Zoho CRM

Version Latest

This is the documentation of the new Zoho CRM app.
Here is the documentation of the legacy Zoho CRM (legacy) app.

Getting Started with Zoho CRM

The Zoho CRM modules allow you to monitor, list, search, create, delete or update objects, and list fields and modules in your Zoho CRM account.

Prerequisites

  • A Zoho CRM account

In order to use Zoho CRM with Integromat, it is necessary to have a Zoho CRM account. If you do not have one, you can create a Zoho CRM account on the Zoho CRM Sign-Up page.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Zoho CRM to Integromat

If there is more than one connection created, the Zoho CRM modules will not work!

To connect your Zoho CRM account to Integromat follow the general instructions for Connecting to services.

Don't forget to select the domain you are using.

2019-03-14_13_40_40-Window.png

After you click the Continue button, Integromat will redirect you to the Zoho CRM website where you will be prompted to grant Integromat access to your account.

2019-03-14_13_43_26-Window.png

Confirm the dialog by clicking the Accept button.

Triggers

Watch Objects

Retrieves information about a newly created or updated object.

If the error Cannot read property '__itemId' is returned, it means that the fields Created time and/or Updated time have been removed before. You must add them again to your modules. Go to Setup - Customization - Modules and Fields - //ModuleType// and Add a field Created_time and Updated_time.

54515460-b4dbd400-498e-11e9-9373-bfed1b02b3c6.png

ConnectionEstablish a connection to your Zoho CRM account.
ModuleZoho CRM has standard modules such as, Leads, Accounts, Contacts, Deals, Forecasts, Activities, etc,. Select the type of module you want to watch for changes.
Sort bySelect whether you want to sort retrieved objects by the created time or the modified time.
LimitSet the maximum number of objects Integromat will work with during one cycle.

Create Object

Creates a selected object.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the type of module you want to create.

Modules Fields (reference: help.zoho.com/portal/kb/articles/standard-modules-fields):

Leads

CompanyEnter the company name.
First nameEnter the first name of the lead.
Last nameEnter the last name of the lead.
TitleEnter the salutation for the lead.
EmailEnter the email for the lead.
PhoneEnter the phone number of the lead.
FaxEnter the fax number of the lead.
MobileEnter the mobile number of the lead.
WebsiteEnter the website of the lead.
Lead sourceSelect or map the lead source. Valid values: Employee Referral, Trade Show, Seminar Partner, OnlineStore, Partner, External Referral, Web Download, Seminar-Internal, Advertisement, Web Research, Cold Call, -None-, Sales Mail Alias, Public Relations, Chat.
Lead statusSelect or map the lead status. Valid values: Pre Qualified, Contacted, Contact in Future, Not Contacted, Attempted to Contact, Lost Lead, -None-, Junk Lead, Not Qualified.
IndustryRepresents the industry to which the lead belongs.
No. of EmployeesThe number of employees in the lead's company.
Annual RevenueThe annual revenue of the lead's company.
RatingSelect the rating of the lead. Valid values: -None-, Acquired, Active, Market Failed, Project Cancelled, ShutDown.
Email Opt OutEnable this option if the lead has opted out of email notifications from Zoho CRM.
Skype IDEnter the Skype ID of the lead
SalutationSelect or map the salutation for the lead valid values: Prof., Ms., -None-, Dr., Mr., Mrs..
Secondary emailEnter another email for the lead.
TwitterEnter the Twitter handle of the lead.
StreetEnter the street address of the lead.
CityEnter the city of the lead.
StateEnter the state.
CountryEnter the country of the lead.
DescriptionEnter a description of the lead.
TriggerSelect which trigger should be executed when the new lead is created.

