Setting up Zoho services as Sources

Connecting Zoho services to Guru brings your project management, customer support, and sales data into one searchable knowledge base. Whether you're tracking bugs, managing customer relationships, or handling support tickets, these integrations help your team find the information they need without switching between platforms.

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Access Required
Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources.
Zoho Access: You need to be an Admin in Zoho with API access to connect Zoho CRM or Zoho Desk as a source.

Setting up Zoho CRM as a Source

Zoho CRM integration makes your sales pipeline, customer data, and account information searchable across your organization, enabling better customer conversations and informed decision-making.

In Guru, go to Manage.
Select Sources, then click Add Source.
Choose Zoho CRM from the list of integrations.
Select Authorize to authenticate the connection.
When prompted, select "use my Admin credentials" to authenticate.
(Optional) Filter the content you're syncing by data to narrow the scope of what is sourced by Guru.
Select your account type based on your location.
Authenticate using your Zoho CRM credentials.
Enter your Zoho subdomain. For example, if you sign in at "acme.zoho.com", enter "acme".
Add a display name for the Source (optional) and click Connect Source.
Assign which Guru Groups should have access to this content.

What gets synced from Zoho CRM

Zoho CRM Category	Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Accounts	Account	Company/organization records	• Name • Description • Industry • Website • Number of employees • Owner • Last activity at • Addresses • Phone numbers • Remote created at • Remote ID • Remote data • Remote fields
Deals	Opportunity	Deal/opportunity records	• Name • Description • Amount • Owner • Account • Stage • Status • Last activity at • Closed at • Remote created at • Remote ID • Remote data • Remote fields • Pipeline
Deals	Stage	Deal pipeline stages	• Name • Remote ID • Remote data • Remote fields
Notes	Note	Notes on records	• Content • Owner • Account • Contact • Opportunity • Remote created at • Remote updated at • Remote ID • Remote data • Remote fields
Tasks	Task	Task/to-do items	• Subject • Content • Owner • Account • Opportunity • Completed at • Due at • Status • Remote created at • Remote updated at • Remote ID • Remote data • Remote fields
Users	User	User profiles	• Name • Email • Is active • Remote ID • Remote data • Remote fields

Setting up Zoho Desk as a Source

Zoho Desk integration brings your customer support tickets and knowledge into Guru, helping your team provide consistent, informed support across all channels.

In Guru, go to Manage.
Select Sources, then click Add Source.
Choose Zoho Desk from the list of integrations.
When prompted with how you'd like to authenticate, select "Read Only."
(Optional) Filter the content you're syncing by data to narrow the scope of what is sourced by Guru.
Select your account type based on your location.
Enter your org ID. This can be found by clicking on the settings gear icon in the top right of the page > Developer Space > API > you should see your org ID at the bottom of the page.
Add a display name for the Source (optional) and click Connect Source.
Assign which Guru Groups should have access to this content.

What gets synced from Zoho Desk

Zoho Desk Category	Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Tickets	Ticket	Ticket/issue/case records	• Name • Description • Status (OPEN, CLOSED, IN_PROGRESS, ON_HOLD) • Priority (URGENT, HIGH, NORMAL, LOW) • Ticket type • Ticket URL • Due date • Completed at • Assignees • Account • Contact • Attachments • Tags • Remote created at • Remote updated at • Remote ID • Remote data
Accounts	Account	Company/organization records	• Name • Remote ID • Remote data
Comments/Threads/Conversations	Comment	Comments, replies, and thread messages on tickets	• Body • HTML body • Is private • User • Contact • Ticket • Remote created at • Remote ID • Remote data
Agents	User	Agent/user profiles	• Name • Email address • Is active • Teams • Remote ID • Remote data
Teams	Team	Agent groups/teams	• Name • Description • Remote ID • Remote data

Permissions

When you connect Zoho services as a source in Guru, you'll permission that content in Guru. Learn more here.
If someone is not provided with access in Guru to this source, they will not see Zoho services results in searches or when chatting with Guru.