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Zoho CRM and SharePoint integration

Easily show your live Zoho CRM data inside SharePoint

Easily embed our Zoho CRM web part onto your SharePoint online pages and customize their design

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App picker with Zoho CRM selected
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Zoho CRM

Leads

Your Zoho CRM data is now securely showing in SharePoint

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Unleash the Power of Zoho CRM inside SharePoint with adenin

Seamlessly integrate Zoho CRM with SharePoint using adenin. Bring all your sales data from Zoho CRM right inside your SharePoint environment. It's a perfect blend of CRM and Microsoft 365, with an eye for developer convenience.

Features

  • Go beyond the ordinary with adenin’s intelligent Web part that embeds Zoho CRM into SharePoint
  • Effortlessly search your CRM data within SharePoint. No more window-hopping!
  • Harness the full potential of Microsoft 365 without ever leaving your SharePoint environment

Benefits

  • Single source of truth: No more cross-checking between Zoho CRM and SharePoint
  • Developer-friendly: Easy to use, even easier to implement
  • Increase your productivity: Access all crucial sales data from Zoho CRM without ever leaving SharePoint

Experience the future of work with adenin. Start your free account today!

Connect Zoho CRM to SharePoint now

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Microsoft Teams Viva Connections

Frequently asked questions about SharePoint 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 SharePoint integration free?

Yes, SharePoint 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 SharePoint 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 SharePoint integration for?

adenin’s SharePoint 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 SharePoint 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 SharePoint.

Do I have to be a developer to use the SharePoint 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 SharePoint 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 SharePoint?

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 SharePoint. 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 SharePoint) 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 SharePoint

With adenin you can easily integrate any business app into SharePoint

  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 SharePoint integration to your SharePoint account.

How to add an Adaptive Card as a SharePoint WebPart

  1. Add the Card maker web part to a SharePoint page
  2. Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
  3. Simply design your Card by dragging-and-dropping in elements and connect it to your 3rd party app by clicking Connect to data source. Click on the Share button once you're ready to embed the Adaptive Card into SharePoint.
  4. Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page
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With all our other apps, your possibilities are endless

adenin’s SharePoint integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your SharePoint 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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