Zoho CRM

Sales Ask adds a Note to the Deal linked to the matched Meeting, or to the Contact when there’s no Deal, and pulls Contacts and Meetings.

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What Sales Ask uses in Zoho CRM

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What you need

• Client ID
• Client Secret
• Refresh Token

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Create a Self Client

1. Go to the Zoho API Console and log in as a Zoho CRM admin.
2. Click Add Client, choose Self Client, and click Create. Confirm with OK.
3. On the Client Secret tab, copy the Client ID and Client Secret.

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Generate a refresh token

1. Open the Generate Code tab.
2. In Scope, paste these scopes exactly, as one comma-separated line:
   ZohoCRM.modules.contacts.ALL,ZohoCRM.modules.events.ALL,ZohoCRM.modules.notes.ALL,ZohoCRM.modules.deals.READ,ZohoCRM.settings.fields.READ,ZohoCRM.users.READ
   

   Scope	What Sales Ask uses it for
   ZohoCRM.modules.contacts.ALL	Read and search Contacts
   ZohoCRM.modules.events.ALL	Read Meetings (the Events module in the API)
   ZohoCRM.modules.notes.ALL	Add Notes to Deals and Contacts
   ZohoCRM.modules.deals.READ	Link Notes to the Deal behind a meeting
   ZohoCRM.settings.fields.READ	Read your Deal stages for status mapping
   ZohoCRM.users.READ	Read Zoho users

3. Set Time Duration to 10 minutes, enter Sales Ask as the Scope Description, and click Create.
4. Choose your Zoho CRM organization and copy the generated code.
5. Before the code expires, exchange it for a refresh token. Replace the three values and run:
   curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
     -d "grant_type=authorization_code" \
     -d "client_id=YOUR_CLIENT_ID" \
     -d "client_secret=YOUR_CLIENT_SECRET" \
     -d "code=YOUR_GENERATED_CODE"
   
6. Copy the refresh_token from the response.

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Connect in Sales Ask

1. Go to Settings → Integrations and search for Zoho.
2. Paste the Client ID, Client Secret, and Refresh Token.
3. Choose a matching method and click Save.