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Zoho CRMProRevised in 5.0+

This guide assumes you have a Zoho CRM account already.

​Compatibility

Uses OAuth flow on v2 of the REST API.

​Endpoints

Maps data to the following modules:

  • Leads
  • Deals
  • Contacts
  • Accounts

Does your project require something else?   Contact Us

​Fields

Maps data to the following field types:

  • Standard
  • Custom

​Setup Instructions

1

​Prepare Freeform's end for Integration

  • Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
  • Click the New Integration button at the top right.
  • Select Zoho (v2) from the Service Provider select dropdown.
  • Enter a name and handle for the integration. e.g. My Zoho Integration
  • Leave this page open and open a new tab to go to the Zoho site...
2

​Prepare Zoho's end for Integration

  • Go to the Zoho Developer Console website (accounts.zoho.com/developerconsole).
  • Click the Add Client button to begin:
    • Choose the Server-based Applications card
    • For Client Name, enter whatever you like, e.g. My Website.
    • For Homepage URL, enter the URL of the website you're using this integration on, e.g. https://my-precio.us.
    • For Authorized Redirect URIs, enter the automatically generated OAuth 2.0 Return URI from the Freeform CRM Integration page, e.g. https://my-precio.us/admin/freeform/settings/crm/myZohoIntegration
    • Then click Create to save the new Client ID.
  • On the next page, take note and copy the Client ID and Client Secret tokens and paste into your Freeform CP integration page (flip back to your other browser tab) in the Client ID and Client Secret fields respectively.
3

​Finish the Integration

  • Flip back to the Freeform CP browser tab, and click Save at the top right corner of Freeform page.
  • You will be redirected to a Zoho OAuth page to allow permissions.
    • If not currently logged in, fill in your credentials.
    • Click Allow when asked for permissions.
  • You will then be redirected back to the Freeform CRM Integration page.
4

​Verify Authorization

  • After the integration is saved, it'll return you to the list of CRM integrations.
  • Click into the newly created integration.
  • Confirm that there is a green circle with Authorized in the middle of the page.
5

​Configure the Form

To use this integration on your form(s), you'll need to configure each form individually.

  • Visit the form inside the form builder.
  • Click on the Integrations tab.
  • Click on Zoho in the list of available integrations.
  • On the right side of the page:
    • Enable the integration.
    • Select the API endpoints you wish to map to.
    • Map Freeform fields to the Zoho CRM fields as needed.
Finished!

Please note that if you set this up initially on a development environment, you will need to update your callback URL and reauthorize the connection on your production environment. However, your settings and field mappings will remain intact.

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