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Recent Launches

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Payroll software with automated tax payments and filing.

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New

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

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New

Low-code IoT platform and solutions for connected businesses.

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New

Business formation service to launch and grow your businesses.

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Privacy-friendly application analytics solution.

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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.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

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

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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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.

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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.

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Marketplace
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Setting up Connected Apps

 Creating a Connected App

To create a connected app

  1. In the Zoho Developer console homepage, click Extensions for Zoho CRM.
  2. Click Edit below the extension for which your app will be created.
  3. Click Connected App in the left pane of the Extension Details page.
  4. Click Create Connected App.
  5. Provide a name and description for the app.
  6. Provide a Contact Email and Contact Number.
  7. Click Create.
  8. The connected application will be created and you will be redirected to the Connected App Details page where you can configure SAML and OAuth Settings.

 Configure SAML settings

Once you have created your connected app, you must configure the following SAML settings to allow single sign-on:

  • Configure SP details - Performed by the developer
  • Configure IdP details - Performed by the end user

Configuring SP settings

For single sign-on to work effectively, the developer has to configure the Service Provider parameters in the connected app. Parameters include Entity ID, ACS URL, Subject type, and Name ID format. Refer to the SAML documentation of the SP to get these details.

To configure SP settings

  1. On the Connected Apps  page, click Configure SAML corresponding to the application for which you want to provide SSO.
  2. Provide the Entity ID and ACS URL.
  3. Select a Subject type and Name ID format from the drop-down list.
  4. Click Save and then click OK.

Note

  • Certain services will have different Start URLs and ACS URLs for each user. In such cases, provide a dynamic value for the URL. This will enable the user to configure the URL according to their user account. The "$" symbol indicates the presence of a dynamic variable and will allow the user to configure URL. Without the "$" symbol, the system will not recognize the value as a dynamic variable and hence the user will not be able to configure the URL thereby making the extension ineffective.

Example:
The ACS URL of Zendesk is https://accountname.zendesk.com/access/saml where the account name is the Zendesk subdomain which is unique to a particular user. In this case enter the ACS URL as https://${accountname}.zendesk.com/access/saml

Configuring IdP settings

Once the SP details are configured in the developer console, the extension can be published and listed in the marketplace. The user who installs this extension will have to configure the IdP settings on the SP side to complete the integration.

To Configure the IdP settings in the SP

  1. Click Settings Icon [] , then select Setup.
  2. Under API, Apps & Integrations, click Extensions and select Installed Extensions tab.
  3. Click Configure corresponding to the connected app extension.
  4. Copy the IdP information and paste wherever it is asked in the SP.

 

 Initiating Single Sign-On

The single sign-on for the connected apps can either be initiated by the IdP or SP. In either case the end user is responsible for setting it up.

  Service Provider initiated SSO

The sign-on can be initiated from the Service Provider's end. The process is explained in this workflow chart . The user must configure single sign-on in the web application by following the steps provided by the app.

 Identity Provider initiated SSO

Certain services, such as Marketo, support IdP initiated SSO only. In this case, the user must initiate the sign-on from Zoho CRM by following these steps:

  1. Click Settings Icon [] , then select Setup.
  2. Under API, Apps & Integrations, click Extensions and select Installed Extensions tab.
  3. Click Configure corresponding to the connected app extension.
  4. Click the Application Name in the Connected Applications section.
    This will redirect the user to the application's login page, where the user can sign in using their Zoho CRM credentials.

Note

Developers should include a section about configuring the IdP settings and initiating single sign-on in the help documentation they provide along with their extension. Without this information, the user will not be able to configure their extension properly.

 Editing a Connected App

To edit a connected app

  1. In the Zoho Developer console homepage, click Extensions for Zoho CRM.
  2. Click Edit below the extension in which the connected app to be edited.
  3. Click Connected App in the left pane of the Extension Details page.
  4. In the Connected App Details page, click the Edit icon [] corresponding to the connected app that has to be modified.
  5. Modify the necessary values and click Save.

 Deleting a Connected App

To delete a connected app

  1. In the Zoho Developer console homepage, click Extensions for Zoho CRM.
  2. Click Edit below the extension in which the connected app has to be created.
  3. Click Connected App in the left pane of the Extension Details page.
  4. In the Connected App Details page, click the Delete icon [] corresponding to the connected app that has to be deleted.
  5. Read the alert in the pop-up and click OK.