Partner Setup

This document will explain what is needed to setup access to Zoho and install the connector.

OAuth Setup

You’ll need to register your Cyclr Partner with Zoho so that you can obtain a Client Id and Secret. This can be done by following the instructions here: https://www.zoho.com/accounts/protocol/oauth-setup.html

The redirect URI in your Zoho app should be set as follows:

https://{{Your Cyclr service domain e.g. app-h.cyclr.com}}/connector/callback

You can find your Service Domain within your Cyclr Console from the Settings menu then Integration Settings.

Connector Setup

Once you have your Client ID and Client Secret from Zoho, you can go to your Cyclr Console, and click to set them in your Console’s Connector Library entry for Zoho CRM, so they’re automatically provided whenever you install the Connector in the future.

Tags: connector
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