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CloudCX Connector Hub provides integration with |
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ZOHO via the API for CRM. The configuration is done server-side, in an easy and straightforward way. Let's follow the instructions step by step to complete the integration with |
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ZOHO. |
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Zoho Configuration
Login your zoho by https://api-console.zoho.com/ and goto Add Client -> Client Type(Server-based Applications)
Click to Add Client
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Fill in some information necessary to create the app and then click "save"
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Re-enter Applications, find the newly created application in the list on the left, click the title, enter the information page.
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Copy Client ID and Client Secret, it will be used later
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Cloudfon CX Configuration
Log in to the system administrator portal, click "Advance"-> "Connector Hub Setting"-> "ZOHO" to enter the Zoho settings page.
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Fill in the Client Id and Client Secret of your Zoho application into Client-id and Client-Secret, and fill "https://accounts.zoho.com" into both Account Server Address and CRM address. Then click save. After that the system will prompts you that Save successfully.
Configure Callback for Zoho APP
Copy Authorized Redirect URL
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Go back to Zoho App and past the copied Authorized Redirect URL into Authorized Redirect URIs.
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| Table of Contents |
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Create A ZOHO App
To integrate with ZOHO, you must create a ZOHO app within your ZOHO account.
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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Enter a Client Name for your application, add your CloudCX system URL
CloudCX installation domainto the Homepage URL, and Authorized Redirect URLhttps://your_cx_domain/backend/api/v2.0/integration/app/callback/api/zohoto the Authorized Redirect URIs, then click on “CREATE” to create it.
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Once you create the application, you will have to obtain the Client ID and Client Secret. These values will be required while setting up in the Connector Hub.
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Configure ZOHO Integration in CloudCX
Log in to your system administrator portal https://your_cx_domain:9006, go to Advance > Connector Hub Setting > ZOHO to configure.
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/CCSD/pages/edit-v2/65175559#Create-A-ZOHO-App.1.
Copy the Authorized Redirect URL and paste to Authorized Redirect URIs https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/65175559#Create-A-ZOHO-App.1.
Enter the ZOHO login URL “https://accounts.zoho.com” into Account Server Address & CRM address.
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That's all the ZOHO integration, now, you can connect your ZOHO to the App & Integrations > ZOHO in your tenant 8.2 Integrating ZOHO CRM in CloudCX！