Supported version: Cloud.
API Rate Limit: - https://www.zoho.com/crm/developer/docs/api/v6/api-limits.html
Supported Authentication: OAuth 2.0 Authentication
Zoho CRM Application Registration on Gathr
This document explains the steps to register the application and how to use it on Gathr.
Step 1. First login to the Zoho CRM Developer Console
- Go to the Zoho API Console and log in- Zoho API Console
Step 2. Create a New Client
- Click on Add Client and choose the client type based on your application needs (Server-based).
Step 3. Configure the Application
- Client Name: Provide a name for your client application.
- Client Domain: Enter your application’s domain name.
- Authorized Redirect URIs: Provide the redirect URIs where Zoho will redirect after authorization. For example, URL- https://HostName-123.gathr.com:48444/AccountManagementWebService/callback.html
Step 4. Note Down Client Credentials
- Zoho will provide a Client ID and Client Secret once the client is created. Save these credentials securely.
IMPORTANT: Ensure that Zoho CRM is accessible from the Gathr machine.
Steps to Configure Zoho CRM Connector:
Right-click on “Zoho CRM Connector” -> Connectors -> Connections -> Configure.
Enter the following details in the form:
a. Instance URL: e.g. - https://crm.zoho.in/crm/v6/
b. Application Key: Client ID.
c. Application Secret: Client Secret.
d. Authorization URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline
e. Access Token URL: https://accounts.zoho.in/oauth/v2/token
f. Domain for Callback Authentication: Enter HostName with Domain Name.
Example: https://HostName-123.gathr.com:48444/AccountManagementWebService/callback.html
g. Scope:
ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.org.ALL,ZohoCRM.users.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.currencies.READ
i. Select 'Create New Account' from 'Add New Account'. Give any user-friendly name like "Zoho CRM Connection Account".
j. Click on ‘Save’.
k. On clicking ‘Save’, a pop-up will appear that requires the Zoho user to log in using the credentials and choose ‘Allow access’ if asked in the pop-up on the screen.