Connect Zoho CRM to Snowflake

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Stream your marketing data from Zoho CRM to Snowflake

Connect Zoho CRM to Snowflake in 2023

It is very simple to connect Zoho CRM to Snowflake, it can be done in a fast and easy manner with Windsor.ai.

 

First Step

Follow the Tutorial Below:

  1. Add all the columns that are returned by your connector’s URL. Snowflake Integration 1
  2. Create the WINDSOR_UPLOAD role (name has no importance) Snowflake Integration 2
  3. Create a user and add the previously created role to that user Snowflake Integration 3
  4. Grant rights to the DATABASE to the created user Snowflake Integration 4
  5. Grand the rights to the destination table Snowflake Integration 5
  6. Get the required fields from Snowflake to use the Snowflake destination in Onboard Form

 

  • Get the username Import Snowflake 1

 

  • Get the password Import Snowflake 2

 

  • Get the account Import Snowflake 3

 

  • Get the warehouse Import Snowflake 4

 

  • Get the database Import Snowflake 5

 

  • Get the schema Import Snowflake 6

 

  • Get the table name Import Snowflake 7

 

Second step

1.You need to select Zoho CRM as a Data Source and Grant Access to Windsor.ai.

Zoho CRM Windsor.ai Onboarding

 

2. In Select Destination select Snowflake as destination

snowflake integration

 

3.Enter all the credentials required and click Save
Snowflake connector

 

4.Your data will now be streamed to Snowflake. In case there is an error you will be notified.

Zoho CRM metrics and dimensions available for streaming into Snowflake

Connect your data

 

nametypedescription
CountryCOUNTRYCountry
EmailTEXTEmail
First Visited TimeTEXTFirst Visited Time
First Visited URLTEXTFirst Visited URL
First NameTEXTFirst Name
Last NameTEXTLast Name
Lead StatusTEXTLead Status
Onboarding CompletedTEXTOnboarding Completed
Onboarding StartedTEXTOnboarding Started
ReferrerTEXTReferrer
Trial Started DateTEXTTrial Started Date

Easily connect Zoho CRM to Snowflake

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data warehouse

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