Add your application by wizard
You can add your application via the integration wizard, you can find the button for this on the dashboard page.
After clicking the the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.
Click next and in the following screen you can add your applications that you want to connect. Search for ZOHO and click on the Application.
For ZOHO CRM the following fields need to be filled out for a successful connection to be established.
- Display Title: The name of the application, no special requirements.
- This can be useful if there are multiple ZOHO CRM applications, to be able to distinguish between them.
- Client ID: The Client ID for the Webservice App, which allows access to the API.
- Check the section below on how to find this parameter.
- Client Secret: The Client Secret for the Webservice App, which allows access to the API.
- Check the section below on how to find this parameter.
ZOHO CRM settings location
Client ID and Client Secret
To find these parameters, a Webservice App must be available or created, please follow the next few steps.
Make sure you are logged in to your ZOHO CRM account with an admin user.
Navigate to the following URL address after login. https://accounts.zoho.com/developerconsole
You will see the following screen open.
Create a new Client in the top right corner. Select the "Server-based Applications" option.
Fill in the next form with the following details
Client Name: A fitting name for your Application so you can distinguish what this App is used for.
Homepage URL: The website on which the Application will be running, we enter app.apicenter.io here. But you can also enter a different URL. It is not required by our integration.
Authorized Redirect URIs: It is important that the spelling in this field is exactly the same as shown in the example. This will be the address on which we receive requests and authorize your application. The following value should be entered:
https://app.apicenter.io/oauth/callback/zohocrm
Click "Create" and the following credentials should appear. Copy the credentials and fill these out in the ApiCenter.
When settings are filled out, the result installation form should look something like this.
In step 3 you can select the packages that you want to make use of. These packages are the flows that determine what data is send from and to ZOHO CRM.
In step 4 you can set the all the settings that tweaks your integration without adjusting mappings and or adjusting code. In this step you need to do this for all your flows. The settings we have standard enabled and disabled are based upon 90% of the integrations we currently have running.
Step 5 finishes the wizard and on this point you can enable the flows to start running, if you want to adjust advanced settings we advice to start them manually in the integrations overview.
