Warehouses and Lakes
Sales & Support Analytics

How to load data from ZohoCRM to Firebolt

Learn how to use Airbyte to synchronize your ZohoCRM data into Firebolt within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up ZohoCRM as a source connector (using Auth, or usually an API key)
  2. set up Firebolt as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is ZohoCRM

Zoho CRM is a comprehensive cloud-based customer relationship management platform designed to help businesses of all sizes streamline their sales, marketing, and customer service operations. It offers a wide range of features, including lead and contact management, sales forecasting, automated workflow creation, and real-time reporting and analytics. Zoho CRM's intuitive interface and customizable modules allow teams to tailor the platform to their specific business needs. It also integrates seamlessly with other Zoho apps and marketing automation tools, enabling a unified view of customer data across multiple touchpoints. With its robust capabilities, scalability, and affordable pricing plans, Zoho CRM empowers businesses to optimize their customer interactions, enhance productivity, and drive growth.

What is Firebolt

Firebolt is a high-performance cloud-native data warehouse platform designed for massive-scale data analytics. It enables organizations to harness the power of big data with lightning-fast query speeds and unlimited scalability. Firebolt.io utilizes a unique indexing technology and a highly parallelized architecture to optimize data processing and reduce query latency. With its cloud-native approach, users can easily integrate and analyze diverse data sources while benefiting from automatic scalability and cost optimization. Firebolt.io empowers businesses to derive actionable insights from their data at unprecedented speed and efficiency, accelerating data-driven decision-making and unlocking the full potential of big data analytics.

Integrate ZohoCRM with Firebolt in minutes

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Prerequisites

  1. A ZohoCRM account to transfer your customer data automatically from.
  2. A Firebolt account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including ZohoCRM and Firebolt, for seamless data migration.

When using Airbyte to move data from ZohoCRM to Firebolt, it extracts data from ZohoCRM using the source connector, converts it into a format Firebolt can ingest using the provided schema, and then loads it into Firebolt via the destination connector. This allows businesses to leverage their ZohoCRM data for advanced analytics and insights within Firebolt, simplifying the ETL process and saving significant time and resources.

Step 1: Set up ZohoCRM as a source connector

1. First, navigate to the "Sources" tab on the Airbyte dashboard and click "Create New Source".
2. Select "Zoho CRM" from the list of available connectors.
3. Enter a name for your Zoho CRM source and click "Next".
4. Enter your Zoho CRM credentials, including your email address and password.
5. Click "Test Connection" to ensure that your credentials are correct and that Airbyte can connect to your Zoho CRM account.
6. Once your connection is successful, select the data you want to replicate from Zoho CRM.
7. Choose the replication frequency and any other settings you want to apply to your Zoho CRM source.
8. Click "Create Source" to finalize your Zoho CRM source connector on Airbyte.
9. You can now view your Zoho CRM source on the Airbyte dashboard and monitor its replication status.
10. If you need to make any changes to your Zoho CRM source settings, you can do so by clicking on the source and selecting "Edit".

Step 2: Set up Firebolt as a destination connector

1. First, navigate to the Firebolt destination connector on Airbyte.
2. Click on the "Create a new connection" button.
3. Enter a name for your connection.
4. Enter your Firebolt API key and secret.
5. Enter the name of the Firebolt database you want to connect to.
6. Enter the name of the schema you want to use.
7. Choose the tables you want to replicate.
8. Configure any additional settings, such as the replication frequency and the maximum number of rows to replicate.
9. Test the connection to ensure that it is working properly.
10. Save the connection and start the replication process.
Note: It is important to have a basic understanding of Firebolt and its API before attempting to connect it to Airbyte. Additionally, it is recommended to consult the Airbyte documentation for more detailed instructions and troubleshooting tips.

Step 3: Set up a connection to sync your ZohoCRM data to Firebolt

Once you've successfully connected ZohoCRM as a data source and Firebolt as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select ZohoCRM from the dropdown list of your configured sources.
  3. Select your destination: Choose Firebolt from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific ZohoCRM objects you want to import data from towards Firebolt. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from ZohoCRM to Firebolt according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Firebolt data warehouse is always up-to-date with your ZohoCRM data.

Use Cases to transfer your ZohoCRM data to Firebolt

Integrating data from ZohoCRM to Firebolt provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Firebolt’s powerful data processing capabilities enable you to perform complex queries and data analysis on your ZohoCRM data, extracting insights that wouldn't be possible within ZohoCRM alone.
  2. Data Consolidation: If you're using multiple other sources along with ZohoCRM, syncing to Firebolt allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: ZohoCRM has limits on historical data. Syncing data to Firebolt allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Firebolt provides robust data security features. Syncing ZohoCRM data to Firebolt ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Firebolt can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding ZohoCRM data.
  6. Data Science and Machine Learning: By having ZohoCRM data in Firebolt, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While ZohoCRM provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Firebolt, providing more advanced business intelligence options. If you have a ZohoCRM table that needs to be converted to a Firebolt table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a ZohoCRM account as an Airbyte data source connector.
  2. Configure Firebolt as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from ZohoCRM to Firebolt after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from ZohoCRM?

Zoho CRM's API provides access to a wide range of data related to customer relationship management. The following are the categories of data that can be accessed through Zoho CRM's API:  

1. Contacts: This includes information about individual contacts such as name, email address, phone number, and job title.  
2. Accounts: This includes information about companies or organizations such as name, address, and industry.  
3. Leads: This includes information about potential customers who have shown interest in a product or service.  
4. Deals: This includes information about sales opportunities, including the deal amount, stage, and probability of closing.  
5. Activities: This includes information about tasks, events, and calls related to a contact, account, or deal.  
6. Notes: This includes information about notes and comments related to a contact, account, or deal.  
7. Custom modules: This includes information about custom modules that have been created in Zoho CRM, such as project management or inventory management.  

Overall, Zoho CRM's API provides access to a comprehensive set of data that can be used to manage customer relationships and improve business processes.

What data can you transfer to Firebolt?

You can transfer a wide variety of data to Firebolt. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from ZohoCRM to Firebolt?

The most prominent ETL tools to transfer data from ZohoCRM to Firebolt include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from ZohoCRM and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Firebolt and other databases, data warehouses and data lakes, enhancing data management capabilities.