You can find your Zoho CRM app credentials in your Zoho CRM Developer Account.You’ll need the following information to set up your Zoho CRM App with Paragon Connect:
Under Integrations > Connected Integrations >Zoho CRM>Settings, fill out your credentials from your developer app in their respective sections:
Client ID: Found at the end of Step 1 on your Zoho CRM App page.
Client Secret: Found at the end of Step 1 on your Zoho CRM App page.
Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Leaving the Client ID and Client Secret blank will use Paragon development keys.
Once your users have connected their Zoho CRM account, you can use the Paragon SDK to access the Zoho CRM API on behalf of connected users.See the Zoho CRM REST API documentation for their full API reference.Any Zoho CRM API endpoints can be accessed with the Paragon SDK as shown in this example.
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// You can find your project ID in the Overview tab of any Integration// Authenticate the userparagon.authenticate(<ProjectId>, <UserToken>);// Retrieve the user's dataawait paragon.request("zohocrm", "users", { method: "GET",});// Add a user to your organizationawait paragon.request("zohocrm", "users", { method: "POST", body: { "users": [ { "role": "554023000000015969", "first_name": "Patricia", "email": "[email protected]", "profile": "554023000000015975", "last_name": "Boyle" } ] }});
Webhook triggers can be used to run workflows based on events in your users’ Zoho CRM account. For example, you might want to trigger a workflow whenever new Accounts are created in Zoho CRM to sync your users’ Zoho CRM Accounts to your application in real-time.You can find the full list of Webhook Triggers for Zoho CRM below: