Zoho CRM + your agents
Push your deals to Zoho CRM (native upsert, never duplicates).
Who uses this connection
- Deals board
What you paste (4)
Zoho CRM
Push your Brohns deals into Zoho CRM (native upsert).
Refresh token (Self Client)
Zoho client ID
The Self Client's client ID (api-console.zoho.com).
1000.XXXXXXXX
Zoho client secret
The Self Client's client secret.
Client secret
Zoho datacenter
Your Zoho region suffix: com, eu, in, com.au or jp (default com).
eu
How to get it
Zoho CRM
- 1Open api-console.zoho.com → Self Client → Create.
- 2Generate a grant code with scope ZohoCRM.modules.deals.ALL (10 min validity).
- 3Exchange it once for a refresh token (accounts.zoho.<dc>/oauth/v2/token, grant_type=authorization_code).
- 4Paste the refresh token here; client ID + secret + datacenter in the fields below.
Zoho client ID
- 1Go to the provider's website and sign in (or create an account).
- 2Open the developer / API settings and create a API key.
- 3Copy the API key and paste it here, then Save.
Zoho client secret
- 1Go to the provider's website and sign in (or create an account).
- 2Open the developer / API settings and create a client secret.
- 3Copy the client secret and paste it here, then Save.
Zoho datacenter
- 1Go to the provider's website and sign in (or create an account).
- 2Open the developer / API settings and create a API key.
- 3Copy the API key and paste it here, then Save.
What it can't do on its own
Your key is stored encrypted, per user, and read server-side only — just in time, for one action. It never reaches the browser and never reaches a model.
Anything outward-facing — sending, publishing, paying, changing an order — waits for your approval, and that gate lives on the server. Refusals land in the same append-only audit trail as the things that went through.
Put Zoho CRM to work.
Free 7-day trial with 500 credits. No credit card. Nothing goes out without your approval.