Zoho CRM is single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
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Setting |
Instructions |
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Name your connection * |
Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account. |
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Scopes * |
Scopes are OAuth 2.0 permissions that Zoho CRM defines to limit access to your account. How to configure scopes |
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Region * |
Select your Zoho CRM account region:
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Tip
This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 auth universal connector documentation.
Note
Zoho CRM accepts a maximum of 100 scopes per connection, even though 150 total scopes are available. To enforce this limit, if you select all scopes or any amount greater than 100, Celigo will include only scopes in that category ending with “.all”, to limit the number of scopes while providing you full access in the connection.
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Click Scope.
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To access all of the scopes in the API, click the » button.
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Check the scopes you want to add and click the > button.
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Click Save.
Important
For a successful connection, you must select the ZohoCRM.settings.profiles.READ scope.
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