Zoho CRM

Overview of the Zoho CRM integration.

The following documentation is for Zoho CRM v1.0.0.

Overview

This integration allows you to discover Zoho CRM modules (including custom modules) and interact with their records by listing, creating, updating, and deleting them.

The Zoho CRM integration supports discovery. Once connected, you can browse available modules directly from Kognitos, then enable the specific actions your automations need. See Custom Actions for setup instructions.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Zoho CRM

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Discovering Actions

After connecting, you can discover and enable the specific modules available in your Zoho CRM account:

1

Open the connection menu

Navigate to Integrations, find your Zoho CRM connection, and click the three-dot menu ⋯ next to the connection name. Select Configure Actions.

2

Browse and enable modules

Browse or search for the modules you need (including any custom modules). Toggle them on to enable them in your workspace.

3

Save and wait

Click Save to apply your configuration. Allow 1-2 minutes for Kognitos to complete the discovery process. Once finished, the enabled actions become available in your drafts and automations.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos.

OAuth Authorization Code

Connects to Zoho CRM using OAuth. Provide the Client ID and Client Secret from a self-client or web application you create in the Zoho API Console, then complete the Continue with Zoho flow.

Label	Description	Type
Client ID	OAuth client identifier from the Zoho API Console.	text
Client Secret	OAuth client secret from the Zoho API Console.	sensitive

Actions

The available actions for Zoho CRM depend on which modules you enable through the discovery process described above. Listing, retrieval, creation, update, and deletion are supported across the discovered modules.