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Zoho CRM

The Zoho CRM plugin lets you manage records and attachments in your Zoho CRM instance. It supports creating, updating, deleting, and retrieving records, as well as uploading and downloading attachments. The plugin authenticates using OAuth with a Client ID, Client Secret, and Refresh Token. Use this plugin when your workflows need to automate CRM operations like lead management, contact updates, or data synchronization with Zoho CRM.

Prerequisites:

  1. Zoho CRM Account with Subscription.
  2. Client ID, Client Secret, and Refresh Token should be generated beforehand. For details, see ZOHO CRM: Generate Refresh Token.
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