Skip to main content

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 Integrations section in Freeform Settings (Freeform → Integrations).
  • Find Zoho in the list of service providers.
  • Copy the URL in the OAuth 2.0 Return URI field to your clipboard.
  • Leave this page open.
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, paste the automatically generated OAuth 2.0 Return URI from Freeform.
    • Then click Create to save the new Client ID.
  • On the next page, take note and copy the Client ID and Client Secret tokens.
3

​Prepare the Connection

  • Flip back to the Freeform CP browser tab.
  • Enter Zoho credentials in the next 2 fields:
    • Paste the Zoho Client ID value into the Client ID field in Freeform.
    • Paste the Zoho Client Secret value into the Client Secret field in Freeform.
  • Click the Save button.
4

​Finish the Connection

  • After the integration is saved, you will see an Authorize button appear.
  • Click the Authorize button.
    • A popup will load the Zoho OAuth page to allow permissions.
      • If not currently logged in, fill in your credentials.
      • Click Allow when asked for permissions.
    • The popup will then close and you're be back at the Integration page.
  • If authorized successfully, you'll see a green Authorized status at the top beside the integration name.
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.

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.

Page Feedback