Zoho CRM connector

Beta

This feature is in Beta. To use it, a workspace admin must turn on Lakeflow Connect for Zoho CRM from the Previews page. See Manage Databricks previews.

The managed Zoho CRM connector in Lakeflow Connect ingests CRM data such as leads, contacts, accounts, deals, and activities, plus custom modules from Zoho CRM into Databricks.

Feature availability

Feature	Availability
UI-based pipeline authoring	Not supported
API-based pipeline authoring	Supported
Declarative Automation Bundles	Supported
Incremental ingestion	Supported
Unity Catalog governance	Supported
Orchestration using Databricks Lakeflow Jobs	Supported
API-based column selection and deselection	Supported
API-based row filtering	Not supported
SCD Type 2	Supported Tables with VARIANT columns (module tables, custom module tables, item tables, users, and territories) don't support SCD type 2.
Automated schema evolution: New and deleted columns	Supported
Automated schema evolution: Data type changes	Not supported
Automated schema evolution: Column renames	Not supported Requires a full refresh.

Feature	Availability
UI-based pipeline authoring	Not supported
API-based pipeline authoring	Supported
Declarative Automation Bundles	Supported
Incremental ingestion	Supported
Unity Catalog governance	Supported
Orchestration using Databricks Lakeflow Jobs	Supported
API-based column selection and deselection	Supported
API-based row filtering	Not supported
SCD Type 2	Supported Tables with VARIANT columns (module tables, custom module tables, item tables, users, and territories) don't support SCD type 2.
Automated schema evolution: New and deleted columns	Supported
Automated schema evolution: Data type changes	Not supported
Automated schema evolution: Column renames	Not supported Requires a full refresh.

Authentication methods

Authentication method	Availability
OAuth U2M	Not supported
OAuth M2M (OAuth Client Credentials)	Supported
Basic authentication (username/password)	Not supported

Authentication method	Availability
OAuth U2M	Not supported
OAuth M2M (OAuth Client Credentials)	Supported
Basic authentication (username/password)	Not supported

Ingest from Zoho CRM in 3 steps

note

Before starting, review the Databricks user persona, supported interfaces, ingestion frequency, and common patterns.

1. Configure Zoho CRM for ingestion (Admins): Set up Zoho CRM to authenticate with Databricks.
2. Create a Unity Catalog connection (Admins): Create a connection in Catalog Explorer so non-admins can create pipelines.
3. Create an ingestion pipeline (Admins or non-admins): Select any supported interface and create a pipeline from an existing connection.