Set up a connection to Zoho CRM

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

Zoho documentation: API Guide, Authentication
Additional reference: Supported Zoho CRM APIs

Contents

• A. Set up a Zoho CRM connection
• B. Provide required Zoho CRM application details
• C. Edit advanced Zoho CRM settings
• D. Save and authorize

A. Set up a Zoho CRM connection

Start establishing a connection to Zoho CRM in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select Zoho CRM.

The Create connection panel opens with required and advanced settings.

B. Provide required Zoho CRM application details

At this point, you’re presented with options for providing Zoho CRM authentication.

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

Subdomain (required): Enter the country-specific portion of the subdomain for your Zoho CRM data center, to complete the URL, https://www.zohoapis___/crm.

Configure scopes (required): Scopes are permissions that the Zoho CRM API defines to limit access to your account. To select the scopes for this connection:

1. Click the Configure scopes button.
2. To access all of the scopes available in the API, click Add all scopes (below).
   – or –
   Click into the bar to reveal the dropdown menu and choose a scope. After you make a selection, another bar will appear below; repeat to select another scope. Continue until all of the scopes you need are selected.
3. Click Save to save your scopes as you go, and Save & close when you’re ready to leave the editor and finish setting up your connection.

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, integrator.io will include only scopes in that category ending with “.all”, in order to limit the number of scopes while providing you full access in the connection...

C. Edit advanced Zoho CRM settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the Zoho CRM.

D. Save and authorize

Once you have configured the Zoho CRM connection, you have a few options for continuing:

1. Click the Save and authorize button to commit your changes and proceed to log in with Zoho CRM. Enter the email address of your registered Zoho CRM account and click Next.

2. Enter the password for your Zoho CRM account, and then click Sign in.

3. Zoho asks you to confirm the scopes that you selected. Click Accept to grant permission and create the connection.

When you test or save the connection, it is verified before continuing. 

The new connection is now successfully added to your account. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.