> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useparagon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Connect to your users' Zoho CRM accounts.

export const IntegrationsCompatibility = ({workflows = true, actionkit = false, proxy = true, managedSync = false, authType = "Basic Auth", integrationName: integrationNameProp, integrationSlug: integrationSlugProp}) => {
  const FEATURE_REQUEST_ENDPOINT = "https://agosnlmllwykglihfhiw.supabase.co/functions/v1/handle-vote";
  const FEATURE_REQUEST_HEADERS = {
    "Content-Type": "application/json",
    "Authorization": `Bearer sb_publishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`,
    'apikey': `sb_pubishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`
  };
  const SESSION_VOTE_PREFIX = "paragon_compat_vote:";
  const PURPLE = "rgb(102, 69, 230)";
  const slugifyFeature = label => label.toLowerCase().replace(/\s+/g, "-").replace(/[^a-z0-9-]/g, "");
  const integrationKeyFromPathname = pathname => {
    if (!pathname) return "";
    const match = pathname.match(/\/(?:resources\/)?integrations\/([^/?#]+)/);
    return match ? decodeURIComponent(match[1]).replace(/\/$/, "") : "";
  };
  const voteStorageKey = (integrationKey, featureKey) => `${SESSION_VOTE_PREFIX}${integrationKey}:${featureKey}`;
  const readVoteFromStorage = (integrationKey, featureKey) => {
    if (typeof sessionStorage === "undefined") return false;
    try {
      return sessionStorage.getItem(voteStorageKey(integrationKey, featureKey)) === "1";
    } catch {
      return false;
    }
  };
  const writeVoteToStorage = (integrationKey, featureKey) => {
    try {
      sessionStorage.setItem(voteStorageKey(integrationKey, featureKey), "1");
    } catch {}
  };
  const readPageTitleFallback = () => {
    if (typeof document === "undefined") return "";
    const h1 = document.querySelector("article h1") || document.querySelector("main h1") || document.querySelector('[class*="title"] h1') || document.querySelector("h1");
    const text = h1?.textContent?.trim();
    return text || "";
  };
  const getRuntimeConfig = () => {
    if (typeof window === "undefined") return null;
    return window.__PARAGON_FEATURE_REQUEST__ ?? null;
  };
  const resolveEndpoint = () => {
    const rt = getRuntimeConfig();
    if (rt?.endpoint) return String(rt.endpoint).trim();
    return String(FEATURE_REQUEST_ENDPOINT || "").trim();
  };
  const resolveHeaders = () => {
    const rt = getRuntimeConfig();
    const base = {
      ...FEATURE_REQUEST_HEADERS,
      ...rt?.headers && typeof rt.headers === "object" ? rt.headers : {}
    };
    return base;
  };
  const isValidEmail = s => (/^[^\s@]+@[^\s@]+\.[^\s@]+$/).test(String(s).trim());
  const renderCompatCheckSvg = (sizePx = 18) => <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 640 640" fill={PURPLE} style={{
    width: `${sizePx}px`,
    height: `${sizePx}px`,
    flexShrink: 0,
    display: "block",
    verticalAlign: "middle",
    margin: "0 auto"
  }} aria-hidden>
      <path d="M320 576C178.6 576 64 461.4 64 320C64 178.6 178.6 64 320 64C461.4 64 576 178.6 576 320C576 461.4 461.4 576 320 576zM438 209.7C427.3 201.9 412.3 204.3 404.5 215L285.1 379.2L233 327.1C223.6 317.7 208.4 317.7 199.1 327.1C189.8 336.5 189.7 351.7 199.1 361L271.1 433C276.1 438 282.9 440.5 289.9 440C296.9 439.5 303.3 435.9 307.4 430.2L443.3 243.2C451.1 232.5 448.7 217.5 438 209.7z" />
    </svg>;
  const products = useMemo(() => [{
    label: "Managed Sync",
    value: managedSync
  }, {
    label: "ActionKit",
    value: actionkit
  }, {
    label: "Workflows",
    value: workflows
  }, {
    label: "Proxy API",
    value: proxy
  }, {
    label: "Auth Type",
    value: authType
  }], [actionkit, managedSync, workflows, proxy, authType]);
  const [mounted, setMounted] = useState(false);
  const [resolvedIntegrationKey, setResolvedIntegrationKey] = useState(() => integrationSlugProp?.trim() || "");
  const [resolvedDisplayName, setResolvedDisplayName] = useState(() => integrationNameProp?.trim() || "Integration");
  const [inlineFormOpen, setInlineFormOpen] = useState(false);
  const [formFeature, setFormFeature] = useState({
    featureLabel: "",
    featureKey: ""
  });
  const [email, setEmail] = useState("");
  const [description, setDescription] = useState("");
  const [submitting, setSubmitting] = useState(false);
  const [submitError, setSubmitError] = useState("");
  const [voteClickError, setVoteClickError] = useState("");
  const [voteLogging, setVoteLogging] = useState(false);
  const [loggingFeatureKey, setLoggingFeatureKey] = useState("");
  const [, bumpVoteUi] = useState(0);
  const inlineCardRef = useRef(null);
  useEffect(() => {
    setMounted(true);
    const path = typeof window !== "undefined" ? window.location.pathname : "";
    const fromPath = integrationSlugProp?.trim() || integrationKeyFromPathname(path);
    setResolvedIntegrationKey(fromPath);
    const fromDom = readPageTitleFallback();
    const name = integrationNameProp?.trim() || fromDom || (fromPath ? fromPath.replace(/-/g, " ") : "Integration");
    setResolvedDisplayName(name);
  }, [integrationNameProp, integrationSlugProp]);
  const dismissInlineForm = useCallback(() => {
    setInlineFormOpen(false);
    setSubmitError("");
  }, []);
  const handleRequestClick = useCallback(async ({featureLabel, featureKey}) => {
    setVoteClickError("");
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setVoteClickError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    if (readVoteFromStorage(integrationKey, featureKey)) {