Contacts

Lead SourceSelect the source from which the contact is created.
First nameSpecify the first name of the contact.
Last nameSpecify the last name of the contact. This field is mandatory.
Account NameSelect the account related to the contact.
Vendor NameSelect the vendor related to the contact.
EmailSpecify the primary email address of the contact.
TitleSpecify the job position of the contact.
DepartmentSpecify the department of the contact.
PhoneSpecify the office phone number of the contact.
Home PhoneSpecify the home phone number of the contact.
Other PhoneSpecify the other phone number of the contact (if any).
FaxSpecify the fax number of the contact.
MobileSpecify the mobile number of the contact.
Date of BirthSpecify the birthday of the contact to send greetings for a better relationship. List of supported date formats.
AssistantSpecify the name of the contact’s assistant.
Asst PhoneSpecify the phone number of the contact's assistant.
Email Opt outSelect the check-box to remove contacts from your mailing list so that they will not receive any emails from your Zoho CRM account.
Skype IDSpecify the Skype ID of the contact. Currently a Skype ID can be in the range of 6 to 32 characters.
SalutationSelect the salutation of the contact, such as Mr., Ms, Mrs., or others.
Secondary emailEnter another email for the contact.
TwitterEnter the Twitter handle of the contact.
Reporting ToSelect the person to whom the contact reports.

Mailing Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
Other Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the other address of the contact (if any).
DescriptionSpecify any other details about the contact.
TriggerSelect which trigger should be executed when the new contact is created.

Accounts

Account OwnerEnter the name of the user to whom the account is assigned. The ID can be retrieved, for example, using the List Objects module.
RatingSelect the rating of the account.
Account nameEnter the company name. This field is mandatory.
PhoneSpecify the phone number of the account.
Account siteSpecify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field.
FaxSpecify the fax number of the account.
Parent account
Enter (map) the parent company name.
WebsiteEnter the URL of the company's website.
Account numberSpecify the reference number for the account. Up to 40 characters are allowed in this field.
Ticker symbolEnter the ticker symbol of the company.
Account typeSelect the type of account from the drop-down list.
OwnershipSelect the type of ownership of the company.
IndustrySelect the type of industry from the drop-down list.
EmployeesSpecify the number of employees in the account's company.
Annual revenueSpecify the annual revenue of the account (numeric value).
SIC CodeSpecify the Standard Industrial Classification code of the account.
Billing StreetSpecify the billing address of the account to send the quotes, invoices, and other agreements.
Shipping StreetSpecify the shipping address of the account to deliver the shipment.
Billing CitySpecify the billing address of the account to send the quotes, invoices, and other agreements.
Shipping citySpecify the shipping address of the account to deliver the shipment.
Billing StateSpecify the billing address of the account to send the quotes, invoices, and other agreements.
Shipping StateSpecify the shipping address of the account to deliver the shipment.
Billing CodeSpecify the billing address of the account to send the quotes, invoices, and other agreements.
Shipping CodeSpecify the shipping address of the account to deliver the shipment.
Billing CountrySpecify the billing address of the account to send the quotes, invoices, and other agreements.
Shipping CountrySpecify the shipping address of the account to deliver the shipment.
DescriptionSpecify any other details about the account.
TriggerSelect which trigger should be executed when the new lead is created.

Deals

Deal OwnerEnter the ID of the deal owner. The ID can be retrieved, for example, using the List Objects module.
AmountEnter the amount that can be expected after closing the deal.
Deal nameSpecify the name of the deal. This field is mandatory.
Closing DateSpecify or select the expected close date. This field is mandatory. E.g. 03/15/2019. List of supported date formats.
Account nameEnter or map the name of the account to which the deal has to be created. This field is mandatory.
StageSelect the sales stage from the drop-down list. This field is mandatory.
TypeSelect the type of deal (New Business or Existing Business) from the drop-down list.
Probability (%)Enter the number to specify the probability of closing a deal.
Next stepSpecify the next step of the sales process.
Lead SourceSelect the lead source from the drop-down list.
Campaign sourceEnter the campaign related to the contact.
Contact nameEnter the contact related to the deal.
DescriptionSpecify any other details about the deal.
TriggerSelect which trigger should be executed when the new deal is created.

