Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM.

 

The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email.

 

Using the feature, you’ll be able to build a data pipeline: Zoho CRM (schedule data import) > Zoho DataPrep (prepare data) > Zoho CRM (schedule prepared data export).


Note: Existing customers as well as trial users can enable this functionality. Please write to support@zohodataprep.com with the subject line: Enable export to Zoho CRM.

How will creating a data pipeline to Zoho CRM help your business? 

An end-to-end data pipeline creates multiple advantages.

  • Eliminating invalid/duplicate entries

  • Blending data from different sources

  • Standardizing data

  • Optimizing data for downstream processes like analytics

On eliminating erroneous/duplicate data: Your Zoho CRM data can be captured from multiple sources, and sometimes involving manual data entry. This makes it prone to some errors at the time of capturing data. For example, your lead forms might contain duplicate or invalid entries. If left unchecked and unvalidated, this can lead to problems.

 

The enhanced Zoho CRM connector's "export to Zoho CRM" functionality gives organizations the power to eliminate errors.

 

Users can use the tightly integrated CRM connector to import data from Zoho CRM, use DataPrep's powerful transformations to cleanse, transform and standardize data and export it back into CRM records.

 

Some transforms that will help you “prepare” your CRM data 

 Deduplicate transform 

Use the Deduplicate transform to eliminate duplicates from your imported Zoho CRM records. For example, if you’ve imported the leads module of Zoho CRM, you’ll be able to identify and eliminate all of the duplicate entries within a batch.

 

Watch this video to learn how Zoho DataPrep can help with cleansing Zoho CRM data.




Cluster and Merge  transform

You can use the Cluster and Merge transform when you find inconsistencies in your CRM records, and want to standardize them. For example, let’s say the country value has been recorded as United States of America, USA, US, etc. You can use "Cluster and Merge" to change it to "United States" consistently across records. This standardization will help you in downstream processes—for example, if you want to quickly analyze sales figures across the United States demographic.

 

 Append  transform

The Append transform comes in handy when you are blending two sets of records. For example, you can blend the leads in your Zoho CRM that were captured from a web form with the leads that were captured by an event management software (e.g., Webex events, Airmeet, Zoho BackStage, etc.).


Granular controls help with setting up a data pipeline 

DataPrep is a tool to democratize data management. Our easy to drag-and-drop functionality makes data preparation an enjoyable activity for non-technical business users.

 

We know that setting up a data pipeline and scheduling regular data preparation can be an unnerving task for some of you, especially when production data—like CRM—comes into play.

 

Which is why, with DataPrep, you’ll be in control every step of the way.

 

DataPrep will give you: 

  • Granular control of how an export is executed via a preview.

  • Target matching to prevent errors.

  • Rollback sync in case of partial export failures. 

Review records being added/Assess changes to system 

At the time of export to Zoho CRM, you can choose one of three options: only add new records, only update existing records, or add and update records.

 

This flexibility will help CRM admins determine the context in which the data preparation is being done.

 

If you’ve imported records from the Leads module for deduplication and cleansing, and you’re exporting the records back to the same CRM module, you can choose to delete the duplicate records.

 

At the time of export, you’ll be prompted to review the records that might be deleted, so you can rest assured that only the records you no longer want get deleted.



 

 

Refer to our knowledge base to learn more.

 

 Use target matching to eliminate errors 

Target matching is a powerful feature that helps you match your data's schema to that of the CRM module you're exporting the data to. This will highlight errors such as unmatched columns, data type errors, and data format errors, before exporting the data.

Learn more about target matching.

 

You can view the error details for a detailed summary of target-matching errors. These errors could potentially fail the export when it happens, so you’ll have a chance to view them and fix them beforehand. 

 

 

 
















Rollback in case of errors 

Sometimes an export can partially fail. This can happen due to extraneous reasons, like network connectivity problems.

 

In these cases, you have the option to rollback the export and restore the records back to their previous state.


 

Learn more about Rollback from our Knowledge Base.

 

You can also refer to DataPrep's solution guide for Zoho CRM for more use case-related details.

 

The features outlined here are now available for beta access. We invite you to try these features and share your feedback with us.

 

Also, because this is still in the beta stage, we urge you not to run critical DataPrep features on production data. Please try it on sample/test data only.



    • Sticky Posts

    • Announcement: Zoho DataPrep 1.0 will be deprecated on June 30,2025

      We'd like to inform you that the Zoho DataPrep 1.0 version will be officially deprecated as of June 30, 2025. This aligns with our efforts to streamline and improve your overall experience with Zoho DataPrep 2.0 which was released in Sep, 2024 . To ensure
    • Announcement: Migrate your workspaces to Zoho DataPrep 2.0

      Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
    • Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform

      Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the
    • Announcing DataPrep 2.0 Beta!

      Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage. With that said, how confident are you in making business decisions
    • Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

      We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,
    • Recent Topics

    • Dark mode

      Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
    • Looking for basic script structure course

      Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"
    • Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

      Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed
    • Backstage Roadmap to Most Requested Features

      Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions
    • Spotlight series #7: Path animation

      Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation
    • Assign existing general timelog to a task

      Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
    • "Error while processing" when I try to send an e-mail

      Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?
    • Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

      Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners
    • E-Mail auto-complete for deleted contacts

      I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
    • Zoho Payroll: Product Updates for India - May 2025

      This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
    • Add picklist in subform lookup

      Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
    • How to validate Rich Text in Zoho Creator! Urgent!

      Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
    • Public send to group address?

      Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!
    • [Webinar] Zoho Writer for the manufacturing industry

      Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
    • Page HTML to PDF

      Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.
    • What to Add in the Redirect URIs for Zoho Books Integration with Make.com

      I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configure
    • Allowing workflows to execute as an admin

      Workflows currently seem to execute with the permissions of the logged in user. This is a problem for most of the forms we have where we have hidden fields that perform business logic. If we restrict the permissions of these fields so users can't view
    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
    • Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

      Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part
    • Email policy not working?

      Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail Admin -> Mail Accounts, it's really under my "default" policy, BUT ActiveSync and IMAP are still disabled by default like they were before. My only goal with creating a custom email policy is to have these enabled automatically because it's annoying
    • In line code commenting in Deluge

      A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed
    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
    • Announcing new features in Trident for Windows (v.1.25.8.0)

      Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Accessing delegated mailboxes. Mailboxes delegated from the Zoho Mail web app can now be
    • Images in Zoho chat

      When I add an image to my chat, it just doesn't work, for the other participants it shows a blank image, like it's missing.
    • Add Desk Account comments using Flow

      The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing
    • Installing EMAIL Setup in New Domain

      Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho
    • Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace

      Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where
    • Custom Function to Format Phone / Mobile numbers in Australian Standard format

      So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for
    • Download pricebook products & details - not just pricebook creation date & name

      We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me
    • Learning how to customize templates via code and best practices

      Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template
    • Output product SKU in ecommerce

      Hi how do I display the product SKU on the page can I place the SKU variable on the layout to output the SKU value.
    • Automate Note Creation for Service Appointments

      Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I
    • Unable to create a Zoho Desk ticket from a call in Zoho CRM

      I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help
    • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

      Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data
    • Support for Digital Goods/Products and password protection

      Hi! Some companies sell product licenses or digital products directly, these licenses are unique for each sale that later allow you to download a ZIP file with a passwod-key that can uses the same license code (for example, a market report) or, failing that, is used in the product such as an authentication in the software or a request. It would also be interesting those who sell in subscription mode and can be integrated with Zoho Subscription. Thank you
    • Share forms with your team to collaborate better

      Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together.  What's
    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
    • Next Page