      return;
    }
    setLoggingFeatureKey(featureKey);
    setVoteLogging(true);
    const votedAt = new Date().toISOString();
    const ctaPayload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "cta_click",
      voted_at: votedAt
    };
    try {
      const endpoint = resolveEndpoint();
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(ctaPayload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; vote not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      writeVoteToStorage(integrationKey, featureKey);
      bumpVoteUi(v => v + 1);
      setFormFeature({
        featureLabel,
        featureKey
      });
      setEmail("");
      setDescription("");
      setSubmitError("");
      setInlineFormOpen(true);
    } catch (err) {
      setVoteClickError(err instanceof Error ? err.message : "Could not log your vote. Please try again.");
    } finally {
      setVoteLogging(false);
      setLoggingFeatureKey("");
    }
  }, [resolvedIntegrationKey, resolvedDisplayName]);
  useEffect(() => {
    if (!inlineFormOpen) return undefined;
    const id = window.setTimeout(() => {
      inlineCardRef.current?.scrollIntoView?.({
        behavior: "smooth",
        block: "nearest"
      });
    }, 80);
    return () => window.clearTimeout(id);
  }, [inlineFormOpen]);
  const submitEnrichment = useCallback(async () => {
    const trimmed = email.trim();
    if (!isValidEmail(trimmed)) {
      setSubmitError("Please enter a valid work email.");
      return;
    }
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setSubmitError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    const {featureKey, featureLabel} = formFeature;
    const endpoint = resolveEndpoint();
    const enrichedAt = new Date().toISOString();
    const payload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "enrichment",
      email: trimmed,
      description: description.trim() || undefined,
      voted_at: enrichedAt,
      enriched_at: enrichedAt
    };
    setSubmitting(true);
    setSubmitError("");
    try {
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(payload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; enrichment not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      setInlineFormOpen(false);
      setEmail("");
      setDescription("");
    } catch (err) {
      setSubmitError(err instanceof Error ? err.message : "Something went wrong. Please try again.");
    } finally {
      setSubmitting(false);
    }
  }, [email, description, formFeature, resolvedDisplayName, resolvedIntegrationKey]);
  const renderCompatProductCell = ({product, integrationKey, onRequestClick, alignWide, voteLogging, loggingFeatureKey}) => {
    const isAuthType = product.label === "Auth Type";
    const href = typeof product.value === "string" && !isAuthType ? product.value : null;
    const featureKey = slugifyFeature(product.label);
    const alreadyVoted = !isAuthType && integrationKey && !href && !product.value ? readVoteFromStorage(integrationKey, featureKey) : false;
    const unsupported = !isAuthType && !href && !product.value;
    const cellInner = isAuthType ? product.value : href ? <div style={{
      display: "inline-flex",
      alignItems: "center",
      gap: "6px"
    }}>
        {renderCompatCheckSvg()}
        <a href={href} className="compat-doc-link">
          Docs
          <svg width="11" height="11" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round"><path d="M7 17l9.2-9.2M17 17V7H7" /></svg>
        </a>
      </div> : product.value ? renderCompatCheckSvg() : alreadyVoted ? <span style={{
      fontSize: "12px",
      fontWeight: 500,
      color: "rgba(55, 55, 58, 0.85)"
    }} className="compat-requested-text">Requested</span> : <button type="button" className="compat-pill" disabled={voteLogging && loggingFeatureKey === featureKey} onClick={() => onRequestClick({
      featureLabel: product.label,
      featureKey
    })} style={{
      cursor: voteLogging && loggingFeatureKey === featureKey ? "not-allowed" : "pointer",
      opacity: voteLogging && loggingFeatureKey === featureKey ? 0.65 : 1
    }}>
        <svg className="compat-pill-plus" width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="3" strokeLinecap="round" strokeLinejoin="round" style={{
      color: PURPLE
    }} aria-hidden>
          <line x1="12" y1="5" x2="12" y2="19"></line>
          <line x1="5" y1="12" x2="19" y2="12"></line>
        </svg>
        {voteLogging && loggingFeatureKey === featureKey ? "Submitting..." : "Request"}
      </button>;
    if (alignWide) {
      return <div style={{
        fontSize: "13px",
        padding: "8px 8px",
        minHeight: unsupported || alreadyVoted ? "40px" : undefined,
        flex: 1,
        display: "flex",
        alignItems: "center",
        justifyContent: "center",
        textAlign: "center"
      }}>
          {cellInner}
        </div>;
    }
    return <span style={{
      fontSize: "13px",
      width: "80px",
      textAlign: "center",
      display: "inline-flex",
      justifyContent: "center"
    }}>
        {cellInner}
      </span>;
  };
  return <div style={{
    backgroundColor: "transparent",
    border: "0px solid rgba(225, 225, 229, 1)",
    borderRadius: "12px",
    padding: "0px 0px",
    overflow: "hidden"
  }}>
      <style>{`
        .compat-wide { display: flex; }
        .compat-narrow { display: none; }
        @media (max-width: 640px) {
          .compat-wide { display: none !important; }
          .compat-narrow { display: flex !important; }
        }
        
