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Connect to ZOHO with system configuration via Connector Hub Setting > ZOHO in the system administrator portal. You can find more details about integrate with ZOHOCRM Application-ZOHO.
Connect to ZOHO with custom configuration via App & Integrations > Settings > custom configuration. https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58294276#Connect-to-ZOHO-with-custom-configuration
Connect CloudCX to ZOHO CRM
Go to your CloudCX system
CloudCX installation domain, and log in with the admin account.From the left navigation menu, go to App & Integrations.
Select the ZOHO card, and click on “Settings”.
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You can find more details about Custom Configure ZOHO in CloudCX TenantCustom Configure ZOHO in CloudCX Tenant
Connect CloudCX to ZOHO CRM
Prerequisites
To connect with ZOHO, your CloudCX system administrator needs to complete the integration in the CloudCX admin system > Connector Hub Settings > ZOHO. You can find more details about Integrate with ZOHOCRM Application-ZOHO.
Step by Step Instructions
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Note: You need to have particular sets of permissions in your ZOHO account for the integration to work. It is recommended that you use an ZOHO Admin account.
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Choose one of the CRM’s organizations to connect with your CloudCX system, then click on “Submit”.
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Click on “Accept” to approve the permission requests from your CloudCX system, the ZOHO connect page will be closed automatically.
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The connected ZOHO account will be showed on the App & Integrations > Settings. Now, CloudCX will be able to save or update visitor’s information to the connected ZOHO account.
Connect to ZOHO with custom configuration
Create A ZOHO App
To integrate with ZOHO, you have to create a ZOHO app in your ZOHO.
Prerequisites
A valid ZOHO Account.
An account that has the Administrator role.
Create A ZOHO App
Go to your ZOHO API Console and click on “+ADD CLIENT”.
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Choose the Server-based Applications Client Type and click on “CREATE NOW”.
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your
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CloudCX system
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CloudCX installation domain
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Once you create application, you will have to obtain the Client ID and Client Secret. These values will be required while setting up in the ZOHO custom configuration.
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Configure ZOHO Integration in CloudCX
Click on “custom configuration” enter the custom configuration page.
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Enter the below requested values, then click on “Next”. The ZOHO custom configuration page will be closed automatically.
Paste the Client ID & Client Secret to Client ID & Client Secret, the Client ID & Client Secret obtain from Client Secret https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58294276#Create-A-ZOHO-App.1 .
Copy the Authorized Redirect URL and paste to Authorized Redirect URIs https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/58294276#Create-A-ZOHO-App.1 .
Enter the ZOHO login URL “https://accounts.zoho.com” into Account Server Address & CRM address.
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, and log in with the admin account.
From the left navigation menu, go to App & Integrations.
Select the ZOHO card, and click on “Settings”.
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Click on “Connect with Zoho” and then login with your ZOHO account.
Note: You need to have particular sets of permissions in your ZOHO account for the integration to work. It is recommended that you use an ZOHO Admin account.
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Choose one of the CRM’s organizations to connect with your CloudCX system, then click on “Submit”.
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Click on “Accept” to approve the permission requests from your CloudCX system, the ZOHO connect page will be closed automatically.
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The connected ZOHO account will be showed on the App & Integrations > Settings. Now, CloudCX will be able to save or update visitor’s information to the connected ZOHO account.
Configure ZOHO in CloudCX
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