Zoho is the most comprehensive suite of web-based programs. These online web applications are geared towards increasing your productivity and offering easy collaboration. Whatever your domain - be it Sales and Marketing, Finance, Customer Support or Human Resources, Zoho has the right application for you.
For more information, click here.
To use Zoho CRM as a Source or Destination in a Template or Transaction, you need to perform the following actions:
- Creating a Zoho CRM account.
- Registering Adeptia Connect with Zoho CRM, and obtaining the API Key and API Secret Key.
- Connecting Zoho CRM with Adeptia Connect.
Creating a Zoho CRM account
Click Create New Account - zoho.com to open Zoho CRM sign up page on your browser.
Provide a valid email address and assign a password in corresponding fields.
Select the checkbox, and click SIGN UP FOR FREE.
Registering Adeptia Connect with Zoho CRM
Sign in to your Zoho account, and navigate to the Zoho API Console by using the URL https://api-console.zoho.com/
Click 
ADD CLIENT. This opens Choose a Client Type screen on the console.
Click Server-based Applications.
Provide the following information:
| Field Name | Description |
|---|---|
| Client Name | Provide a name by which you want to register Adeptia Connect with Zoho CRM. |
| Homepage URL | Provide Home page URL. |
| Authorized Redirect URIs | https://<Server Name:Port Number>/rest/applications/zohocrm/account NOTE Replace <Server Name:Port Number> with the server and the port number. |
Click CREATE to register Adeptia Connect.
You'll see two additional tabs – Client Secret and Settings.
On the Client Secret tab, the keys in Client ID and Client Secret fields correspond to API Key and API Secret Key respectively.
Click the 
icon to copy the keys as they'd be required while connecting Zoho CRM with Adeptia Connect.
Connecting Zoho CRM with Adeptia Connect
While creating a Template or Transaction, configuring the Source or Destination by using an account connects your application with Adeptia Connect.
You can create the account by clicking the 
sign.
Specify the following information:
| Field Name | Description |
|---|---|
| Account Name | A short, descriptive name that helps you re-use this account in future. |
| API Key | Client ID key obtained after registering Adeptia Connect with Zoho CRM. |
| API Secret Key | Client Secret key obtained after registering Adeptia Connect with Zoho CRM. |
Click Save, and you'll be redirected to Zoho CRM login page.
Enter your Zoho CRM login credentials to sign in, and the application will be connected.
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
Following triggers are available for Zoho at Source.
Trigger Name | Description |
|---|---|
New Lead | Triggers when you add a lead. Leads are your potential customers or opportunities. See https://www.zoho.com/crm/help/leads/create-leads.html |
| New Account | Triggers when you add or modify an account. Accounts are the companies or organizations with which you have a business relationship. See https://www.zoho.com/crm/help/accounts/create-accounts.html |
| New Contact | Triggers when you add or modify a contact. Contacts are your customers in various accounts. In Zoho, single or multiple contacts can be associated with an account. See https://www.zoho.com/crm/help/contacts/create-contacts.html |
| New Potential | Triggers when you add or modify a potential. Potentials are the business deals with organizations or with people which generate real revenue for your organization. It evolves through different sales stages such as Prospecting, Qualification, Needs Analysis, and Value Proposition, before it is actually a deal, lost or won. Leads that show interest in your business can be directly converted to opportunities that represent the potential sale. See https://www.zoho.com/crm/help/opportunities/create-opportunities.html |
| New Campaign | Triggers when you add or modify a campaign. Campaigns provide a platform to organize and record the overall cost for marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of. See https://www.zoho.com/crm/help/campaigns/create-campaigns.html |
| New Case | Triggers when you add or modify a case. Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. These cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction. See https://www.zoho.com/crm/help/cases/create-cases.html |
| New Solution | Triggers when you add or modify a solution. Add solutions to problems encountered by customers. There can be product-wise solutions and knowledge base articles that provide case resolutions in the least possible time with minimum effort. See https://www.zoho.com/crm/help/solutions/create-solutions.html |
| New Product | Triggers when you add or modify a product. Maintain your organization's entire product database that you offer to customers in Zoho Support. Associate these products when you create a new ticket. See http://www.zoho.com/support/help/add-products.html |
| New Price Book | Triggers when you add or modify a price book. Price Books are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can vary for different customers. The unit price which is the price fixed by the manufacturer for the product and the list price which is the sellers' price can be quoted in the price books. Additionally, the discount ranges can be defined. See https://www.zoho.com/crm/help/price-books/create-price-books.html |
| New Quote | Triggers when you add or modify a quote. Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice. Templates can also be created based on the quote details and then sent to the customer. See https://www.zoho.com/crm/help/quotes/create-quotes.html |
| New Invoice | Triggers when you add or modify an invoice. Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.A quote can be converted into a Sales Order or Invoice. See https://www.zoho.com/invoice/help/invoices/online-invoices.html |
| New Sales Order | Triggers when you add or modify a sales order. Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order. See https://www.zoho.com/crm/help/sales-orders/create-sales-orders.html |
| New Vendor | Triggers when you add or modify a vendor. Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho can provide better visibility on the vendors or suppliers for the future procurement of products. See https://www.zoho.com/crm/help/vendors/create-vendors.html |
| New Purchase Order | Triggers when you add or modify a purchase order. Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order. See https://www.zoho.com/crm/help/purchase-orders/create-purchase-orders.html |
| New Event | Triggers when you add or modify an event. For example, you may want to create an event for a sales meeting or an event for a presentation. See https://www.zoho.com/calendar/help/user-guide/create-event.html |
| New Task | Triggers when you add or modify a task. You can set up a task or a task list with the various tasks that you have to perform in a certain time period. For example, 8 am - 9 am - Update power point presentation and 12 pm - 12:30 pm - Meet business client. See https://www.zoho.com/mail/help/tasks/ |
| New Call | Triggers when you add or modify call logs. Log the details of every phone call - to your customers, to your suppliers, to your business partners, for audit. See https://www.zoho.com/crm/help/activities/log-calls.html |
Actions
An Action specifies how the data will be transferred to the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.
