Skip to main content

Zoho

Prefer guided AI setup?

Instead of following these steps manually, you can use the AI Credential Assistant — describe what you want to connect and the AI will walk you through the setup step by step, tailored to your account.

Overview​

Zoho CRM is a comprehensive customer relationship management platform. Connect your Zoho CRM account to automate sales processes, customer management, and marketing workflows.

Authentication Type​

OAuth2

Setup Instructions​

Step 1: Create a Zoho Developer Account​

  1. Go to Zoho API Console
  2. Sign in with your Zoho account

Step 2: Create a Client​

  1. Click Add Client
  2. Select Server-based Applications
  3. Enter your application details:
    • Client Name
    • Homepage URL
    • Authorized Redirect URIs (add Nirvai's OAuth callback URL)
  4. Click Create

Step 3: Get Your Credentials​

  1. After creating the client, copy your Client ID and Client Secret
  2. Note your data center region (US, EU, IN, AU, CN)

Step 4: Connect in Nirvai​

  1. Add a new Zoho credential in Nirvai
  2. Click Connect to authorize access
  3. Select your data center region
  4. Log in to your Zoho account when prompted

Common Use Cases​

  • Manage leads and contacts
  • Track deals and sales pipeline
  • Automate email campaigns
  • Generate sales reports
  • Sync customer data

API Documentation​

Zoho CRM API Documentation

Next Steps​

Got your credential? Connect it to an agent

Use the AI Tool Creator to turn this credential into agent-callable tools. Describe what your agent should be able to do and the AI investigates the API, configures the endpoints, and gives you a reviewable toolkit before saving anything.