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Zoho CRM

Prerequisites for Configuring Zoho CRM Data Source​

  1. Zoho CRM account

Get Client ID, Client Secret, Grant Token​

  1. Log into Zoho API Console
  2. Choose client
  3. Enter a scope the future refresh and access tokens will cover. For instance:
    • ZohoCRM.modules.ALL
    • ZohoCRM.settings.ALL
    • ZohoCRM.settings.modules.ALL
  4. Enter grant token's lifetime and description, click "Create"
  5. Copy Grant token, close the popup and copy Client ID and Client Secret on the "Client Secret" tab

Create Refresh Token​

For generating the refresh token, refer to this page. Make sure to complete the auth flow quickly, as the initial token granted by Zoho CRM is only live for a few minutes before it can no longer be used to generate a refresh token.

Configuring Zoho CRM Data Source​

  1. Select the Source Type as Zoho CRM

  2. Fill in the required details:

    • Client ID: Enter the Client ID obtained from prerequisites
    • Client Secret: Enter the Client Secret obtained from prerequisites
    • Refresh Token: Enter the Refresh Token obtained from prerequisites
    • Start Date: Select the start date in the format: YYYY-MM-DD or YYYY-MM-DD HH:MM:SS+HH:MM
      • Example: 2000-01-01

  3. Click on Test Connection to verify if the connection is established successfully.