        .compat-doc-link {
          color: rgb(102, 69, 230);
          font-weight: 500;
          font-size: 13px;
          display: inline-flex;
          align-items: center;
          gap: 2px;
          text-decoration: none;
        }
        .compat-doc-link:hover {
          text-decoration: underline;
          text-underline-offset: 2px;
        }
        .dark .compat-doc-link {
          color: rgb(162, 140, 255);
        }

        .compat-pill {
          display: inline-flex;
          align-items: center;
          justify-content: center;
          gap: 4px;
          box-sizing: border-box;
          min-height: 32px;
          padding: 6px 12px;
          border-radius: 999px;
          border: 1px solid rgba(0, 0, 0, 0.12);
          background-color: rgba(250, 250, 249, 1);
          font-size: 12px;
          font-weight: 500;
          color: rgba(35, 35, 38, 1);
          font-family: inherit;
          line-height: 1.2;
          width: auto;
          text-decoration: none;
          margin: 0;
          transition: box-shadow 0.15s ease, background-color 0.15s ease, border-color 0.15s ease, color 0.15s ease;
        }
        .compat-pill:hover:not(:disabled) {
          box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
        }
        
        a.compat-doc-link {
          text-decoration: underline !important;
          text-underline-offset: 2px !important;
          border-bottom: none !important;
          box-shadow: none !important;
          background: none !important;
        }
        a.compat-doc-link:hover {
          opacity: 0.8;
        }

        .dark .compat-pill {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.1);
          color: rgba(255, 255, 255, 0.85);
        }
        .dark .compat-pill:hover:not(:disabled) {
          box-shadow: 0 2px 8px rgba(0, 0, 0, 0.3);
          background-color: rgba(255, 255, 255, 0.1);
        }
        .dark .compat-pill-plus {
          color: rgba(255, 255, 255, 0.85) !important;
        }
        .dark .compat-requested-text {
          color: rgba(255, 255, 255, 0.6) !important;
        }

