Zoho CRM extension

Welcome to the company search application. You can search for information about a company using its name, SIRET or SIREN.

🇫🇷 French users go that page : French documentation

What is this extension?

This extension allows you to automatically enrich your company records in Zoho CRM with official data from the INSEE SIRENE directory.

Smart search

Search by company name
Search by SIRET number
Search by SIREN number
Search by first and last name (individuals)

Enriched data

Legal information: denomination, legal form
Activity: NAF code, business sectoré
Address: headquarters and establishments
Status: active, closed, collective procedures

Data export

Copy information to clipboard or directly to your CRM records.

Email sharing

Send company data by email with automatic formatting.

Situation report

Direct access to official INSEE documents for each establishment.

Support and assistance

Our support team is here to help you use the Lexolia SIREN-SIRET Extension for Zoho CRM.

Direct contact

Contact our support team: support@lexolia.com

Frequently asked questions

How to get an INSEE API key?
What to do if searches don’t work?
How to resolve authorization errors?
Zoho custom fields configuration

Diagnostic tools

If you encounter problems, use the debug tools available in the main application:

Debug Modal

Access system information and logs from the « Debug » button in the application.

API Logs

Check API requests and responses to identify problems.

System information

Version, browser, platform and current configuration.

Common problems

« Invalid API Key » error

Check that your INSEE API key is correctly configured and active. See steps 10-20 of this guide.

No search results

Check spelling, try company name variants, or use SIRET/SIREN number if available.

Data not copied to Zoho CRM

Make sure custom fields are properly configured in your Zoho CRM (steps 1-9).

STEP 1

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 1

Go to the URL: https://portail-api.insee.fr/ and click on `Connexion`

STEP 2

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 2

Click on `CONNEXION-POUR-LES-EXTERNES`

STEP 3

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 3

Click on `Enregistrement`, for sign up.

STEP 4

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 4

Complete the form then click on `Enregistrement`

STEP 5

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 5

A message from portail-api@insee.fr is sent to the declared email address. Click on the link received to confirm the email. This link redirects to the login page.

STEP 6

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 6

Click directly on `CONNEXION-POUR-LES-EXTERNES`

STEP 7

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 7

Enter account settings and then click `Connexion`

STEP 8

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 8

Once logged in, click on `Tableau de bord` in the top menu.

STEP 9

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 9

Click on the `Créer une Application` button

STEP 10

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 10

Follow the procedure.

Fields marked with a red border are required. Give a name and description (required) Once filled in, click on `Suivant`

STEP 11

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 11

Choose `simple` creation mode
Once Choosen, click on `Suivant`

STEP 12

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 12

Leave the subscription page blank
Click on `Suivant`

STEP 13

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 13

click on the `CRÉER L’APPLICATION` button in the summary

STEP 14

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 14

The application is created

STEP 15

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 15

Go to Catalog > Sirene API

STEP 16

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 16

Click on `Souscrire`

STEP 17

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 17

hoose the `Public` plan (the only one available).
Click on `Suivant`

STEP 18

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 18

Select the application created earlier.
Click on `Suivant`

STEP 19

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 19

Click on `VALIDER LA DEMANDE`

STEP 20

Lexolia SIREN-SIRET for Zoho CRM - ÉTAPE 20

A key (API KEY) is then generated to connect to the API in public mode.

Vous pouvez copier la clé API en cliquant sur le You can copy the API key by clicking on the `Copy` button, and then paste it into the `Personnal Siren API Key` field in the `Lexolia SIREN-SIRET Extension for Zoho CRM` extension (Configure)

Installation de la clé API

Click on the « Configure » link for the extension to access the extension settings.

Copy/paste the API KEY

You can copy the API key by clicking the `Copy` button, and then paste it into the `Lexolia INSEE API KEY` field in the `Lexolia SIREN-SIRET Extension for Zoho CRM` (Configure) extension.

Utilisation

« SIREN/SIRET » button

The « SIREN/SIRET » button is only found on the edit (or modify) page of the ACCOUNT you wish to modify. If you click on it, the extension popup will appear.

You can search by:

Name
SIRET
SIREN
Person

The extension allows you to copy the found data to the clipboard: for copy/paste. You can also send the data by email; you will be asked for a recipient’s email address and a message. The email will then be sent with the data.
A « Summary » tab summarizes all the found establishments, sorted by:

Active
Closed

The « Head Office » establishment will be indicated.

The « Data to Clipboard » and « Send Data by Email » functions are also available for the « Summary » tab.

Data vers le CRM

If you click on the « DATA to CRM » button

All data retrieved via the API will be copied into the corresponding fields. These fields were created during the extension installation.

Procédure collective

Lexolia SIREN-SIRET for Zoho CRM - Utilisation BODACC

Establishment with judicial procedure

If an establishment is subject to proceedings, an alert will appear along with 3 pre-filled fields:
– Category Avis
– Publication date
– Bodacc link

Support & Debug

Support

You’ll find links in the extension’s popup footer.

Debug: More debugging details
Contact support: You can directly open a support ticket via the extension’s popup
API test: A test to validate your API key

Debug

Clicking the « Debug » button will give you access to more information about the extension’s configuration (version, etc.). You can also contact support with this information for assistance.