If you would like to use OAuth to allow your customers to link Zoho CRM accounts with Merge, 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 linking their accounts.
Step 1: Sign up for a Zoho CRM.
If you do not yet have a Zoho CRM account, create one here!
Step Two: 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 Three: Populate your applications's partner details within Merge
Navigate to the CRM Integrations Configurations page in the Merge dashboard.
Expand the Zoho CRM Integration and select the "I am a Zoho CRM Partner..." checkbox.
For each parameter click Edit and enter the corresponding value.
OAuth Client Id: The Client ID value
OAuth Client Secret: The Client secret value
OAuth Redirect URI: https://app.merge.dev/oauth/callback