Zoho CRM icon connected icon viva-connections icon

Zoho CRM and Viva Connections integration

Easily show your live Zoho CRM data inside Viva Connections

Turn Zoho CRM in an Adaptive Card (ACE) on your Viva dashboard and supercharge your intranet

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Screenshot of Viva Connections
App picker with Zoho CRM selected
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Zoho CRM

Leads

Your Zoho CRM data is now securely showing in Viva Connections

Zoho CRM icon connected icon viva-connections icon

Elevate Your Viva Connections Experience with Zoho CRM Data

Let's make data overload a thing of the past. By integrating Zoho CRM with your Viva Connections dashboard through adenin, you can access all your vital CRM data directly from your intranet. No more time wasted logging in and out of systems. Sounds like a dream, right?

Here's the cherry on top: this integration uses Adaptive Cards (ACE), a format so developer-friendly that you can customize it to blend seamlessly into your dashboard.

Integration Features:

  • Embed Zoho CRM data in Viva Connections as Adaptive Cards
  • Easily customizable by developers for a seamless experience
  • Centralized data access from one place- your intranet

Benefits:

  • Enjoy a one-stop dashboard: Get all your CRM data directly in your intranet
  • Save time: No more switching between apps or logging in and out
  • Developer love: ACEs are easy to customize and integrate
  • Always stay updated: Real-time updates ensure you never miss a crucial piece of information
  • Enhance decision-making: Centralized data access aids in making informed decisions quickly

Take a step towards organizing your work life better. Start your free account with adenin today and add a Zoho CRM card to your Viva Connections dashboard. Time to bring all your data under one roof.

Connect Zoho CRM to Viva Connections now

About adenin’s Viva Connections channel

With the Viva Connections dashboard you have the ability to turn apps from the App Directory into Adaptive Card extensions. These Cards present employees their data in bite-sized snippets and can be expanded to show more details.Use ACE Adaptive Card... Read more

Alternative intranet to Viva Connections

SharePoint Microsoft Teams

Frequently asked questions about Viva Connections Zoho CRM integration (FAQ)

What data sources are available for Zoho CRM?

Zoho CRM provides a total of 294 data sources. See the first 16 below.

Zoho CRM integration
Leads
See all leads from your Zoho CRM account
Zoho CRM integration
New Leads
See new leads from your connected Zoho account
Zoho CRM integration
a Specific Email of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Accounts
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint
To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/share
To get the details of a shared record in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}
To download a file attached to a record.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/photo
To download a photo associated with a module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record-id}/Attachments
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/count
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/mass_update
To get the status of the mass update job scheduled previously.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/deleted
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Products/{record_id}/Accounts
To get the Accounts associated with a Product.
Zoho CRM integration
Accounts - get /crm/v4/settings/modules/Accounts
To get the metadata of the Accounts Module.
Zoho CRM integration
All Emails of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Assignment Rules

To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.

Is the Viva Connections integration free?

Yes, Viva Connections is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Viva Connections are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the Viva Connections integration for?

adenin’s Viva Connections connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into Viva Connections and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Viva Connections.

Do I have to be a developer to use the Viva Connections integration with Zoho CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Viva Connections integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Zoho CRM data is safely delivered to Viva Connections?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with Viva Connections. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Viva Connections) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Zoho CRM integration for Viva Connections

With adenin you can easily integrate any business app into Viva Connections

  1. Click the Add button below

    adenin logoAdd Zoho CRM to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.

    Image of Zoho CRM securely connecting with authorization from user
    Zoho CRM icon

    Zoho CRM

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Zoho CRM Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Viva Connections integration to your Viva Connections account.

  1. Click the Install now button above to add the Card maker for Viva Connections extension to your Sharepoint page

  2. During the installation, select to Enable this app and add it to all sites, then press Add

  3. After the installation you will be asked to "Approve access so this app works as designed" which you should follow by clicking on Go to API Access Page

  4. There select Microsoft Graph for the correct package and then press Approve. Our Viva app is now correctly installed and ready to go.

  5. Now go to your Dashboard, usually located at <your-sharepoint-domain>/SitePages/Dashboard.aspx, and add a new Card maker for Viva Connections Card

  6. Then select the icon and select Embed an existing Card

  7. Now copy your Card Share URL and paste it in the Viva Card

  8. Optionally, you can edit your Card's Quick or Card View by clicking Edit in Designer or Edit the Quick View

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With all our other apps, your possibilities are endless

adenin’s Viva Connections integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your Viva Connections experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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