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Zoho CRM

With Zoho CRM modules in Boltic, you can manage leads, contacts, accounts, deals, and other CRM data within your Zoho CRM account.
To use the Zoho CRM modules, you must have a Zoho CRM account. You can create an account at Zoho CRM.

Authentication Ways​

  • OAuth2

OAuth2​

  • Obtain OAuth2 Credentials in Zoho CRM

    • Log in to your Zoho Developer Console.

    • Navigate to API Console and click on Add Client.

    • Select Server-based Applications and fill in the required details:

      • Client Name: Enter a name for your application.
      • Client Domain: Enter your application’s domain.
      • Redirect URI: Enter https://asia-south1.api.fcz0.de/service/webhook/integration/v1/zoho/oauth2/callback.

    • Click Create. You will receive a Client ID and Client Secret.

    • In Boltic, navigate to the Zoho CRM integration settings and enter your Client ID, Client Secret, and Redirect URI.

    • Click Authorize to connect your Zoho CRM account.

    • You will be redirected to Zoho CRM to authorize the connection.

    • Once authorized, you will be redirected back to Boltic. Save the configuration and test the connection.