        .compat-form-card {
          margin-top: 24px;
          width: 100%;
          box-sizing: border-box;
          background-color: #fff;
          border-radius: 16px;
          border: 1px solid rgba(0, 0, 0, 0.1);
          box-shadow: 0 8px 24px rgba(0,0,0,0.06);
          padding: 24px;
        }
        .dark .compat-form-card {
          background-color: #0f1114;
          border-color: rgba(255, 255, 255, 0.1);
          box-shadow: 0 8px 24px rgba(0,0,0,0.4);
        }

        .compat-form-close-btn {
          flex-shrink: 0;
          display: inline-flex;
          align-items: center;
          justify-content: center;
          width: 36px;
          height: 36px;
          margin: 0;
          padding: 0;
          border-radius: 8px;
          background: #fff;
          color: rgba(35, 35, 38, 0.75);
          font-size: 24px;
          line-height: 1;
          font-family: inherit;
          border: none;
        }
        .dark .compat-form-close-btn {
          background: rgba(255,255,255,0.05);
          color: rgba(255,255,255,0.7);
        }

        .compat-form-title {
          margin: 0 0 16px;
          font-size: 20px;
          font-weight: 700;
          color: #111;
        }
        .dark .compat-form-title {
          color: rgba(255, 255, 255, 0.95);
        }

        .compat-form-text {
          display: block;
          margin: 0 0 20px;
          font-size: 14px;
          color: rgba(55, 55, 58, 0.72);
          line-height: 1.5;
        }
        .dark .compat-form-text {
          color: rgba(255, 255, 255, 0.6);
        }

        .compat-form-label {
          display: flex;
          flex-direction: column;
          gap: 6px;
          font-size: 13px;
          font-weight: 500;
          color: #333;
        }
        .dark .compat-form-label {
          color: rgba(255, 255, 255, 0.85);
        }

        .compat-form-input-readonly {
          width: 100%;
          box-sizing: border-box;
          padding: 10px 12px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.08);
          background-color: rgba(250, 248, 245, 0.95);
          font-size: 14px;
          color: rgba(35, 35, 38, 0.95);
        }
        .dark .compat-form-input-readonly {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.1);
          color: rgba(255, 255, 255, 0.7);
        }

        .compat-form-input {
          width: 100%;
          box-sizing: border-box;
          padding: 10px 12px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.15);
          background-color: #fff;
          font-size: 14px;
          font-family: inherit;
          color: #111;
        }
        .dark .compat-form-input {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.15);
          color: rgba(255, 255, 255, 0.95);
        }

        .compat-form-submit {
          padding: 10px 16px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.15);
          background: #fff;
          font-size: 14px;
          font-weight: 700;
          font-family: inherit;
          color: #111;
        }
        .dark .compat-form-submit {
          background: rgba(255, 255, 255, 0.1);
          border-color: rgba(255, 255, 255, 0.2);
          color: rgba(255, 255, 255, 0.95);
        }
        .compat-form-tag {
          display: inline-flex;
          align-items: center;
          gap: 6px;
          padding: 6px 10px;
          border-radius: 8px;
          background-color: rgba(102, 69, 230, 0.12);
          border: 1px solid rgba(102, 69, 230, 0.35);
          color: rgb(102, 69, 230);
          font-size: 12px;
          font-weight: 600;
        }
        .dark .compat-form-tag {
          background-color: rgba(162, 140, 255, 0.15);
          border-color: rgba(162, 140, 255, 0.4);
          color: rgb(180, 160, 255);
        }
      `}</style>

