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ConnectorsZoho CRM

Zoho CRM

Connect Zoho CRM to Cendriix to manage leads, contacts, and deals.

Authentication

Zoho CRM uses OAuth 2.0. When you click Connect, you’ll be redirected to Zoho CRM to authorize Cendriix.

Setup

  1. Navigate to Settings → Integrations → Connectors
  2. Find Zoho CRM in the connector list
  3. Click Connect
  4. Authorize Cendriix in the Zoho CRM consent screen
  5. You’ll be redirected back to Cendriix with the connector active

Admin Setup (Self-Hosted)

To enable Zoho CRM for your Cendriix instance:

  1. Register an OAuth application at Zoho CRM Developer Portal 
  2. Set the callback URL to: https://api.cendriix.ai/v1/connectors/oauth/callback
  3. Populate the Secrets Manager secret cendriix/prod/connectors/zoho-crm with:
    { "client_id": "...", "client_secret": "..." }

Use Cases

  • Manage leads, contacts, and deals
  • Automate workflows between Zoho CRM and your other connected tools
  • Query Zoho CRM data from Cendra AI assistant

Documentation

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