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Zoho CRM

Connect to your users' Zoho CRM accounts.

Setup Guide

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:
  • Client ID
  • Client Secret
  • Scopes Requested
This is an API-only integration - workflow actions for this integration are still in development. You can still connect user accounts, build workflows, and access the API for this integration.

Creating a Zoho CRM app

To get started, you'll need to create an app in the Zoho API Console.
  1. 1.
    Sign in with your Zoho CRM Developer Account.
  2. 2.
    Click "Add Client" in the top right:
  3. 3.
    Select "Server-based Applications" as the Client Type:
  4. 4.
    Add your website as the Homepage URL.
  5. 5.
    Add https://passport.useparagon.com/oauth as an Authorized Redirect URI.

Add the Redirect URL to your Zoho CRM app

Paragon provides a redirect URL to send information to your Zoho CRM app. To add the redirect URL to your Zoho CRM app:
1. Copy the link under "Redirect URL" in your integration settings in Paragon. The Redirect URL is:
https://passport.useparagon.com/oauth
2. In your Zoho CRM Developer Account, select your application.
3. Under Authorized Redirect URIs, paste-in the Paragon Connect redirect URL found in Step 1.
4. Copy the Client ID and Client Secret provided by Zoho CRM.

Add your Zoho CRM app to Paragon

Under Integrations > Connected Integrations > {YOUR_APP} > 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.
Leaving the Client ID and Client Secret blank will use Paragon development keys.

Connecting to Zoho CRM

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.
// You can find your project ID in the Overview tab of any Integration
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
// Retrieve the user's data
await paragon.request("zohocrm", "users", {
method: "GET",
});
// Add a user to your organization
await paragon.request("zohocrm", "users", {
method: "POST",
body: {
"users": [
{
"role": "554023000000015969",
"first_name": "Patricia",
"email": "[email protected]",
"profile": "554023000000015975",
"last_name": "Boyle"
}
]
}
});

Building Zoho CRM workflows

Once your Zoho CRM account is connected, you use the Zoho CRM Request step to access any of Zoho CRM's API endpoints without the authentication piece.
When creating or updating records in Zoho CRM, you can reference data from previous steps by typing {{ to invoke the variable menu.
Last modified 27d ago