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Documentation Index

Fetch the complete documentation index at: https://datost.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Connect Zoho CRM to let your team ask Datost questions like @Datost how many open deals are in the Enterprise pipeline? and have them answered live against your CRM data.
Datost’s Zoho integration is scoped to Zoho CRM. Other Zoho products (Books, Desk, Inventory, etc.) are not currently supported.

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What you get

  • Browse every Zoho CRM module (Leads, Contacts, Deals, Accounts, and custom modules) with searchable schema inspection.
  • Inspect field metadata including data type, length, read-only, and mandatory flags.
  • Run COQL queries against any module directly from the admin panel or through Slack.

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OAuth flow and scopes

Datost uses Zoho’s OAuth 2.0 authorization code flow with offline access so refresh tokens are stored and used for every subsequent query. The following scopes are requested:
  • ZohoCRM.modules.ALL — read records across every module
  • ZohoCRM.settings.ALL — read module metadata and field definitions
Zoho only issues a refresh token on the first authorization. If you re-authorize, make sure to approve the consent screen again so Datost can store the new refresh token.

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Data center selection

Zoho partitions customer data across eight regional data centers. Datost will only talk to the accounts and API host for the region you choose, so picking the correct one is required.
RegionAccounts hostAPI host
USaccounts.zoho.comwww.zohoapis.com
EUaccounts.zoho.euwww.zohoapis.eu
Indiaaccounts.zoho.inwww.zohoapis.in
Australiaaccounts.zoho.com.auwww.zohoapis.com.au
Japanaccounts.zoho.jpwww.zohoapis.jp
Chinaaccounts.zoho.com.cnwww.zohoapis.com.cn
Canadaaccounts.zohocloud.cawww.zohoapis.ca
Saudi Arabiaaccounts.zoho.sawww.zohoapis.sa
If you are unsure, sign in to Zoho CRM in a browser and check the domain — .com is US, .eu is EU, and so on.

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Connecting from the admin panel

1

Open Knowledge Sources

In the Datost web app, navigate to Knowledge Sources and click Add connection.
2

Pick Zoho CRM

Select Zoho CRM from the connector picker.
3

Name and choose region

Give the connection a name (e.g. Zoho CRM — Production), optionally add a description, and pick the data center region that matches your Zoho org.
4

Authorize with Zoho

You’ll be redirected to Zoho’s consent screen. Sign in with an account that has access to the modules you want Datost to read, and approve the requested scopes.
5

Verify

Datost returns to the admin panel, exchanges the authorization code for tokens, and runs a health check. Use Test connection any time to re-verify.

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Supported objects

Every module returned by settings/modules is available, including:
  • Standard modules — Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Products, Quotes, Sales Orders, Invoices, Campaigns, Cases, Solutions, Vendors, Price Books.
  • Custom modules — any module your org has defined.
Datost reads both metadata (/settings/modules/{module}) and records (via COQL SELECT queries).

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Limitations

  • Zoho CRM only. Books, Desk, Inventory, Creator, and other Zoho products are not yet supported.
  • Read-only. Datost does not write back to Zoho — no record creation, updates, or deletes.
  • COQL constraints apply. Queries must follow Zoho’s COQL rules (e.g. LIMIT max 200 per page, joins limited to lookup fields).
  • Refresh token required. If Zoho does not return a refresh token on initial consent, the connection will fail — re-authorize with the consent prompt.
  • Region is immutable. The data center is pinned at connection time; switching regions requires creating a new connection.