Connecting Zoho CRM to Sharetribe

📖 10 min read 🟡 Intermediate

Syncing your sales CRM with your marketplace lets your sales team manage listings, vendors, and approvals from inside Zoho CRM, pushing changes automatically to your Sharetribe database. This SOP guides you through setting up the connection.

Step 1: Create Zoho API Credentials

Before linking Zoho to TribeOps, you must register it as a Client in the Zoho Developer Console:

  1. Go to the Zoho Developer Console and select Server-based Applications.
  2. Enter the following Redirect URI (available in your TribeOps settings under Zoho Setup):
    https://YOUR_DASHBOARD_URL/zoho/callback
  3. Click Create. Copy the generated **Client ID** and **Client Secret**.

Step 2: Authenticate Zoho CRM

Go to your TribeOps panel at Settings > Zoho CRM Setup:

  • Enter your Client ID, Client Secret, and select your Zoho API data center region (e.g. US, EU, IN).
  • Click Authorize Connection. This redirects you to Zoho to accept permissions. Once accepted, Zoho redirects you back with a persistent Refresh Token.

Step 3: Map CRM Fields

Go to the Zoho Mapping Configuration tab in TribeOps. Here you define how CRM entities map to marketplace elements:

  • Module Selection: Map a Zoho CRM Module (typically Products or a custom Listings module) to Sharetribe listings.
  • Attribute Mapping: Align fields, e.g. Zoho Product Name ↔ Sharetribe Title, Zoho Unit Price ↔ Sharetribe Price, Zoho Product Stock ↔ Sharetribe Availability.
  • Status Mapping: Map Zoho status codes (e.g. "Approved", "Out of Stock") to Sharetribe states (published, closed).

💡 Pro Tip: Custom properties in Zoho can be synced directly to Sharetribe publicData blocks. Ensure data formats align (e.g. checkbox status maps to Sharetribe boolean, multiline maps to text).

Step 4: Configure Sync Schedules

Decide how synchronizations will trigger:

  1. Scheduled Cron Job: TribeOps can run an automated incremental pull check every 15 minutes, scanning Zoho for modified records.
  2. Real-time Webhooks: Configure a Zoho Workflow Rule to trigger a webhook call to TribeOps whenever a product record is edited, initiating an instant sync.

Step 5: Logging and Audits

Track all operations in the **Zoho Sync Logs**. The log lists successful updates, warning messages (e.g. missing seller mappings), or errors. In case of API errors, TribeOps places failed tasks into a recovery queue to retry automatically.