CRM Application-ZOHO

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Last updated: Nov 01, 2024
2 min read

CloudCX Connector Hub provides integration with 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 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.

8.2 Integrating ZOHO CRM in CloudCX

Create A ZOHO App

To integrate with ZOHO, you must create a ZOHO app within your ZOHO account.

Prerequisites

  1. A valid ZOHO Account.

  2. An account that has the Administrator role.

Create A ZOHO App

  1. Go to your ZOHO API Console and click on “+ADD CLIENT”.

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  1. Select the Server-based Applications Client Type and click on “CREATE NOW”.

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  1. Enter a Client Name for your application, add your CloudCX system URL CloudCX installation domain to the Homepage URL, and Authorized Redirect URL https://your_cx_domain/backend/api/v2.0/integration/app/callback/api/zoho to the Authorized Redirect URIs, then click on “CREATE” to create it.

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.

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.

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.