Zoho One

General Information

Website: zoho.com
Software type: Solution as a Software (Saas)
Geography: 🌍 Worldwide

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Introduction

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform. Deliver the Zoho integration your customers want in no time.

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Configure Zoho One

Prerequisite(s)
  • You need an Oauth 2 application to enable the connector.
  • Activate the Zoho One integration on the Chift platform.
Process
  1. Create an account here
  2. Create an OAuth2 app and following this guide (Server-based application)

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Test Zoho One

To test the software integration, you can create your demo account here.

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Connect Zoho One

To activate a connexion with Zoho One, users will have to go through the following steps.

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Zoho Invoice coverage

/folders Live

/invoices Live

/invoices/{invoice_id} Live

/products/{product_id} Live

/products Live

/contacts/{contact_id} Live

/contacts Live

/taxes Live

/taxes/{tax_id} Live

/invoices On request

/products On request

/opportunities On request

/opportunities/{opportunity_id} On request

/contacts On request

/payments On request

/payment-methods On request