Connect Zoho CRM
Creates a Zoho CRM lead for every enquiry.
Updated 2026-11-02
01What it does
- Rules: create a lead
02What you need
- Access token — kept encrypted, never shown again. A self-client OAuth access token from the Zoho API console.
- Data centre. com, eu, in, com.au …
03Connect it
- Open the Zoho API Console (api-console.zoho.com for .com accounts; use your data centre's console otherwise) → Add Client → Self Client.
- Generate a code with scope ZohoCRM.modules.ALL,ZohoCRM.settings.modules.READ and exchange it for an access token.
- In your site → Manage → Integrations, choose Zoho CRM, paste the access token and your data centre (com, eu, in…), and press Connect.
- Open the Rules tab in your site → Manage → Integrations, choose an event (e.g. "Form submitted") and pick an action from this tool. The fields are pre-filled from the form; glance, then save.
04Check it works
- The card shows Working.
- After a test enquiry the lead is under Leads in Zoho CRM.
05If it does not work
- INVALID_TOKEN after about an hour — Zoho access tokens expire after one hour. Paste a fresh token — refresh-token support is not built yet.
- INVALID_URL_PATTERN — The data centre is wrong. Accounts on zoho.in use in, zoho.eu use eu.
06Not supported yet
- Access tokens expire hourly and there is no OAuth refresh yet, so the connection needs a fresh token to keep working.