Zoho CRM

Zoho CRM

You can import account, contact, product, and sales information from Zoho CRM to SupportCenter Plus.

This is an application-wide configuration. 

To set up Zoho CRM integration:

  1. Go to Admin > Integrations > Zoho CRM (if only one portal is configured) or go to Global Settings > Integrations > Zoho CRM (if multiple portals are configured).

  2. Select the portal.

  3. Select the module: Account, Contact, Product, or SalesOrders.

  4. Connect to Zoho CRM:

 

      1. Click your specific domain [ EU / CN / IN / COM/ AU ]

      2. Sign in to the Developer console by using the provided Zoho login credentials.

      3. Click Add client ID to register your application.

  1. Steps for generating client id and client secret from Developer API console:

    1. Choose a Client type > Self client > Create now.

    2. Again choose Client type > Self client > Create. Click OK and proceed.

    3. From Client Secret tab, copy and paste the client id and client secret.

    4. Choose your Zoho Account specific domain.

  1. Steps for generating Code from Developer API console:

    1. From Generate Code tab in the API console - Provide Scope -> "ZohoCRM.modules.accounts.READ,ZohoCRM.modules.contacts.READ,ZohoCRM.modules.products.READ,ZohoCRM.modules.salesorders.READ"

    2. Time Duration: 3 Minutes (The code you generate will expire in 3 minutes)

    3. Enter your comments for reference in the Scope Description field and click Create

    4. You can see the generated code in a popup. Copy and paste the code.

  1. Click on "Connect to Zoho CRM"

  2. Fields mapping: Select the required fields based on the selected module in SupportCenter Plus with fields in Zoho CRM and then click Save.

  3. Schedule integration frequency in hours or days.

  4. Finally, click Save.


 

 


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