23 Jul 2024 09:48 PM

Zoho Integration

The integration between Conduit and Zoho allows you to seamlessly export deals, contacts, and leads from your Zoho account into Conduit's data platform

Connecting with Zoho account

To connect Conduit with Zoho, follow these simple steps:

  1. Log into your Conduit account.
  2. Navigate to the Connections tab.
  3. Find Zoho in the list of available integrations.
  4. Click on the "Connect" button next to Zoho.
  5. Follow the on-screen instructions to complete the authorization process and establish a secure connection between Conduit and your Zoho account, and then select the data to download

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Setting up an import from Zoho

To set up data import from Zoho in Conduit, follow these steps:

  1. Navigate to the "Imports" tab in the main menu.
  2. Locate and click on the "Create Import button and select Zoho in the list
  3. Configure the specific import settings, such as selecting the Zoho account or data types you want to import.
  4. Customize any mapping or transformation rules to ensure the imported data is structured according to your needs.
  5. Save the import configuration, and Conduit will start importing data from your Zoho account based on the defined settings into a Google Spreadsheet

By setting up the import from Zoho in Conduit, you can automate the retrieval of data from your Zoho account and leverage Conduit's data manipulation and visualization features to gain insights and make data-driven decisions.

If you have any further questions or need assistance during the setup process, please don't hesitate to reach out to our support team. Happy importing!