Use Zoho CRM in your Crisp app.
Leads, contacts and deals in Zoho.
Sign people in with their Zoho account so the app can read and update leads, contacts, accounts and deals. You register a client in the Zoho API console and paste its id and secret, plus the region your account lives in.
What you need.
Sign in with your Zoho CRM account in a new window and choose what your app may do. Crisp keeps the sign-in and hands your app a fresh token whenever it needs one, so no key is ever pasted or stored in your app.
- Read and update leads, contacts, accounts, deals and other modules always
- Read CRM settings such as fields, layouts and pipelines
- See the users in your CRM
Prefer your own Zoho CRM app? Paste its client id and secret instead, and your app runs the sign-in itself on your own pages:
- Client ID
ZOHO_CLIENT_ID- api-console.zoho.com, your Server-based Application. Starts with 1000.
- Client secret
ZOHO_CLIENT_SECRET- Same page
- Data center optional
ZOHO_REGION- The domain ending of your Zoho account: com (the default), eu, in, com.au, jp, ca or sa
How to connect.
-
Open your project, or start a new one from the dashboard.
-
Open the workspace menu and choose Connectors, then pick Zoho CRM.
-
Choose what your app may do and press Connect. You approve it with Zoho CRM in a new window, and your app can use the service from then on.
Then ask for the feature
- “Send form leads to Zoho CRM”
- “Show open Zoho deals for the signed-in rep”
What happens to your keys.
- Each key is saved as a private setting of your project, under the name shown above.
- The AI that builds your app sees only the names. It writes code that reads each key by name, and never the value.
- The values reach your preview and your published app, and never the chat, the code or the logs.
- Open Connectors in your project to replace a key or disconnect the service. Publish again so your live app uses the change.
Service names and logos belong to their owners; Crisp is not affiliated with them. A service changes its keys and pages now and then. Found something out of date? Tell us and we will correct it.
Ask for the feature, and Crisp builds it with Zoho CRM.
Free plan with $3 of AI usage a month, no credit card. Pro is $20 a month. See pricing.
No credit card. Your code and data stay yours.