Zoho CRM

This page contains the setup guide and reference information for the Zoho CRM connector.

Prerequisites

Before connecting your Zoho CRM account, ensure that:

• You have an active Zoho CRM account.

• You have admin permissions to create and manage API clients in the Zoho API Console.

• You can access the Zoho API Console.

Setup Guide

Follow these steps to obtain your Client ID and Client Secret from Zoho CRM and connect your account:

00:00: This guide will walk you through the steps to find your client ID and Secret in 00:04: Zoho. 00:06: Open Zoho. 00:09: Click add client 00:12: Select the server-based applications option. 00:15: Fill in client name 00:18: Fill in home page 00:21: Phil carrigan's redirect urls 00:24: Click create 00:27: Copy client ID and Secret 00:30: This guide covered the steps required to create your client ID and Secret 00:34: in Zoho.

1. Go to the Zoho API Console.

2. Click "Add Client".

3. Select the "Server-based Applications" option.

4. Fill in the Client Name (e.g., Keragon Integration).

5. Fill in the Homepage URL (this can be your company's homepage or a relevant URL).

6. Add the following Keragon Redirect URLs:

   • https://api.us-east-1.keragon.com/rest/auth/callback

   • https://api.us-1.keragon.com/rest/auth/callback

7. Click "Create" to generate your client credentials.

8. Copy the Client ID and Client Secret immediately. These will be required for integration with Keragon.

9. Now, in Keragon:

   • Navigate to the "Authentications" tab.

   • Click "Create new" and select Zoho CRM.

   • Enter the Client ID and Client Secret you obtained from Zoho.

   • Complete the OAuth flow to authorize and connect your account.

Troubleshooting and Common Errors

Limitations and Notes

• The Zoho API Console is region-specific; ensure you’re using the correct URL based on your account (e.g., .eu, .com).