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Zoho One

General Information

Website: zoho.com
Software type: Solution as a Software (Saas)
Geography: 🌍 Worldwide

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Introduction

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform. Deliver the Zoho integration your customers want in no time.

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Configure Zoho One

Prerequisite(s)
  • You need an OAuth 2.0 application registered in the Zoho API Console to enable the connector.
  • Activate the Zoho One integration on the Chift platform.
The Client ID and Client Secret required by the connector are not your Zoho account credentials (email/password). They are credentials generated when you register an application in the Zoho API Console.
Activation Process
  1. If you don’t already have one, create a Zoho account here.
  2. Register an OAuth 2.0 application in the Zoho API Console to obtain a Client ID and Client Secret:
    1. Go to the Zoho API Console and click GET STARTED (or ADD CLIENT if you already have an application).
    2. Choose Server-based Applications as the client type and click CREATE NOW.
    3. Fill in the required details:
      • Client Name: a name of your choice (e.g. Chift).
      • Homepage URL: https://chift.app
      • Authorized Redirect URI: https://chift.app/oauth2/redirect
    4. Click CREATE.
    5. Open the Client Secret tab of your newly created application — this is where you’ll find the Client ID and Client Secret. Copy both values.
    For more details, see Zoho’s client registration guide and the server-based applications guide.
  3. In the Chift back office, open the Zoho One connector and paste the Client ID and Client Secret you just retrieved, then save.

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Test Zoho One

To test the software integration, you can create your demo account here.

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Connect Zoho One

To activate a connection with Zoho One, users will have to go through the following steps.

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Zoho Invoice coverage