> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Zoho

> Read CRM records and pipeline data — and write follow-up activity back.

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`)

<Card title="Zoho: OAuth overview" icon="arrow-up-right-from-square" href="https://www.zoho.com/crm/developer/docs/api/v6/oauth-overview.html">
  Zoho's OAuth documentation.
</Card>

## Connect it

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open Rivvi's connector settings">
    **Settings → Connectors**, select **Zoho**, click **Connect**.
  </Step>

  <Step title="Paste your credentials">
    | Field             | What to paste                                            |
    | ----------------- | -------------------------------------------------------- |
    | **Refresh token** | Your OAuth refresh token                                 |
    | **Client ID**     | Self-client client ID                                    |
    | **Client secret** | Self-client client secret                                |
    | **API domain**    | e.g. `https://www.zohoapis.com` (match your data center) |
  </Step>
</Steps>

## 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

```text theme={null}
Search Zoho for deals closing this quarter.
Create a follow-up task on this lead.
```

## Next

<Card title="Connectors overview" icon="plug" href="/connectors/overview">
  Back to all connectors.
</Card>