Authorization Process With Zoho CRM

To integrate with Zoho CRM follow, the below steps.

Process of Authorization and Integration

1. Search & Select Zoho CRM from the actions pages

2. Integration Name: Set the proper integration name Default it’s taken “Zoho CRM”.

3. Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console-> Get Started-> Server-based Applications.

4. Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click CREATE button

5. A Client ID and a Client Secret will be generated. Then go to the Client Secret tab

6. Then copy the Client ID and Client Secret and paste it to the Bit Integrations integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button

7. Select a Module and Layout from the drop-down list. Map all the mandatory CRM fields to the corresponding fields in your form.

Related List

1. You can send data Zoho CRM related list from Trigger. Select the required related list module and layout from the drop-down provided. Then map the mandatory field. To map more fields, click on the (+).

Actions

Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings. All the actions are described below.

1. Workflow: Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work.

2. Attachment: To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data.

3. Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.

4. Blueprint: Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.

5. Upsert Record: Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen. The record will update based on email address.

6. Assignment Rules: When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.

7. Tag Records: When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag.

8. Record Owner: Select this option you can set a record owner of the sent record.

Save Integration

1. After clicking on Finish & Save, the Zoho CRM integration is ready.

2. We have an option in every integration “Timeline,” where you can check integration success or error status.