Products

Product OwnerEnter the name of the user to whom the product is assigned.
Product NameSpecify the name of the product. This field is mandatory.
Product Code
Specify the product identification.
Vendor NameEnter the name of the vendor.
Product ActiveSpecify the status of the product.
ManufacturerSelect the name of the product manufacturer.
Product CategorySelect the category of the product.
Sales Start DateSpecify the date on which the product sales starts. E.g. 03/15/2019. List of supported date formats.
Sales End DateSpecify the date on which the product sales ends.
Support Start DateSelect the date on which the product support starts. E.g. 03/15/2019. List of supported date formats.
Support End DateSelect the date on which the product support ends. E.g. 03/15/2019. List of supported date formats.
Unit PriceEnter the unit price of the product.
Specify the commission rate for selling the product.
TaxSpecify the tax component of the products.
TaxableSpecify whether the product is a taxable product or not.
Usage UnitSelect the displayed unit price of the product.
Specify the number of units.
Enter the stock quantity.
Reorder LevelSet the reorder level of stock.
HandlerEnter the Zoho CRM user who is handling the product.
Enter the quantity demanded.
DescriptionSpecify any other details about the product.
TriggerSelect which trigger should be executed when the new product is created.

Campaigns

Campaign OwnerEnter the ID or name of the campaign owner. The ID can be retrieved, for example, using the List Objects module.
TypeSelect the type of the campaign.
Campaign NameSpecify the name of the campaign.
StatusSelect the status of the campaign from the drop-down menu.
Start DateSpecify the date on which the campaign starts. E.g. 03/15/2019. List of supported date formats.
End DateSpecify the date on which the campaign ends. E.g. 03/15/2019. List of supported date formats.
Expected revenueSpecify the revenue expected after launching the campaign.
Specify the planned amount to be spent on the campaign.
Actual CostSpecify the actual amount spent on the campaign.
Expected ResponseSpecify the campaign turnout percentage.
Specify the number of leads/contacts to whom the campaign details have been sent.
Enter the name or ID of the parent campaign to create the association between records.
DescriptionSpecify additional details about the campaign.
TriggerSelect which trigger should be executed when the new campaign is created.

Tasks

Task OwnerEnter the ID or name of the task owner. The ID can be retrieved, for example, using the List Objects module.
SubjectEnter the name of the task. This field is mandatory.
Due dateSpecify the due date for the task. E.g. 03/15/2019. List of supported date formats.
Contact NameEnter or map the ID of the related contact.
Related toEnter or map the ID of the related lead.
StatusSelect the status of the task.
PrioritySelect the priority of an event from the drop-down list.
Select whether to send the notification email to the task owner or not.
ReminderEnter the date to set the reminder for the task. E.g. 03/15/2019. List of supported date formats.
DescriptionSpecify the details about the task. Max 32000 characters.
TriggerSelect which trigger should be executed when the new task is created.

Events

TitleSpecify the name of the event. This field is mandatory.
SubjectEnter the name of the task. This field is mandatory.
LocationEnter the location for the event.
FromSpecify the date and time when the event will start. This field is mandatory. List of supported date formats.
All DayEnable this option when it is an all day event.
ToSpecify the date and time when the event will be over. This field is mandatory.
HostEnter the name of the user to whom the event is assigned.
Contact NameEnter the name of the related contact.
DescriptionEnter the details about the event. Max 32000 characters.
Related ToEnter the name of the related lead.
TriggerSelect which trigger should be executed when the new event is created.

Calls

Contact NameEnter the contact to which the call is related to.
SubjectSpecify the subject of the call. This field is mandatory.
Call TypeChoose whether the call is inbound or outbound.
Call Start TimeEnter the call start date and time. List of supported date formats. This field is mandatory.
Call DurationSpecify the duration of the call. List of supported date formats. This field is mandatory.
DescriptionSpecify the details about the call.
Call ResultEnter the call result.
BillableSelect whether the call was billable or not.
ReminderIf the call is scheduled, you can set the reminder before the call.
TriggerSelect which trigger should be executed when the new call is created.

Cases

Case OwnerSelect the name of the user to whom the case is assigned.
StatusSelect the status of the case from the drop-down list.
Product NameEnter the product name related to the case.
PrioritySelect the priority of the case from the drop-down list.
TypeSelect the type of problem. It can be a general question, feature request, or real issue in your product/service.
Case ReasonSelect the reason for the case.
Case OriginSelect the source from which the case has been generated. You can select email, phone, or website. If you select email, you must specify the Email ID of the customer.
SubjectSpecify the title of the case. This field is mandatory.
Related toEnter the module related to the case.
Account NameSelect the account related to the case.
Reported ByDisplays the name of the contact.
Deal NameSpecify the name of the deal.
EmailSpecify the Email ID of the contact.
PhoneSpecify the phone number of the customer.
DescriptionSpecify complete details about the case.
Internal commentsSpecify any follow-up notes about the case.
SolutionSpecify the solution provided.
TriggerSelect which trigger should be executed when the new case is created.

