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Zoho CRM Integration

1 min read

🔴 Zoho CRM Integration Guide

Platform: Pluto AI Studio

🔷 Overview

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

You will need:

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

⚙️ Step 1 — Open Zoho API Console

  1. Go to:

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

🔐 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

🔑 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

—

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

🔗 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

✅ Step 5 — Test Integration

Create or update a record in Zoho CRM

✅ Data should sync with Pluto AI Studio

🚨 Troubleshooting

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

🎉 You’re Done!

Your Zoho CRM is now connected.

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