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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 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 "Advanced"-> "Apps 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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ZOHO. |
Here is an optional setting available for different tenants. Each tenant can choose to utilize a custom CRM application setting on their respective tenant page. More details, can refer the following link.
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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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Select 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！
Warning Message
This warning message indicates that the ZOHO CRM Application, configured on the System Connect Hub, is incorrect or invalid.
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