Zoho CRM Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Zoho CRM connector.
Zoho CRM is a customer relationship management tool.
This topic describes how to authenticate to Zoho CRM and configure any necessary connection properties in the Zoho CRM connection connector.
Connection Configuration
Each connection property available in the Zoho CRM connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Client ID
The client Id assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
Refresh Token
The OAuth refresh token corresponds to the OAuth access token and is used to renew access when the access token expires.
For detailed instructions on how to generate the code and refresh token, please see the Zoho CRM documentation: Generating Code and Refresh Token in Zoho CRM
To specifically generate the refresh token, refer to: Generating Refresh Tokens in Zoho CRM (No need for the
redirect_urlparameter for Self-Client accounts)
Accounts Server
The full Account Server URL.
The value of this property will be https://accounts.zoho.com/, but if your account resides in a different location, then the domain should change accordingly (.eu, .in, .com.au, …).
API Domain
The full URL of the API domain.
The value of this property will be https://www.zohoapis.com, but if your account resides in a different location, then the domain should change accordingly (.eu, .in, .com.au, …).
Api Version
The Zoho CRM API version to use.
Use Sandbox
Determines whether the calls will be sent to a Sandbox instance instead of a regular one.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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