Notes

Note OwnerEnter the note owner.
Note Title
Enter a title for the note.
Note ContentEnter content for the note.
Parent IDEnter the ID of the object you want to add the note to.
TriggerSelect which trigger should be executed when the new note is created.

Solutions

Solution OwnerEnter the name of the user to whom the solution is assigned.
Solution Title
Specify the subject of the solution. This field is mandatory.
StatusSpecify the status of the solution.
Product NameEnter the product related to the solution.
QuestionEnter your question. This field is mandatory.
AnswerSpecify solution details. This field is mandatory.
TriggerSelect which trigger should be executed when the new note is created.

Vendors

Vendor OwnerEnter the name of the user to whom the Vendor details are assigned.
Vendor Name
Specify the name of the vendor. This field is mandatory.
PhoneSpecify the phone number of the vendor.
EmailSpecify the Email ID of the vendor.
WebsiteSpecify the website URL of the vendor.
GL AccountSelect the general ledger account.
CategorySpecify the category of the vendor.
Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
Specify the address of the vendor.
DescriptionSpecify any other details about the vendor.
TriggerSelect which trigger should be executed when the new solution is created.

Price Books

Price Book OwnerEnter the name of the user to whom the price book is assigned.
Active
Select the Yes option to set the status of the price book as active.
Pricing ModelSelect the model of the price book
DescriptionSpecify any other details about the price book.
Pricing DetailsSpecify the pricing details.
TriggerSelect which trigger should be executed when the new vendor is created.

Quotes

Quote OwnerEnter the name of the user to whom the quote is assigned.
Subject
Specify the name of the quote. This field is mandatory.
Deal NameSpecify the deal to which the quote is related.
Quote StageSelect the status of the quote.
Valid UntilSpecify the date that the quote is valid til after sending to the prospective customer. List of supported date formats.
Contact NameSpecify the contact to which the quote has to be created.
CarrierSelect the name of the carrier manufacturer.
Account NameSpecify the account to which the quote has to be created.

Billing Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.

Shipping Address

Specify the shipping address of the contact (if any).

Product Details

Product ID
Enter (map) the product ID.

Quantity
Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount
Enter the discount for the product (as a percentage).

List Price
Select the product list price from the price book or specify the product price. This field is mandatory.

Sub Total

Enter the quote subtotal.

Discount

Enter the discount (as a percentage).

Adjustments

Specify if there are any adjustments, such as discounts, or extra charges etc.

Grand Total

The total amount of the quote.

Terms and Conditions

Specify the terms and conditions that are associated with the quote.

Description

Specify any other details about the quote.

TriggerSelect which trigger should be executed when the new quote is created.

Sales Orders

Sales Order OwnerSelect the name of the user to whom the sales order is assigned.
Subject
Specify the name of the sales order. This field is mandatory.
Deal NameSelect the potential for which the sales order has to be generated.
Customer No.Specify the customer identification number (if any).
Purchase OrderEnter the reference purchase order.
Quote NameEnter the reference quote.
Due DateSpecify the due date for the sales order. E.g. 03/15/2019. List of supported date formats.
Pending 
Contact NameSelect the contact for which the sales order has to be generated.
CarrierSelect the carrier’s name that ships the products from your warehouse to the customer site.

Excise Duty

Specify the excise duty for the shipment.

Sales Commission

Specify the commission to the sales person upon closing the deal.

 

Status

Select the status of the sales order.

Account Name

Specify the account name to which the sales order has to be created. This field is mandatory.

Billing Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.

Shipping Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).

Product Details

Product ID
Enter (map) the product name. This field is mandatory.

Quantity
Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount
Enter the discount (as a percentage).

