How to Connect
Prerequisites
Before setting up the Zoho CRM integration in iPaaS.com, ensure you have the following:
Zoho CRM Account with administrator privileges.
Access to the Zoho API Console.
Client ID and Client Secret, generated through the Zoho API Console:
Authorized Redirect URLs:
Production:
https://portal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/appStaging:
https://stagingportal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app
Configure Subscription Settings
Navigate to the Zoho CRM subscription settings in iPaaS.com and provide the following information:
Field | Description | Required | Example |
Name | Unique name for the Zoho CRM subscription in iPaaS.com. | Yes |
|
Version | Specifies the iPaaS.com integration version to use. | Yes |
|
Client ID | Generated from the Zoho API Console. | Yes |
|
Client Secret | Generated from the Zoho API Console. | Yes |
|
API URL | Base API URL for Zoho CRM API requests. | Yes |
|
Authentication Methods
OAuth 2.0 Authentication
Open the Zoho API Console and log in.
Select Add Client > Server-Based Applications > Create Now.
Fill in the following details:
Client Name:
iPaaS.comHomepage URL:
https://portal.ipaas.comAuthorized Redirect URIs:
https://portal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app
Click Create and save the Client ID and Client Secret.
Copy the Client ID and Client Secret values for later use. These will be necessary to connect your iPaaS.com subscription.
Open the Zoho CRM subscription settings in iPaaS.com.
Enter the API URL, Client ID, and Client Secret, then save the configuration.
Return to the subscription.
Click the Authenticate icon in iPaaS.com.
When redirected to Zoho CRM, grant access by clicking Accept. - You will be redirected back to iPaaS where you may Close Page.
Return to iPaaS.com and refresh the subscription to confirm authentication success.
Initialization Support
Currently, initialization is not supported for Zoho in iPaaS.com. All data synchronization and mappings must be configured manually during the integration process.
Throttling
Throttling ensures that Zoho’s API isn’t overwhelmed by excessive API calls, preserving system performance during heavy data transfers.
While the throttling fields are required, the values are pre-populated by the integration settings. For more details, refer to Subscription Configuration – Edit.