Zoho CRM Installation Instructions

Go to the Zoho Developer Console.

Log in with your Zoho account credentials (the account that has access to Zoho CRM).

Once logged in to the API Console, click Add Client, navigate to My Apps to create a new OAuth Application.
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Click Server-based Applications.
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On the Create New Client screen, provide the following information:

Click Update. Zoho CRM generates a Client ID (public identifier for your app) and a Client Secret (a confidential credential that must be kept secure and not shared publicly).
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Go to Subscriptions and click Search Certified Integration Marketplace and Subscribe.
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Click the Zoho CRM integration tile.
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On the Subscription Settings page, click the Subscribe button.

Enter the name of the subscription and select a version. It can be set to any relevant and unique subscription name within the company where this subscription is created.

Select Create Default Mappings (recommended).
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NOTE: If you don’t want to create default mappings and want to create all mappings from scratch by yourself then uncheck this box.
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Provide the API URL endpoint for your Zoho CRM instance.

Provide the Client_Id and Client_Secret.

Navigate to the Edit Integration [Zoho CRM], edit the settings, and at the Authorization Type, select OAuth initiated within iPaaS.

Scroll to the bottom of the page to the Versions section and click the edit icon .

On the Edit Version page go to the OAUTH URL TEMPLATE text box and enter:
​https://accounts.zoho.com/oauth/v2/auth?scope= ZohoCRM.modules.ALL&client_id={Client_Id}&response_type=code&redirect_uri={SystemTypeVersion:RedirectUrl}&access_type=offline&state={iPaaSState}

Scroll to Custom Fields.

Click Add.

Name the field RedirectUrl and paste the following in the next field for the redirect URL:
​https://stagingportal.ipaas.com/customer/subscription-mgmt/subscriptions/authorization/app
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Go to the Zoho CRM Subscription that was created earlier.

Enter all authentication details, such as the Client ID and Client Secret (generated above).

Click the Authentication icon in the top toolbar.
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A new page opens.
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Click Accept.

When the authentication is validated, Zoho CRM displays a success message.

After the confirmation page is displayed, close the window.

Refresh the iPaaS.com subscription page.If successful, the Access Token and Refresh Token will be populated.

If an error occurs, double-check that all settings match the configuration described above.

Initiate a sample data pull. (To iPaaS.com)

Initiate a sample data push. (From iPaaS.com)

Run an end-to-end business process.

Validate key features like field mappings, workflow triggers, and logging.

Review integration logs in iPaaS.