Zoho CRM Integration

🔴 Zoho CRM Integration Guide

Platform: Pluto AI Studio

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🔷 Overview

This guide will help you connect your Zoho CRM to Pluto AI Studio.

You will need:

• ✅ Client ID
• ✅ Client Secret
• ✅ Refresh Token

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⚙️ Step 1 — Open Zoho API Console

1. Go to:
   
   Open Zoho API Console
   
2. Click “Add Client”
3. Select Server-based Applications

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🔐 Step 2 — Create Client

1. Enter app details
2. Set Redirect URL (use your backend URL if needed)
3. Click Create

👉 You will get:

• Client ID
• Client Secret

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🔑 Step 3 — Generate Refresh Token

Open this URL in browser (replace values):

https://accounts.zoho.com/oauth/v2/auth?
scope=ZohoCRM.modules.ALL&
client_id=YOUR_CLIENT_ID&
response_type=code&
access_type=offline&
redirect_uri=YOUR_REDIRECT_URI

1. Login to Zoho
2. Allow access
3. Copy authorization code from URL

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Now exchange code for refresh token:

https://accounts.zoho.com/oauth/v2/token?
grant_type=authorization_code&
client_id=YOUR_CLIENT_ID&
client_secret=YOUR_CLIENT_SECRET&
redirect_uri=YOUR_REDIRECT_URI&
code=AUTHORIZATION_CODE

👉 You will receive:

• Refresh Token

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🔗 Step 4 — Connect to Pluto AI Studio

1. Open integrations page:
   
   Go to Integrations
   
2. Select Zoho CRM
3. Enter:

Field	Value
Client ID	From Zoho Console
Client Secret	From Zoho Console
Refresh Token	Generated token

Click Connect / Save

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✅ Step 5 — Test Integration

Create or update a record in Zoho CRM

✅ Data should sync with Pluto AI Studio

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🚨 Troubleshooting

• Invalid credentials? → Recheck client details
• Token error? → Regenerate refresh token
• No sync? → Check API permissions

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🎉 You’re Done!

Your Zoho CRM is now connected.