How to connect
- In Gtmhub, navigate to Setup > Data Sources screen
- Click the Add new data source button
- From the Choose a connector dialog, select the Sales tab and then Zoho CRM
Then you have to specify the name of the connection so that you can later distinguish your Zoho CRM datasource especially if your company uses more than one Zoho CRM account.
In order to connect to your Zoho CRM account you have to first register Gtmhub app as Zoho Client and then provide the Client ID and Client Secret. To register your Gtmhub app Visit this page https://accounts.zoho.com/developerconsole and click on Add Client ID.
In the Client Name field type gtmhub, then type gtmhub.com in the Client Domain field. In Authorized redirect URIs field type https://app.gtmhub.com//api/v1/auth/callback if your gtmhub account is created in Europe or https://app.us.gtmhub.com//api/v1/auth/callback if it's created in USA and click Create. Your Client app would have been created and displayed by now. The newly registered app's Client ID and Client Secret can be found by clicking Options.
You also have to specify your data centre as Zoho CRM provides different data centre deployments based on geographical region. You can find the DC from your browser URL. Supported values are com for default DC, eu for European Union.
Then click Authenticate and you will be redirected to accounts.zoho.com to securely authenticate and choose the desired account you wish to sync data from.
After authorizing Gtmhub for the specified account you will be redirected back to gtmhub.com to choose the entity you wish to sync. Now you are ready to write insights based on the data fetched from Zoho CRM.
A Zoho CRM connection is saved the first time you add a datasource so if you wish to add another data source you can skip the authorization process and choose one of the existing connections when you see this dialog: