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Zoho

Zoho CRM is a powerful suite of apps to help you connect with your customers.

Overview

The Zoho CRM empowers businesses by enabling them to reach customers across a variety of channels, get notified of new interactions, and measure the effectiveness of such interactions.

Authentication

Add the Zoho connector to your relevant workflow and hit the 'New Authentication' button found in the input panel:

zoho-add-auth

In the next window, name your authentication and check the scopes that you require.

IMPORTANT: All of the scopes that work with this particular connector begin with ZohoCRM. The Desk scopes are for the Zoho Desk connector and should NOT be used.

zoho-scopes

Once you have done this, click the 'Add authentication' button. A pop-up window will then appear asking you to sign in to Zoho:

zoho-sign-in

You will then be asked to confirm that you want to allow Tray.io to access the scopes you selected:

zoho-authorise-scopes

If you are happy with this, click 'Accept'. The pop-up window will close and you will be ready to use the Zoho connector.

NOTE: Any authentications you created for the Zoho Desk connector can also work with this connector, as long as the correct scopes are selected.

Basic operations list

Full list of operations can be found HERE

  • Convert lead
  • Create/update records
  • List records
  • List users
  • Search records
  • Update specific record
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