Zoho CRM
§ Connector
Zoho CRM

Connect Zoho CRM to your Definite lakehouse in minutes.

Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.

§ What you get

Everything Zoho CRM exposes, modeled and queryable.

Extracts Zoho CRM objects as modules (standard and custom), such as Leads, Contacts, Accounts, Deals, Activities, Products, and more. Enables end-to-end sales and pipeline analysis, customer lifecycle tracking, activity reporting, and enrichment of analytics with CRM metadata (fields, picklists) discovered from your Zoho tenant.

Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

7 objects
Deal

Represents sales opportunities from qualification to close; enables analysis of pipeline coverage, stage conversion, win rates, deal velocity, and revenue forecasting.

Lead

Prospective individuals or organizations prior to qualification; supports funnel analysis, lead source performance, conversion to contacts/accounts/deals, and response-time SLAs.

Contact

People associated with accounts and opportunities; used for segmentation, engagement tracking, lifecycle status, and measuring activity impact on opportunity outcomes.

Account

Companies or organizations you sell to; enables account-based reporting, revenue concentration and cohort analysis, and pipeline/bookings by segment or territory.

Activity

Logged tasks, calls, and meetings linked to leads, contacts, accounts, or deals; supports measurement of seller productivity, cadence adherence, follow-up timeliness, and engagement effectiveness.

Product

Catalog items associated with opportunities; enables product mix and pricing analysis, revenue by product, attach rates, and cross-sell/upsell performance.

Custom Module

Tenant-specific objects tailored to unique processes (e.g., subscriptions, assets, tickets); unlock domain-specific KPIs when combined with standard CRM entities.

Authentication

Connects securely to your Zoho CRM account using OAuth 2.0 with a refresh token

Requirements

Requires a Zoho CRM account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Zoho CRM in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect zoho-crm
02
Sync

We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ zoho crm.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Zoho CRM data lives next to every other source — ready to join.

SELECT * FROM zoho_crm.*
*
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