Login To Zoho Account
With your paid version of Zoho account, login with your existing email id.
Go to Developer Console
As a new user, you will be navigated to ZOHO CRM Dashboard. On Clodura platform, to get the Client ID and Client Secret – go to accounts.zoho.com/developerconsole. Login with existing email ID. Cick on ‘Get started‘ button, and you will be on API console.
Create Self Client
- To get API Credentials, click – ‘Self Client’ button.
- Window for creating API Credentials will open up.
- Now Select self client and Click on Create.
- Click on Ok.
- You will get Client ID and Client Secret.
Generate the Grant Token
- To generate the Grant Token in ZOHO Accounts, Click on ‘Generate code’.
- Add Scope –ZohoCRM.modules.all,ZohoCRM.users.all,ZohoCRM.org.all,ZohoCRM.settings.all,aaaserver.profile.READ,ZohoCRM.settings. profiles.ALL (This scope is provide by Clodura)
- Select time duration (You can to change expiry minutes from 3 minutes up to 10 minutes).
- Add Scope description- Users,Modules,Settings,Org Scopes
- Click On “CREATE” button.
Select the Production
- Once you click on the “Create” button, you will be redirected to the CRM webpage.
- Click On CRM.
- Now click on Production as a “Clodura”.
- Click on “CREATE” button again.
Copy | Download the Grand Token
- See your token is generated.
- Copy or download the code to add it to Cloudra.
Login | CRM Integration With Clodura.AI Suite
- Login to Clodura.AI suite
- Go to Setting -> CRM Integration
- Toggle button below Zoho icon
- Paste the API Key copied from Zoho here
- Click on “Save” button.
Successfully Connected To Zoho
- You can see the pop-up once Zoho is connected to the Clodura suite.
- Click on “Ok” button.
Note: Grant Token needs to be generated every time there is change in ClientID/Secret. And is only valid for 3,5 and 10 minutes depending on respective selection of Expiry Time during generation of Grant Token.Note: Grant Token needs to be generated every time there is change in ClientID/Secret. And is only valid for 3,5 and 10 minutes depending on respective selection of Expiry Time during generation of Grant Token.
- Next, fill in the company details.
Company | Contact Field Mapping
- Company Field Mapping and Contact Field Mapping section opens up
- Company Name, Name and Email are mandatory fields (Note: No two fields should be same)
- Click on “Save” button.
- Once the field mapping is successfully done, the pop-up window appears to notify. Click on “Ok” button.
Enable Zoho CRM
- Click on Enable radio button to enable Zoho CRM.
- You can now add companies and contacts to Zoho CRM.
Add to CRM
- To add data to Zoho CRM – Go to, Companies > My Companies / Contacts > My contacts option.
- Now, click on companies to search for your ideal buyer.
- Select the companies and click on ‘Add to CRM’ button.
- Select Owner and click on “Ok” button.
- You will get success message that your companies are queued.