      <div className="compat-wide" style={{
    flexDirection: "row",
    gap: "0px"
  }}>
        {products.map(f => <div key={f.label} style={{
    flex: 1,
    minWidth: 0,
    textAlign: "center",
    display: "flex",
    flexDirection: "column"
  }}>
            <div style={{
    fontSize: "13px",
    fontWeight: 500,
    padding: "6px 8px",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    overflow: "hidden",
    textOverflow: "ellipsis",
    whiteSpace: "nowrap",
    textAlign: "center"
  }}>
              {f.label}
            </div>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: true,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      <div className="compat-narrow" style={{
    flexDirection: "column",
    gap: "0px"
  }}>
        <div style={{
    display: "flex",
    justifyContent: "space-between",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    padding: "6px 0"
  }}>
          <span style={{
    fontSize: "13px",
    fontWeight: 500
  }}>Product</span>
          <span style={{
    fontSize: "13px",
    fontWeight: 500,
    width: "80px",
    textAlign: "center"
  }}>Supported</span>
        </div>
        {products.map(f => <div key={f.label} style={{
    display: "flex",
    justifyContent: "space-between",
    alignItems: "center",
    padding: "5px 0"
  }}>
            <span style={{
    fontSize: "13px"
  }}>{f.label}</span>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: false,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      {voteClickError ? <p style={{
    margin: "16px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
          {voteClickError}
        </p> : null}

      {inlineFormOpen ? <div ref={inlineCardRef} role="region" aria-labelledby="compat-feature-request-title" className="compat-form-card">
          <div style={{
    display: "flex",
    flexDirection: "row",
    alignItems: "center",
    justifyContent: "space-between",
    gap: "12px",
    marginBottom: "16px"
  }}>
            <div className="compat-form-tag">
              Feature request
            </div>
            <button type="button" onClick={dismissInlineForm} disabled={submitting} aria-label="Close feature request form" className="compat-form-close-btn" style={{
    cursor: submitting ? "not-allowed" : "pointer"
  }}>
              <span aria-hidden>×</span>
            </button>
          </div>
          <h2 id="compat-feature-request-title" className="compat-form-title">
            Request support for {formFeature.featureLabel}
          </h2>
          <p className="compat-form-text">
            Your vote has been recorded. Add your email and an optional note and we'll notify you when support is added.
          </p>

          <div style={{
    display: "flex",
    flexDirection: "column",
    gap: "16px"
  }}>
            <label className="compat-form-label">
              Integration
              <input type="text" readOnly value={resolvedDisplayName} className="compat-form-input-readonly" tabIndex={-1} />
            </label>
            <label className="compat-form-label">
              Feature
              <input type="text" readOnly value={formFeature.featureLabel} className="compat-form-input-readonly" tabIndex={-1} />
            </label>
            <label className="compat-form-label">
              Work email
              <input type="email" name="email" autoComplete="email" placeholder="you@company.com" value={email} onChange={e => setEmail(e.target.value)} className="compat-form-input" disabled={submitting} />
            </label>
            <label className="compat-form-label">
              Describe your use case (optional)
              <textarea placeholder="What would you build if this were supported?" value={description} onChange={e => setDescription(e.target.value)} rows={4} className="compat-form-input" style={{
    resize: "vertical",
    minHeight: "96px"
  }} disabled={submitting} />
            </label>
          </div>

          {submitError ? <p style={{
    margin: "14px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
              {submitError}
            </p> : null}

          <div style={{
    display: "flex",
    justifyContent: "flex-end",
    gap: "10px",
    marginTop: "22px",
    flexWrap: "wrap"
  }}>
            <button type="button" onClick={submitEnrichment} disabled={submitting} className="compat-form-submit" style={{
    cursor: submitting ? "not-allowed" : "pointer"
  }}>
              {submitting ? "Submitting…" : "Submit details"}
            </button>
          </div>
        </div> : null}
    </div>;
};

<IntegrationsCompatibility workflows={true} actionkit={false} proxy={true} managedSync="/managed-sync/integrations/zohocrm" authType="OAuth2" />

## Setup Guide

You can find your Zoho CRM app credentials in your [Zoho CRM Developer Account](https://accounts.zoho.com/developerconsole).

