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Sync Zoho CRM data

Account

The Account object is used to represent a company in a CRM system.

Contact

The Contact object is used to represent an existing point of contact at a company in a CRM system.

Engagement

The Engagement object is used to represent an interaction noted in a CRM system.

EngagementType

The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

Lead

The Lead object is used to represent an individual who is a potential customer.

Note

The Note object is used to represent a note on another object.

Opportunity

The Opportunity object is used to represent a deal opportunity in a CRM system.

Stage

The Stage object is used to represent the stage of an opportunity.

Task

The Task object is used to represent a task, such as a to-do item.

User

The User object is used to represent a user with a login to the CRM system.

FAQ on integrating with Zoho CRM API

How does Merge interact with Zoho CRM's API endpoints?

Here’s a look at some of the data types and fields Merge can retrieve:

1. Events

Merge uses the GET /v2/Events/{event_id} endpoint to fetch event or engagement details. Fields accessed include:

Timing Details:some text
- start_time: When the event begins
- end_time: When the event concludes
Event Metadata:some text
- subject: The title or subject of the event
- content: A description or additional details of the event
- remote_id: A unique identifier for the event in Zoho CRM

2. Deals (Opportunities)

Through the GET /v2/Deals/{opportunity_id} endpoint, Merge retrieves opportunity-related data. Key fields include:

Opportunity Details:some text
- name: The name or title of the deal
- description: A brief overview or summary of the opportunity
Lifecycle and Timing:some text
- last_activity_at: The timestamp of the last activity on the deal
- remote_created_at: The creation date of the deal in Zoho CRM
- close_date: The expected closing date for the opportunity
Financials:some text
- amount: The monetary value associated with the deal
Ownership and Progress:some text
- stage: The current stage or phase of the deal (e.g., Negotiation, Closed Won)
- owner: The person responsible for managing the opportunity
- account: The associated account or customer for the deal

3. Leads

Lead data is retrieved to track prospective customers and their activities. Common fields include:

Identification and Status:some text
- name: Name of the lead
- email: Contact email for the lead
- phone: Phone number for communication
- status: Current status (e.g., Open, Contacted)
Source Details:some text
- lead_source: The source from which the lead originated (e.g., Email Campaign, Referral)

Learn more about the endpoints that Merge can interact with.

What are the sync frequencies for Zoho CRM data in Merge?

Merge requests data from Zoho CRM at intervals based on your sync plan.

Here’s what you can expect:

Daily: Sync data once per day
Standard: Sync data every hour
High: Sync data every 10 or 30 minutes, depending on the Common Model
Highest: Sync data every 5 or 15 minutes, depending on the Common Model

For syncing outside of normal intervals, you can use Merge’s Force Resync endpoint or Automatic Webhooks feature.

Learn more about Merge’s sync frequencies for Zoho CRM.

Aside from Zoho CRM, what CRM integrations can Merge add to my product?

Once you’ve built to Merge’s CRM Unified API, you can add more than 20 CRM integrations to your product. This includes:

Salesforce
HubSpot
Pipedrive
Microsoft Dynamics 365 Sales
Insightly
SugarCRM
Copper
Close
Vtiger
Zendesk Sell

Learn more about the CRM integrations Merge supports.

What companies use Merge’s integration with Zoho CRM?

A broad range of companies use it, including Rilla, Banyan Infrastructure, and Telescope. Learn more about how these companies use Merge’s Zoho CRM integration—along with Merge's other CRM integrations—here.

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Get Employee Data

1from merge import Merge
2
3client = Merge(
4    account_token="YOUR_ACCOUNT_TOKEN",
5    api_key="YOUR_API_KEY",
6)
7client.hris.employees.list()

import { MergeClient, Merge } from '@mergeapi/merge-node-client';
const merge = new MergeClient({
  apiKey: 'YOUR_API_KEY',
  accountToken: 'YOUR_ACCOUNT_TOKEN',
});
employee = await merge.hris.employees.list()

ApiClient.instance.authentications.tokenAuth = {
  type: 'bearer',
  accessToken: 'API_KEY',
};
new EmployeesApi().employeesList('ACCOUNT_TOKEN', {}, (data) => {
  console.log(data);
});

import (
  "context"
  "fmt"
  merge "github.com/fern-api/merge-go"
  mergeclient "github.com/fern-api/merge-go/client"
  "github.com/fern-api/merge-go/hris"
)

client := mergeclient.NewClient(
  mergeclient.ClientWithAuthApiKey("<YOUR_API_KEY>"),

1ApiClient client = Configuration.getDefaultApiClient();
2client.setBasePath('https://api.merge.dev/api/ats/v1');
3ApiKeyAuth tokenAuth = client.getAuthentication('tokenAuth');
4tokenAuth.setApiKey('API_KEY');
5CandidatesApi apiInstance = new CandidatesApi(client);
6apiInstance.candidatesList('ACCOUNT_TOKEN');

import com.merge.api.MergeApiClient;
import com.merge.api.resources.hris.employees.requests.EmployeesRetrieveRequest;
import com.merge.api.resources.hris.types.Employee;
MergeApiClient mergeClient = MergeApiClient.builder()
    .accountToken("ACCOUNT_TOKEN")
    .apiKey("API_KEY")
    .build();
Employee employee = mergeClient.hris().employees().list(
    EmployeesRetrieveRequest.builder()
        .includeRemoteData(true)

> {

"id":"0958cbc6-6040-430a-848e-aafacbadf4ae","remote_id":"19202938","employee_number":"2","company":"8d9fd929-436c-4fd4-a48b-0c61f68d6178","first_name":"Dirna","last_name":"Emanuel","display_full_name":"Dirna Emanuel", "username": "dirnaemanuel", "groups": [

Meta endpoint

Programmatically access required schemas

Third-party providers require specific (and often different) fields to write data to their APIs, making your code a mess.

Dynamically fetch required data schemas from Merge’s /meta endpoint to make POST or PATCH requests that just work.

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