Zoho CRM Integration

Integration Status

• Not configured

API Configuration

Zoho Data Center Region

Select the region where your Zoho account is hosted

Client ID

From Zoho API Console → Self Client

Client Secret

Keep this secret - never share it publicly

Refresh Token

Generated via OAuth flow (see setup steps below)

How to get your Zoho API credentials:

Go to Zoho API Console
Click "Add Client" → Select "Self Client"
Copy your Client ID and Client Secret
Click "Generate Code" with these scopes:
- ZohoCRM.modules.ALL
- ZohoCRM.settings.ALL
- ZohoCRM.users.READ
Use the authorization code to get a refresh token via OAuth
Enter the refresh token above

Sync Options

Sync Contacts - Create contacts in Zoho from phone calls

Log Calls - Record AI agent call history in Zoho

Create Events - Book appointments as Zoho CRM Events

Create Follow-up Tasks - Auto-create tasks for follow-ups

Z Zoho CRM Integration