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Create Zoho CRM-Connected Business Apps in AppSheet

Use CData Connect Cloud to connect to Zoho CRM from AppSheet and build custom business apps using live Zoho CRM data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zoho CRM data for business applications. This article shows how to create a virtual database for Zoho CRM in Connect Cloud and build a simple app from Zoho CRM data in AppSheet.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Zoho CRM, allowing you to build reports from live Zoho CRM data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zoho CRM, leveraging server-side processing to quickly return the requested Zoho CRM data.

Create a Virtual MySQL Database for Zoho CRM Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Zoho CRM" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Zoho CRM.

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Zoho CRM data from AppSheet.

Connect to Zoho CRM in AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Zoho CRM data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, ZohoCRM1
    • Username: a Connect Cloud user with permissions for the database
    • Password: the password for the above Connect Cloud user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Zoho CRM, you can start building apps on Zoho CRM data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Connect Cloud.