List Price
Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

AdjustmentSpecify if there are any adjustments, such as discounts, or extra charges etc.
Grand TotalDisplays the amount of the selected line item.
Terms and ConditionsSpecify the terms and conditions that are associated with the sales order.
DescriptionSpecify any other details about the sales order.
TriggerSelect which trigger should be executed when the new sales order is created.

Purchase Orders

Select the name of the user to whom the purchase order is assigned.
PO NumberDisplay the Sales Order ID after creating a case.
SubjectEnter the name of the purchase order. This field is mandatory.
Vendor NameEnter the name of the vendor.
Requisition NumberEnter the number in which the purchase order is requested.
Tracking NumberEnter the number to track the purchase order.
Contact NameEnter the contact name to which the invoice has to be created.
Purchase Order DateEnter the date on which the purchase order is created. E.g. 03/15/2019. List of supported date formats.
Due DateSpecify the due date for the sales order. E.g. 03/15/2019. List of supported date formats.
CarrierSelect the carrier’s name that ships the products from your warehouse to customer site.

Excise Duty

Specify the excise duty for the shipment.

Sales Commission

Specify the commission to the sales person upon closing the deal.

 

Status

Specify the status of the purchase order.

Billing Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.

Shipping Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).

Product Details

Product ID
Enter (map) the product name. This field is mandatory.

Quantity
Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount
Enter the discount (as a percentage).

List Price
Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

AdjustmentSpecify if there are any adjustments, such as discounts, or extra charges etc.
Grand TotalDisplays the amount of the selected line item.
Terms and ConditionsSpecify the terms and conditions that are associated with the purchase order.
DescriptionSpecify any other details about the purchase order.
TriggerSelect which trigger should be executed when the new purchase order is created.

Invoices

Invoice OwnerSelect the name of the user to whom the invoice is assigned.
SubjectEnter the name of the purchase order. This field is mandatory.
Sales OrderEnter the reference sales order (if any).
Invoice DateSpecify the date on which the invoice was created. E.g. 03/15/2019. List of supported date formats.
Purchase OrderEnter the reference purchase order.
Due DateSpecify the due date for the invoice. E.g. 03/15/2019. List of supported date formats.
Excise DutySpecify the excise duty for the shipment.
Sales CommissionSpecify the commission to the sales person upon closing the deal.
StatusSelect the status of the invoice.

Account Name

Specify the account name to which the invoice has to be created. This field is mandatory.

Contact Name

Specify the contact's name to which the invoice has to be created.

Billing Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.

Shipping Address

  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).

Product Details

Product ID
Enter (map) the product name. This field is mandatory.

Quantity
Specify the quantity for which the sales order has to be generated. This field is mandatory.

Discount
Enter the discount (as a percentage).

List Price
Select the product list price from the price book or specify the product price. This field is mandatory.

Tax

Specify the tax component of the products.

AdjustmentSpecify if there are any adjustments, such as discounts, or extra charges etc.
Grand TotalDisplays the amount of the selected products.
Terms and ConditionsSpecify the terms and conditions that are associated with the purchase order.
DescriptionSpecify any other details about the invoice.
TriggerSelect which trigger should be executed when the new invoice is created.

Delete Object

Deletes a selected object.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the type of module you want to delete.
Object IDEnter or map the ID of the object you want to delete. The ID can be retrieved, for example, using the List Objects module.

Get Object

Retrieves details on selected object.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the type of module you want to retrieve information about.
Object IDEnter or map the ID of the object you want to retrieve information about. The ID can be retrieved, for example, using the List Objects module.

Update Object

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the type of module you want to retrieve information about.
Object IDEnter or map the ID of the object you want to update. The ID can be retrieved, for example, using the List Objects module.

Please find the fields' descriptions in the Create Object section above.

Make an API Call

Allows you to perform a custom API call.