Following actions are available for Zoho at Destination.
Action Name | Description |
|---|---|
Create Lead | Creates a lead. Leads are your potential customers or opportunities. See https://www.zoho.com/crm/help/leads/create-leads.html |
| Create Account | Creates an account. Accounts are the companies or organizations with which you have a business relationship. See https://www.zoho.com/crm/help/accounts/create-accounts.html |
| Create Contact | Creates a contact. Contacts are your customers in various accounts. In Zoho, single or multiple contacts can be associated to an account. See https://www.zoho.com/crm/help/contacts/create-contacts.html |
| Create Potential | Creates a potential. Potentials are the business deals with organizations or with people which generate real revenue for your organization. It evolves through different sales stages such as Prospecting, Qualification, Needs Analysis, and Value Proposition, before it is actually a deal, lost or won. Leads that show interest in your business can be directly converted to opportunities that represent the potential sale. See https://www.zoho.com/crm/help/opportunities/create-opportunities.html |
| Create Campaign | Creates a campaign. Campaigns provide a platform to organize and record the overall cost for marketing campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. Also, it gives a detailed view of all marketing campaigns an individual customer has been a part of. See https://www.zoho.com/crm/help/campaigns/create-campaigns.html |
| Create Case | Creates a case. Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. These cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction. See https://www.zoho.com/crm/help/cases/create-cases.html |
| Create Solution | Creates a solution. Add solutions to problems encountered by customers. There can be product-wise solutions and knowledge base articles that provide case resolutions in the least possible time with minimum effort. See https://www.zoho.com/crm/help/solutions/create-solutions.html |
| Create Product | Creates a product. Maintain your organization's entire product database that you offer to customers in Zoho Support. Associate these products when you create a new ticket. See http://www.zoho.com/support/help/add-products.html |
| Create Price Book | Creates a price book. Price Books are the agreed price for selling a product to a customer. Based on the agreed terms, the prices can vary for different customers. The unit price which is the price fixed by the manufacturer for the product and the list price which is the sellers' price can be quoted in the price books. Additionally, the discount ranges can be defined. See https://www.zoho.com/crm/help/price-books/create-price-books.html |
| Create Quote | Creates a quote. Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice. Templates can also be created based on the quote details and then sent to the customer. See https://www.zoho.com/crm/help/quotes/create-quotes.html |
| Create Invoice | Creates an invoice. Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.A quote can be converted into a Sales Order or Invoice. See https://www.zoho.com/invoice/help/invoices/online-invoices.html |
| Create Sales Order | Creates a sales order. Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order. See https://www.zoho.com/crm/help/sales-orders/create-sales-orders.html |
| Create Vendor | Creates a vendor. Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho can provide better visibility on the vendors or suppliers for the future procurement of products. See https://www.zoho.com/crm/help/vendors/create-vendors.html |
| Create Purchase Order | Creates a purchase order. Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order. See https://www.zoho.com/crm/help/purchase-orders/create-purchase-orders.html |
| Create Event | Creates an event. For example, you may want to create an event for a sales meeting or an event for a presentation. See https://www.zoho.com/calendar/help/user-guide/create-event.html |
| Create Task | Creates a task. You can set up a task or a task list with the various tasks that you have to perform in a certain time period. For example, 8 am - 9 am - Update power point presentation and 12 pm - 12:30 pm - Meet business client. See https://www.zoho.com/mail/help/tasks/ |
| Create Call | Creates a call log. Log the details of every phone call - to your customers, to your suppliers, to your business partners, for audit. See https://www.zoho.com/crm/help/activities/log-calls.html |