Overview
If you would like to use OAuth to allow your customers to link their Zelt accounts, you'll need to register a Zelt Client and enter its credentials within Merge. This is recommended if you would like to have multiple end users link their accounts.
If you would like to use OAuth to allow your customers to link their Zoho CRM accounts, you'll need to create a Zoho CRM Application and enter its credentials within Merge. This is recommended if you would like to have multiple end users link their accounts.
Step 1: Sign up for a Zoho CRM.
If you do not yet have a Zoho CRM account, create one here!
Step 2: Create a Zoho CRM App
Following Zoho CRM's OAuth setup instructions, create your app!
Go to Zoho API Console and click GET STARTED.
Select the
Server-based Applicationsclient typeEnter the Client Name, Homepage URL, and Authorized redirect URI.
For the Authorized redirect URI, you must enter: https://app.merge.dev/oauth/callback
Once you create your application, you'll get your Client ID and Secret for the next step!
Step 3: Add your Zoho CRM client credentials to Merge
On the Merge Dashboard, navigate to the Integrations tab
Under CRM, identify the Zoho CRM integration
Enable the integration using the toggle on the right
Click Set up organization-level credentials
Select My Credentials
Enter the following information in the corresponding fields
OAuth Client Id: The Client ID value from “Auth” → “App credentials”\
OAuth Client Secret: The Client secret value from “Auth” → “App credentials”
OAuth Redirect URI: https://app.merge.dev/oauth/callback
