Skip to main content
Connecting Zoho CRM lets Rivvi read your records and pipeline data and write follow-up activity back. Rivvi uses Zoho’s OAuth self-client flow — your own client and refresh token — so you control the access.

​
What you’ll need

From a Zoho self-client with the ZohoCRM.modules scopes:
  • Refresh token — a long-lived self-client refresh token
  • Client ID
  • Client secret
  • API domain — your data center’s domain (e.g. .com, .eu, .in, .com.au)

Zoho: OAuth overview

Zoho’s OAuth documentation.

​
Connect it

1

Create a self-client in Zoho

Register a self-client and generate a refresh token with the ZohoCRM.modules scopes. Note your data center’s API domain.
2

Open Rivvi's connector settings

Settings → Connectors, select Zoho, click Connect.
3

Paste your credentials

FieldWhat to paste
Refresh tokenYour OAuth refresh token
Client IDSelf-client client ID
Client secretSelf-client client secret
API domaine.g. https://www.zohoapis.com (match your data center)

​
What Rivvi can do with Zoho

Read (allowed by default)
  • Search contacts, leads, and deals.
  • Read a record and its related lists.
Write (asks for approval by default)
  • Create a task on a record.

​
Try it

​
Next

Connectors overview

Back to all connectors.