Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Connectors

Zoho offers integration support for a wide range of third-party applications, including  core Google services (Contacts, Calendar and AdWords) and Microsoft software (MS Office, MS Outlook, etc.). However, there are some services that cannot be integrated directly with your CRM, such as Dropbox, PandaDoc, and Google Drive. In these cases, you can use a connector to expand Zoho's third-party support. Connector uses OAuth 2.0 protocol to facilitate this integration.

 OAuth 2.0

OAuth 2.0 is an industry-standard, open-source authorization protocol, which is used to gain partial access to a user's account on an HTTP service. An example of an OAuth 2.0 authorization is the sign in screen that appears when  a third-party application (also known as a client) requests partial access to a social media account, such as Facebook, Google, or Yahoo.

 Important terminology

  • Client - The application requesting access to data stored in an external system. When creating a connector in Zoho Developer Console, the client is Zoho CRM or your custom vertical CRM system.
  • Resource - The application or service that the client is trying to access. In our case, the resource is the third-party service (ex: Dropbox) you are trying to integrate.
  • Request Token URL - This URL is used to send authorization requests to the resource server. The resource server prompts the resource owner (user) to authorize this request.
  • Access Token URL - Once the request is authorized by the resource owner, the server sends an access token to the client. This token has to be exchanged every time the clients wants to access the resource data.
  • Refresh Token URL - Some access tokens are valid only for a limited period of time. When an access token expires, the client has to get another access token from the resource, using the refresh token URL.
  • Client ID - A unique identifier provided to every client application. This ID is provided by the resource owner.
  • Client Secret - Every client application has a secret code mapped to it. This is done to prevent unauthorized access to the resource.
  • Redirect URL - This is the URL to which the end user will be redirected, once data access has been authorized. The client application will generate a redirect URL automatically.

 

 Create a connector

To create a connector

  1. Log in to Zoho Developer console and click Build Connectors.
  2. Click Create Connector.
  3. Provide a suitable name and description for the connector.
  4. Provide the following details about the third-party server:
    • Request Token URL: This allow the connector to request authorization to access data on the resource server.
    • Access Token URL: Once authorized, the Request Token and Token Key will be exchanged for the Access Token, allowing the connector to draw specific information from the third-party server.
    • Refresh Token URL: Some applications increase security by limiting the duration of time a particular token is valid. In these cases, you will need to provide the Refresh Token URL to allow the connector to reauthorize access.
  5. Click Save.
  6. Provide the Client ID and Client Secret of your application in the space provided.
    This Client ID and Client secret can be obtained by creating a OAuth 2.0 client/ application (terminology varies with the resource application) . An example  is provided at the bottom of this page.
  7. Copy the Redirect URL available in the Set Client Credentials page and enter it in the appropriate space in your web application.
    This is the URL to which the user will be redirected once the authorization process is complete.
  8. Click Save.
     

About Tokens

Request Tokens, Access Tokens and Refresh Token URLs are provided by the web application. You can obtain these URLs from the developer space of the web app. For example, the URLs for Google applications can be obtained here .

For any service, the Request Token, Access Token and Refresh Token URLs will have multiple parameters, including scope, state, client id, and access type. These parameters can vary from service to service. However, three parameters are common to all the services: Redirect URL, Client ID and Response type. These parameters will be handled by Zoho. If there are any other mandatory parameters such as 'scope', 'state', or 'access type', the developer will have to supply them in the format specified by the third-party service.

Sample Google API:

https://accounts.google.com/o/oauth2/v2/auth?
scope=email%20profile&
state=security_token%3D138r5719ru3e1%26url%3Dhttps://oa2cb.example.com/myHome&
access_type=offline

 Add APIs

Once your connector has been created, define the actions it can perform by adding an API for each action taken by the connector. For example, once you have integrated with Google Drive, you can export your CRM data to your google drive or import data from drive to CRM. Both these process will require different APIs. These APIs will be available in the developer documentation of the application.

To add an API

  1. In your Zoho Developer Console home page, click Connectors.
  2. Click Add API when hovering over your chosen connector.
    The Create Connector API page will appear.
  3. In the Create Connector API page, fill in the following details:
  • Provide a name for the API.
  • Choose the Method type and provide the API URL.
    The API method type and the API URL can be obtained from the resource application.
    Incase your API's URL contains dynamic values, they should be preceded by a "$" symbol and enclosed within {..}.
    For example, http://example.com/callback?id=${myid}&key=${mykey}.
    Here myid and mykey are dynamic variables whose values you will have to define in the custom function that is used to invoke  this API.
  • Specify the header fields and URL parameters.
  • Specify the header fields and the URL parameters if applicable and click Create.
    Once it's been is added, you can validate the API by executing and checking the response.

