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 for the corresponding OAuth access token.

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”.