ConnectionEstablish a connection to your Zoho CRM account.
URLEnter a path relative to https://{API_URL}/crm/v2/. E.g. Leads/2063212000000134765
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example

Search leads by a phone API call:

Step by step guide

  1. Insert the Zoho CRM > Make an API call module in your scenario.
  2. Find the API endpoint you would like to call in the Zoho CRM API documentation, section "REST API" in the left side menu - e.g. Get users.
  3. Check out the endpoint's required scopes in the Scope section:

    If the endpoint requires different scope(s) from these two:
    ZohoCRM.settings.ALL
    ZohoCRM.modules.ALL
    then create a new connection and add all the required scope(s) in the Scope field:
  4. Configure the module's configuration to call the Get Users endpoint:
    URLusers
    MethodGET

  5. Execute the scenario.
  6. Click the bubble above the module to verify the module's output:

Upload an Attachment

Uploads an attachment to a record.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the module you want to upload the attachment to.
Object ID
Enter or map the ID of the object. Object ID can be retrieved, for example, using the Search Objects module.
Source fileEnter or map the file name and file data. For more details refer to the Working with files article.

List Fields

Retrieves the field details of a selected module.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the module whose fields you want to retrieve.

List Modules

Retrieves a list of all the modules from your ZOHO CRM account.

ConnectionEstablish a connection to your Zoho CRM account.

List Objects

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the module whose objects you want to retrieve.
LimitMaximum number of objects Integromat will work with during one execution cycle.

Search Objects

Searches for records using a specified filter.

ConnectionEstablish a connection to your Zoho CRM account.
ModuleSelect the module you want to search for records.
Filter

Set the filter for the search.

Set filter values. You can also use the logical operator AND in order to narrow your search.

Email

Enter the email you want to search the record by.

Approved records

Select the approval status of the searched records.

Limit

Maximum number of records Integromat will work with during one execution cycle.

Troubleshooting

How To Remove the Integromat App Token from the Zoho Account

1. Log into your Zoho account.

2. Click on your user icon in the top-right corner and open the My Account settings. 

J1YaaYB8wP.gif

2. Click on the Active Sessions tile.

2019-08-26_17_40_13-Window.png

3. Open the Connected Apps list.

4. Remove the desired app by clicking the trash bin icon in the Action column.

9XYxf8ROTL.gif

Error AUTHENTICATION_FAILURE

Zoho CRM doesn't allow for creating more accounts in the “offline" mode. If you get the AUTHENTICATION_FAILURE error when creating accounts, you have to delete old accounts.
Open Zoho Accounts -> Sessions -> Connected Apps and delete the Integromat app.

Create your Custom Zoho CRM Connection ( If you're having an issue connecting with your Zoho origin follow the mentioned workarounds )

Step 1 - Navigate to Zoho API Console Page here and Create your Zoho Developer Account

On the top right side click  Add Client. If you've already created the client, select the existing one.



Step 2 -After you've clicked on it, you will see an option to fill out the name, URL, and redirect URL. Fill them out as follows.



You may rename it in any way you like.

Name - Integromat
Home Page - https://integromat.com
Redirect URL - https://www.integromat.com/oauth/cb/zohocrm2


Step 3 - Navigate to the Settings Page and configure the country that you will work on. 

Please note, you do not need to configure this option for your country of origin. For example, if you've opened this account from India, you will see .com/.au/.eu options by default. .in will be enabled and you won't have any option to select the country.



Step 4 - Now Navigate to Client Secret Page where you'll find the Client ID and Client Secret. 

Create a new Integromat scenario with the Zoho CRM module. Create a new connection, click Show advanced options, and paste the client ID and secret to their respective fields. Choose your account origin and click the Add a connection button.


Here is a small clip of the process -




Popular use cases from our blog

slack-automation-illustration

Slack Automation: 20 Free Templates to Get You Inspired

google-sheets-automation-alt

Google Sheets Automation for Ecommerce: 23 Free Templates

tweet-automation-illustration

How to Get Someone's Tweets Before Anyone Else Does

onboarding-automation-with-integromat-alt

How to Automate Employee Onboarding in Minutes with Integromat

shopify-order-to-manufacturer-illustration-alt

How to Auto Send Shopify Orders to Dropshipping Suppliers [Guide]

strava-exercise-to-google-sheets-illustration

Like a Champ: How to Save Strava Activities to Google Sheets

Didn’t find what you were looking for?

Ticket

Create a ticket

Contact our world-class support team and tell us what’s happening.

Create a ticket
Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.