Create a Zoho CRM connection

Important

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 Azure Databricks previews.

Create a Zoho CRM connection in Catalog Explorer to store authentication credentials for Lakeflow Connect ingestion. Any user with the USE CONNECTION privilege on the connection can then create Zoho CRM ingestion pipelines without needing direct access to the credentials.

For privilege requirements, see Connect to managed ingestion sources.

Prerequisites

Complete the source setup. Use the authentication details you obtain to create the connection.

Create a connection

1. In the Azure Databricks workspace, click Catalog > Create > Create a connection.
2. On the Connection basics page of the Set up connection wizard, specify a Connection name.
3. In the Connection type drop-down menu, select Zoho CRM.
4. (Optional) Add a comment.
5. Click Next.
6. On the Authentication page, enter the following credentials from Configure authentication to Zoho CRM:
   • Client ID: The client identifier for your Zoho Self Client.
   • Client Secret: The client secret for your Zoho Self Client.
   • Organization ID: Your Zoho CRM organization identifier (org_id).
   • Region: The region code for the Zoho CRM API: com, eu, in, com.au, jp, com.cn, or ca.
7. Click Create connection.

Next steps

Create an ingestion pipeline.