Integrate Zoho CRM In Growth99+

Integrate Zoho CRM In Growth99+

Now, you can easily have all your lead information that G99+ collects from various sources in your Zoho account.
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Here are the steps!

Step – 1

Access your Growth99+ business account using your login credentials and click on the menu "API Integrations" under "INTEGRATION CENTER".



Step – 2

You will see the below page. Click on the "Manage" option in the "Zoho CRM" section there.
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Step – 3

There, in the API URI section, https://www.zohoapis.com URL will be pre-filled. If not, add it.
In the Auth Url section, https://accounts.zoho.com/oauth/v2/token URL will be pre-filled. If not, add it.



Step – 4

Now you need to get the ClientId, ClientSecret, and Code and from the Zoho CRM; for that go to https://www.zoho.com/crm/developer/docs/api/v2.1/auth-request.html#self-client



You will be redirected to the above page.

Step – 5

There you need to scroll down a bit; you will find "Self-Client Option" and below that "Zoho Developer Console" as marked below.




Step – 6

You will be redirected to the page as shown below; click on "GET STARTED".



Step – 7

You will be redirected to the page as shown below; click on "CREATE NOW" in the "Self Client" option.



Step – 8

You will be redirected to the page as shown below; click on the dropdown and choose "Self Client" and click on "CREATE".

       

A pop-up will appear, click on "OK" as shown below.




Step – 9

You will be redirected to the page as shown below, there you will find the required ClientId, and ClientSecret. 

    

Copy them and add them to your G99+ app desired section as shown below.



Step – 10

Now, for the Code, go back to where you copied the ClientId, and ClientSecret from, and click on "Generate Code". 



Step – 11

There you need to add ZohoCRM.modules.ALL in the "Scope" input box and set the "Time Duration" as 10 minutes as shown below. This "Time Duration" is for adding the code to the G99+ desired section, the code will not be valid after 10 minutes. 

  

Now, add some description and hit the "CREATE" button as shown below.



Step – 12

You will be redirected to the page as shown below; click on the CRM.




A new section will open beside it, check the checkbox "Production" as shown below and hit the "CREATE" button.



The code will appear in a pop-up box; hit the "COPY" button to copy the code.



Step – 13

Now, add the code to your G99+ app "Code" input box as shown below and hit the "Save" button.



Your Zoho CRM integration with G99+ is complete.

Step – 14

After you save the details, whenever you get any lead, it will be sent to your Zoho account, and it will be shown in the “History” below.



Step – 15

After saving, test it by submitting a Growth99+ contact form present on your website, and check if it is getting recorded under “History” or not, like the above image.

Also, in the above screenshot, under “History”, there are two columns named “Request” and “Response”.

Under both columns, there is a black info icon with each entry. Hover or click on it, and it will show what request was sent and what response receive from Zoho CRM.

We also have a retry button to retry the request if any error occurs.

Step – 16

Go to your Zoho CRM and check the leads that came from G99+.




Thank you!


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