Setting Up the Zoho CRM Add-On

Pre-Requisites

IMPORTANT: Zoho CRM’s API Version 1.0 has been deprecated and will no longer work as of 12/31/2019. You MUST switch to the OAuth Authentication Method, which uses API Version 2.0, by this time in order for continuous operation of the Zoho CRM add-on.

Until you have switched to the OAuth Authentication option, you will see the message “Zoho CRM’s v1 API has been deprecated. To use the v2 API, please switch your Zoho CRM Authentication method to OAuth Authentication.” in your Dashboard.

Zoho CRM Settings

  1. Log into your WordPress admin dashboard.
  2. On the left side navigation menu, hover over Forms and click on Settings.
  3. From this page, click the Zoho CRM tab.

Authentication (v1.8)

  1. Click the “Connect to Zoho CRM” button.
    Zoho CRM Settings | Connect pane
  2. Click the “Accept” button to allow the Gravity API access to the data in your Zoho account.
    Zoho CRM 2.8 API Authenticate

Authentication (v1.7 and below)

  1. Choose a method of authentication.

    a. OAuth Authentication (recommended) Screenshot A
    This authentication method is available as of Zoho CRM Add-On version 1.6 and uses Version 2.0 of Zoho CRM’s API. This new API replaces version 1.0, which will no longer work as of 12/31/2019. This option MUST be used for Zoho CRM by then and you are encouraged to switch before its end-of-life date.

    1. Click the button to authenticate with Zoho CRM. If authenticated, the text “Signed into Zoho CRM.” will display with a De-authorize button.

    b. Email Address and Password Screenshot B
    This authentication method uses Zoho CRM’s original API, Version 1.0. This API has been deprecated and will no longer work as of 12/31/2019. You must switch to the OAuth Authentication option by then. If the OAuth Authentication option is not available, please download the latest Zoho CRM Add-On.

    1. Enter your Zoho CRM Email Address and Password.
    2. Click Update Settings. If you have entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks, please double check this information and try again.

    c. Third Party Service (Google Apps, Facebook, Yahoo) Screenshot C
    This authentication method uses Zoho CRM’s original API, Version 1.0. This API has been deprecated and will no longer work as of 12/31/2019. You must switch to the OAuth Authentication option by then. If the OAuth Authentication option is not available, please download the latest Zoho CRM Add-On.

    1. Click the button to generate an authentication token.
    2. Enter the token.
    3. Click Update Settings. If the token is correct, a green check mark will appear next to the button.
      Once you have authenticated, you are ready to begin creating a feed for the Zoho CRM Add-On.

Note: If your Zoho CRM account is hosted in the EU, you will need to configure the add-on accordingly. See the Zoho European Hosted Accounts page for more information.‎

Screenshots

A. OAuth Authentication Method

B. Email Address and Password Authentication Method

C. Third Party Service (Google Apps, Facebook, Yahoo) Authentication Method