Zoho Integration - Approaches? I am scoping work with a client who uses Zoho as their CRM and MailChimp for email. I didn't see any Zoho integrations in the support docs. Are there strategies or approaches others have used to integrate with Zoho in the past? Recommendations?
from zoho to clay or clay to zoho? but http api comes to mind if clay has no different intergration
I'm was thinking bidirectional --
scenario 1: pull in contacts from Zoho, enrich them in Clay, send them back to Zoho; scenario
scenario 2: find new target customers (companies and people) and push back into Zoho (upsert)
One piece I did is a middleware sort of approach, I have an Okta Workflow checking every 5 minutes for an update to a CRM source (a Google Sheet right now cause I'm not touching salesforce), and then it sends a webhook off to Clay. The webhook is the source for Clay, and Okta is basically a connector between the two.
So something like zapier is probably suitable for this too, BUT depending on the quantity of records that could be either basically free or hilariously expensive
The other thing to consider there as well is quantity. For my purposes this is doing like 1-5 at a time at most a few times an hour let's say. If you were pulling in hundreds of new rows a day I dont know how well the webhook handles that sort of load. Okta certainly doesn't on their part when the tables are turned.
