Databases & CRM
Set up Zoho CRM
Connect a Zoho CRM. It reads your accounts, contacts, deals and leads and how they relate, and turns each into a record the assistant reasons over, with the tasks, calls, events and notes logged against them. Read-only.
- In the Zoho API console (api-console.zoho.com) create a Self Client, and generate a grant with the ZohoCRM.modules.READ and ZohoCRM.users.READ scopes.
- Exchange the grant for a refresh token (Zoho's Self Client screen shows how), and note the client id and secret.
- Documents → Zoho CRM, pick your data centre, and paste the client id, secret and refresh token.
- Choose access groups, Test, then Sync.
Read-only. Deal amounts are totalled per account. Pick the data centre where the Self Client was created — the refresh token is bound to it (the API address is then read from the account automatically).
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Last updated 29 Aug 2026