> For the complete documentation index, see [llms.txt](https://docs.kognitos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kognitos.com/guides/platform/integrations/zoho_crm.md).

# Zoho CRM

{% hint style="info" %}
The following documentation is for **Zoho CRM v1.0.0**.
{% endhint %}

## 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.

{% hint style="success" %}
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](/guides/platform/integrations.md#custom-actions) for setup instructions.
{% endhint %}

## Setup

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

* **Zoho CRM**

### Steps

Follow these steps to connect the integration in Kognitos:

{% stepper %}
{% step %}

#### Navigate

Using the left navigation menu, go to **Integrations** → **Explore Integrations**.
{% endstep %}

{% step %}

#### Find

Search for the integration and click on it.
{% endstep %}

{% step %}

#### Connect

Click on <kbd>**Connect**</kbd> to add a connection to the integration.
{% endstep %}

{% step %}

#### Configure

Add a name for the connection. You'll be prompted for [**authentication**](#authentication) details if needed. Then, click on <kbd>**Connect**</kbd>.
{% endstep %}
{% endstepper %}

### Discovering Actions

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

{% stepper %}
{% step %}

#### Open the connection menu

Navigate to **Integrations**, find your Zoho CRM connection, and click the three-dot menu <kbd>**⋯**</kbd> next to the connection name. Select <kbd>**Configure Actions**</kbd>.
{% endstep %}

{% step %}

#### 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.
{% endstep %}

{% step %}

#### Save and wait

Click <kbd>**Save**</kbd> 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.
{% endstep %}
{% endstepper %}

## 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](https://api-console.zoho.com/), 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

{% hint style="info" %}
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.
{% endhint %}


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