5.23.44. Unlocks Zoho CRM

<< Click to Display Table of Contents >>

Navigation:  5. Detailed description of the Actions > 5.23. Cloud services >

5.23.44. Unlocks Zoho CRM

 

Icon:   clip1168

 

Function: zohoUnlock

 

Property window:

 

clip1179

 

Short description:

 

Unlocks access to Zoho CRM.

 

Long Description:

 

Before downloading data from Zoho CRM with Anatella, you need to get the 4 parameters:

 

Client ID (Parameter P1)

Cient Secret (Parameter P2)

Region (Parameter P3)

Refresh Token: You get this parameter using the current clip1169  zohoUnlock action.

 

…from the ZohoCRM website.

 

Here are the steps to get these 4 parameters:
 

1.Log-in into the ZohoCRM website as usual. The parameter P3 (i.e. the region) is visible here:

 

clip1170

 

2.Open the URL: https://api-console.zoho.eu/ (replace the “.eu” url-extention with your own region) and click on the “GET STARTED” button:

 

clip1171

 

3.Click on the “Server based Applications” option:

 

clip1172

 

 

4.Fill-in the next form. You can use any value for the “Client Name” or the “Homepage url”. The parameter named “Authorized Redirect URIs” must be:
 
https://timi.eu/oauth/zohoGetToken.php

 

clip1173

 

 

5.Click on the “Client Secret” menu.

 
You get your “Client ID” (parameter P1) and your “Client Secret” (parameter P2) here:

 

clip1174

 

6.Copy/paste your newly found “Client ID” and “Client Secret” inside the parameters P1&P2 of the clip1175  zohoUnlock action inside Anatella and run the Action. Your browser opens. Login-in as usual inside your ZohoCRM Account:

 

clip1176

 

 

7.Click the “Accept” button to allow you to download your ZohoCRM data:

 

clip1177

 

 

8.You finally get your “Refresh Token”:

 

clip1178