are missing after the import**
>
> Check the pipelines and record owners you chose. Then check that the approving Zoho user can see those records.

> **The import is slow or stops partway**
>
> Check your Zoho edition's daily API limit above. The import continues once Zoho resets the allowance.

> **Doris says another CRM is connected**
>
> Doris uses one CRM for each workspace. Disconnect the current CRM before you connect Zoho CRM.


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