Zoho

Obtaining ZohoCRM Client ID and Secret

1. Sign into Zoho API Console - Go to Zoho API Console  and sign into your account, or create a new one.

2. Go to Applications - From the API console page, navigate to “Applications”.

3. Add a New Client - Click the “ADD CLIENT” button at the top right and select “Server-based Applications”.

4. Fill in Client Details - Enter any desired information in the “Client Details” tab.

5. Go to the Client Secret tab - Navigate to the “Client Secret” tab.

6. Save Client ID and Secret to .env - Copy the Client ID and Client Secret into your .env file under:

ZOHOCRM_CLIENT_ID
ZOHOCRM_CLIENT_SECRET

7. Set the Redirect URL for OAuth - Set the Redirect URL for OAuth to:

<Cal.diy URL>/api/integrations/zohocrm/callback

Replace <Cal.diy URL> with your application URL.

8. Enable Multi-DC Option - In the “Settings” section, check the “Multi-DC” option if you wish to use the same OAuth credentials for all data centers.

9. Save your settings - Click “Save” or “UPDATE” at the bottom of the page.

10. Integration is Ready - Your ZohoCRM integration can now be easily added in the Cal.diy settings.

Obtaining Zoho Calendar Client ID and Secret

1. Sign into Zoho API Console - Go to Zoho API Console  and sign into your account, or create a new one.

2. Create a New Server-based Application - Choose “Server-based Applications” and set the Redirect URL for OAuth to:

<Cal.diy URL>/api/integrations/zohocalendar/callback

Replace <Cal.diy URL> with your application URL.

3. Fill in Client Details - Enter any information you want in the “Client Details” tab.

4. Go to the Client Secret tab - Navigate to the “Client Secret” tab.

5. Save Credentials in Cal.diy Admin Panel - Copy the Client ID and Client Secret to your app keys in the Cal.diy admin panel at:

<Cal.diy>/settings/admin/apps

6. Enable Multi-DC Option - In the “Settings” section of Zoho API Console, check the “Multi-DC” option if you wish to use the same OAuth credentials across data centers.

7. Save Settings - Click “Save” or “UPDATE” at the bottom of the page.

8. Complete Zoho Calendar Integration - Your Zoho Calendar integration is now ready and can be managed at:

/settings/my-account/calendars

9. Access Zoho Calendar - You can access your Zoho calendar at https://calendar.zoho.com/ .

If you use multiple calendars with Cal, make sure to enable the toggle to prevent double-bookings across calendars. This setting can be found at /settings/my-account/calendars.

Obtaining Zoho Bigin Client ID and Secret

1. Sign into Zoho API Console - Go to Zoho API Console  and sign into your account, or create a new one.

2. Add a New Client for Zoho Bigin - Click the “ADD CLIENT” button at the top right, and select “Server-based Applications”.

3. Set the Redirect URL for OAuth - Set the Redirect URL for OAuth to:

<Cal.diy URL>/api/integrations/zoho-bigin/callback

Replace <Cal.diy URL> with your application URL.

4. Go to the Client Secret tab - Navigate to the “Client Secret” tab.

5. Save Client ID and Secret to .env.appStore - Copy the Client ID and Client Secret into the .env.appStore file under:

ZOHO_BIGIN_CLIENT_ID
ZOHO_BIGIN_CLIENT_SECRET

6. Enable Multi-DC Option - In the “Settings” section, check the “Multi-DC” option if you wish to use the same OAuth credentials across data centers.

7. Complete Zoho Bigin Integration - Your Zoho Bigin integration is now ready and can be added from the Cal.diy app store.