You'll need the following information to set up your Zoho CRM App with Paragon Connect:

* Client ID
* Client Secret
* Scopes Requested

### Creating a Zoho CRM app

### Add the Redirect URL to your Zoho CRM app

Paragon provides a redirect URL to send information to your Zoho CRM app. To add the redirect URL to your Zoho CRM app:

1. Copy the link under "**Redirect URL**" in your integration settings in Paragon. The Redirect URL is:

```
https://passport.useparagon.com/oauth
```

1. Visit the [Zoho API Console](https://api-console.zoho.com/).

2. Sign in with your Zoho CRM Developer Account.

3. Click "**Add Client**" in the top right:

<Frame>
  <img src="https://mintcdn.com/paragon/cqJFSKyZXJDp3p3z/assets/Screen%20Shot%202022-11-03%20at%209.10.23%20PM.png?fit=max&auto=format&n=cqJFSKyZXJDp3p3z&q=85&s=f6a62e3bbe2ced7b5b7c132e83bcd1a4" alt="" width="2078" height="942" data-path="assets/Screen Shot 2022-11-03 at 9.10.23 PM.png" />
</Frame>

4. Select "**Server-based Applications**" as the Client Type:

<Frame>
  <img src="https://mintcdn.com/paragon/cqJFSKyZXJDp3p3z/assets/Screen%20Shot%202022-11-03%20at%209.11.18%20PM.png?fit=max&auto=format&n=cqJFSKyZXJDp3p3z&q=85&s=8de7652160f86ee84339d814aa18ba5a" alt="" width="2586" height="1120" data-path="assets/Screen Shot 2022-11-03 at 9.11.18 PM.png" />
</Frame>

5. Add your website as the Homepage URL.

6. Paste-in the Redirect URL Paragon provides as an **Authorized Redirect URI**.

Zoho CRM provides you with the **Client ID** and **Client Secret** needed for the next steps after adding the redirect URL to your app.

### Add your Zoho CRM app to Paragon

Under **Integrations > Connected Integrations >** **Zoho CRM** **>** **Settings**, fill out your credentials from your developer app in their respective sections:

* **Client ID:** Found at the end of [Step 1](/resources/integrations/zohocrm#add-the-redirect-url-to-your-zoho-crm-app) on your Zoho CRM App page.
* **Client Secret:** Found at the end of [Step 1](/resources/integrations/zohocrm#add-the-redirect-url-to-your-zoho-crm-app) on your Zoho CRM App page.
* **Permissions:** Select the scopes you've requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. [View dashboard.](https://dashboard.useparagon.com)

Leaving the Client ID and Client Secret blank will use Paragon development keys.

<Frame>
  <img src="https://mintcdn.com/paragon/XNDe-bFT_2yOxy1A/assets/Connecting%20to%20your%20Zoho%20CRM%20app%20%20to%20Paragon%20Connect.png?fit=max&auto=format&n=XNDe-bFT_2yOxy1A&q=85&s=1fe6aa2ff900de84f5f4a328b04b4403" alt="" width="1888" height="1148" data-path="assets/Connecting to your Zoho CRM app  to Paragon Connect.png" />
</Frame>

## Connecting to Zoho CRM

Once your users have connected their Zoho CRM account, you can use the Paragon SDK to access the Zoho CRM API on behalf of connected users.

See the Zoho CRM [REST API documentation](https://www.zoho.com/crm/developer/docs/api/v3/modules-api.html) for their full API reference.

Any Zoho CRM API endpoints can be accessed with the Paragon SDK as shown in this example.

```javascript theme={null}
// You can find your project ID in the Overview tab of any Integration

// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);

// Retrieve the user's data
await paragon.request("zohocrm", "users", {
  method: "GET",
});
            
// Add a user to your organization
await paragon.request("zohocrm", "users", {
  method: "POST",
  body: {
    "users": [
      {
        "role": "554023000000015969",
        "first_name": "Patricia",
        "email": "Patricia@abcl.com",
        "profile": "554023000000015975",
        "last_name": "Boyle"
      }
    ]
  }
});
```

## Building Zoho CRM workflows

Once your Zoho CRM account is connected, you can add steps to perform the following actions:

* Create Record
* Update Record
* Get Record by ID
* Search Records
* Search Records by COQL Query
* Delete Record

You can also use the [Zoho CRM Request](/workflows/requests#making-integration-requests) step to access any of Zoho CRM's API endpoints without the authentication piece.

When creating or updating records in Zoho CRM, you can reference data from previous steps by typing `{{` to invoke the variable menu.

## Using Webhook Triggers

Webhook triggers can be used to run workflows based on events in your users' Zoho CRM account. For example, you might want to trigger a workflow whenever new Accounts are created in Zoho CRM to sync your users' Zoho CRM Accounts to your application in real-time.

You can find the full list of Webhook Triggers for Zoho CRM below:

* **New Record**
* **Record Updated**