Once the API is added, you can validate the API by executing and checking the response.

 To execute an API

  1. In the Connectors page, hover over the connector containing the API to be executed and click View All API.
    A new page will appear, displaying all APIs associating with the connector.
  2. Click Execute next to the API you're interested in.
  3. If the API fails, you will be notified in the API response area. Make changes in the code and then execute it again.

 Publish a connector

Publishing a connector technically means publishing the APIs associated with the connector. Your connector will be automatically published as soon as the first API associated with it is published.

To publish an API

  1. In the Connectors page, hover over the connector in which the API has to be added and click View All API.
  2. Hover over the API you'd like to publish and click the Publish.
  3. Click OK.

Both the API and the connector will now be published, allowing you to add this connector to your extension.

 Add connector to an extension

To associate connectors to your extension

  1. In your Zoho Developer Console home page, click Extensions for Zoho CRM.
  2. Select the extension to which you'd like to associate the connector.
  3. Click Connectors in the left pane.
  4. Click Add Connector.
  5. Choose the connector you'd like to add from the list of available connectors and click Add.
  6. In the resulting pop up, enter the Client ID and Client Secret, unique codes provided by the third-party service.
    This will be used to authorize your account during the integration.
  7. Copy the auto-generated Redirect URL available in this page and provide it to the third-party service.
  8. Click Save.
  9. This adds the connectors and all its associated APIs to your extension.

Note

  • Only the connectors that have been published will be displayed in the list of connectors in Add Connector pop-up. Before trying to add a connector with an extension make sure it is published and ready to access.

 

 Invoke Connectors

Once your connector is published and added to an extension, it can be invoked whenever necessary. You can invoke a connector using a custom function.

The syntax for the custom function to invoke a connector is

response_variable =zoho.crm.invokeConnector("API unique identifier",map);

The API unique identifier can be obtained from the extension in which the connector is associated.

Map() function is used to replace dynamic values present in the API with user-specific values. For example, if the API must fetch the lead's details such as name, email address, contact number, etc., these values will be represented by a dynamic value in the API. This dynamic value can be replaced with the actual value from the Leads Details page using the map() function. Examples given later in this document will give more detailed information about this function.

To know more about the functions and variables used in writing custom functions, to learn more, click Custom Functions .

To find the API identifier

  • In the Extension's Details page click Connectors and select the connector you're working on.
  • Click View All APIs and select the API you're interested in. The page that appears contains the unique API identifier.



    This page will contain the API unique- identifier.

    An example custom function is provided here .

 Sample Connector

To demonstrate how connectors work, let's take a look at an example scenario. Suppose you want to add certain CRM contacts (those matching a particular criteria) to your Google contacts list. Zoho's existing Google contact integration won't work for your purpose because it syncs the entire CRM contact list with Google contacts. To get the functionality you need, you'll have to create a connector that integrates your CRM system with Google contacts and then write a custom function that executes this connector whenever particular conditions are satisfied.

Step 1: Provide the Request, Access, and Refresh Token URLs

The first step is to provide the Request Token, Access Token and Refresh Token URLs from the Google server.

  1. In your Zoho Developer Console homepage, click Build Connectors.
  2. Click Create Connector.
  3. Provide the Request, Access, Refresh token URLs for Google Contacts:
  • Request Token URL:
    https://accounts.google.com/o/oauth2/v2/auth?scope=https://www.google.com/m8/feeds
  • Access Token URL:
    https://www.googleapis.com/oauth2/v4/token
  • Refresh Token URL:
    https://www.googleapis.com/oauth2/v4/token
  • Click Save.

Note

  • The basic format for a Request Token URL is <requesttokenURL>?scope="<scopelink>".
  • To create a specific Request token for Google Contacts, combine the Google Request token URL ("https://accounts.google.com/o/oauth2/v2/auth") with the scope for Google Contacts ("https://www.google.com/m8/feeds").
  • Thus the complete request token URL should be
    https://accounts.google.com/o/oauth2/v2/auth?scope=https://www.google.com/m8/feeds

Step 2: Provide the Client ID and Client Secret

The next step is getting your application's Client ID and Client Secret from Google.

