Integrate iPaaS.com with Zoho CRM to enable data synchronization of contacts, products, and sales orders between the two systems.
How to Connect
Prerequisites
Before setting up the integration, make sure you have:
A Zoho CRM account with administrator privileges.
Access to the Zoho API Console (
https://api-console.zoho.com).A Client ID and Client Secret generated in the Zoho API Console for a Server-based Application.
The authorized redirect URL registered on that Zoho application:
Production:
https://portal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/appStaging:
https://stagingportal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app
For the step-by-step walkthrough of creating the Zoho application and obtaining these credentials, see the Zoho CRM Installation Instructions.
Configuration Details
Each value below is entered on the Zoho CRM subscription settings page in iPaaS.com:
API Url: the base URL for the Zoho CRM API in your data-center region. Example:
https://www.zohoapis.com/crm.Client_Id: the Client ID generated in the Zoho API Console.
Client_Secret: the Client Secret generated in the Zoho API Console.
Region: the Zoho data-center region that hosts your organization's data.
Raise Custom Field Not Found Exception: controls what happens when a mapped custom field cannot be matched to a Zoho CRM field.
Configure Subscription Settings
Navigate to the Zoho CRM subscription settings and provide the following:
Field | Description | Required | Example |
API Url | Base URL for the Zoho CRM API in your region. | Yes |
|
Client_Id | Client ID generated in the Zoho API Console. | Yes |
|
Client_Secret | Client Secret generated in the Zoho API Console. | Yes |
|
Region | Zoho data-center region hosting your organization's data. Determines the API and accounts hosts. | Yes |
|
Raise Custom Field Not Found Exception | When True, a transfer stops with an error naming any mapped custom field that cannot be matched in Zoho CRM. When False, the value is sent anyway and Zoho CRM ignores the unrecognised field, so the mapping fails silently. | No |
|
The Region options are zoho.com, zoho.eu, zoho.in, zoho.com.au, zoho.jp, zohocloud.ca, zoho.sa, and zoho.uk. Select the region that matches your Zoho CRM account's data center — an incorrect region prevents authentication. Subscribers or their MiSP who are still configuring the integration are advised to set Raise Custom Field Not Found Exception to True so field-name problems surface clearly.
Authentication Methods
The integration authenticates to Zoho CRM with OAuth 2.0.
In the Zoho API Console, select Add Client → Server-based Applications.
2. Provide a client name, the homepage URL
https://portal.ipaas.com, and the authorized redirect URL for your environment (see Prerequisites).
3. Create the client and note the Client ID and Client Secret.
4. In iPaaS.com, open the Zoho CRM subscription settings, enter the API Url, Client_Id, Client_Secret, and Region, and save.
5. Return to the subscription and click the Authenticate icon. 6. When redirected to Zoho CRM, grant access by clicking Accept.
7. Return to iPaaS.com and refresh the subscription. On success, the access token and refresh token are stored and the connection is ready. iPaaS.com refreshes the access token automatically as it expires.
Initialization Support
Currently, initialization is not supported for Zoho CRM in iPaaS.com. All data synchronization and mappings must be configured during the integration process. For an initial bulk load of an existing data set, use the supported bulk sync using Postman approach.
Throttling
Throttling limits how many API calls the integration makes to Zoho CRM in a given window, so Zoho CRM's own rate limits are respected during heavy transfers. The throttle fields are pre-populated by the integration's settings and can be adjusted for your Zoho CRM edition's allowance. See the Subscription Configuration – Edit article for how to change them.
Note that Zoho CRM's own API limits are not absorbed by the integration — a transfer rejected for exceeding a limit fails and must be re-run. See the Zoho CRM Known Limitations article for detail.