To get these credentials

  1. In the Google Developer Console home-page , click Select a Project in the upper right corner of the screen. A drop-down list will open. Choose Create a Project.

  2. Provide a name for your project.
  3. A default Project ID based on the project name will be generated. Click Edit to change the ID.
  4. Click Create.
  5. Click Enable and Manage APIs at the top of the dashboard on the Google Developer Console.
  6. Click Google APIs and select Contacts API under the Google Apps APIs tab.
  7. Click Enable.
  8. Once the API is enabled, choose Credentials in the left pane.
  9. Click Create Credentials and select OAuth Cliend ID.
  10. In the Create client ID page, do the following
    • Select Web application as the Application type.
    • Provide a Name for the credential.
    • Provide a Redirect URL.
      This URL can be obtained from the Zoho Developer Console.
    • Click Create.
  11. Your client ID and client secret will be generated.

    Copy the ID and Client Secret and paste them into the Zoho developer console.
  12. Click Save.

Step 3: Authorize your connector

Once your connector has been created, it will need to be authorized in order to sync with your Google account.

To authorize your connector

  1. In the Connectors page of your Zoho developer, click Authorize link next to the connector you're working on.
  2. If you're not already logged in to your Google account, you will be prompted to do so.
  3. Once you're logged in, the authorization window will explain the access permissions for the connector.
  4. Click Allow.
    Your connector is now authorized.

Step 4: Add APIs

After you've created your connector, you have to add APIs to perform the necessary action. Each operation will have a different API.

To add APIs

  1. In your Zoho Developer Console home page, click Connectors.
  2. Click Add API next to the connector you're wokring on.
  3. Fill in the required details on the Create Connector API page.
  4. To add new contacts to your Google Contacts, fill in the following API details:
    • Method type- Post
    • API URL- https://www.google.com/m8/feeds/contacts/{userEmail}/full
      In place of "useremail" use default to refer to the authenticated user.
    • Header Fields- Content-Type: application/atom+xml
    • Request Body-
      <atom:entry xmlns:atom="http://www.w3.org/2005/Atom"
      xmlns:gd="http://schemas.google.com/g/2005">
      <atom:category scheme="http://schemas.google.com/g/2005#kind"
      term="http://schemas.google.com/contact/2008#contact"></atom:category>
      <gd:name>
      <gd:givenName>${Fname}</gd:givenName>
      <gd:familyName>${Lname}</gd:familyName>
      </gd:name>
      <atom:content type="text">Notes</atom:content>
      <gd:email rel="http://schemas.google.com/g/2005#work"
      primary="true"
      address="${Email}" displayName="${Fname}"></gd:email>
      <gd:phoneNumber rel="http://schemas.google.com/g/2005#work"
      primary="true">
      ${Mobile}
      </gd:phoneNumber>
      </atom:entry>
    • The APIs for other operations are available here .
  5. Click Create.
  6. Execute  your API.
    Once your API has been executed successfully, publish your API and assocaiate the connector to your extension.

 Step 5: Write a custom function to invoke the connector

Once the connector has been published and associated with the extension, it can be invoked using a custom function. Using a connector, you can do either of the following:

1. Post data from CRM to your Google Contacts account.

For example, if you want to add a new contact from your CRM to Google Contacts if the contact's mailing address lists the country as Ireland. You'll need to write a custom function that invokes the connector, then associate the custom function with a workflow rule. Create a workflow rule with the following settings

  • Module: Contacts
  • Rule Trigger: Based on a record action whenever a record is created.
  • Rule Criteria: Mailing country is Ireland.
  • Instant Action: Call Custom Functions

The custom function for the case mentioned above is :

Fnam = input.contact.get("FIRSTNAME");
Lnam = input.contact.get("LASTNAME");
mail = input.contact.get("EMAIL");
Mob = input.contact.get("MOBILE");
map = { "Fname" : Fnam, "Lname" : Lnam, "Email" : mail, "Mobile" : Mob};
response = zoho.crm.invokeConnector("googledrive.contacts",map);

This custom function will create a Google Contact entry for your customer.

2. Get data from Google Contact to your Zoho CRM.

You can get data from third party services( Ex: Google Contacts) and add it to your Zoho CRM. The custom function to achieve this action is

mapp=Map();
resp=zoho.crm.invokeConnector("googleintegration.contactsintegration.addcontacttogoogle",mapp);
if(resp.get("status_code").contains ("201")){
apiresponse = resp.get("response");
//Use the variable "apiresponse" to get the required data from the API that was executed

}