Zoho CRM
Connect Zoho CRM with a Zoho OAuth client and the right data centre so an agent can create leads and add notes.
What you will achieve
An agent will be able to create a Lead in Zoho CRM and add notes to records.
Overview and use cases
- Save callers as Zoho Leads.
- Add call notes to a Contact or other record.
Prerequisites
- A Zoho CRM account, and access to Zoho's API Console to create an OAuth client.
- Knowing which data centre your account lives in:
com,eu,in,com.au,jporca. It is part of your Zoho web address.
External account setup (in Zoho)
Zoho controls these screens. Zoho's guide: OAuth overview.
- In Zoho's API Console (for your data centre), create a server-based client.
- Set the redirect (authorized) URI to the one in Phynxa's Connect dialog.
- Copy the Client ID and Client secret.
Connect it in Phynxa
- Integrations, Connect on Zoho CRM.
- Enter Client ID, Client secret and Data centre.
- Continue to Zoho and approve. The card shows Connected.
Permissions and settings
| Scope | Why |
|---|---|
ZohoCRM.modules.ALL | Read and write records in modules |
ZohoCRM.settings.ALL | Read module settings |
ZohoCRM.users.READ | Read users |
Phynxa signs requests with Zoho-oauthtoken (not Bearer), and uses the API domain Zoho returns for your data centre. A Zoho access token lasts one hour and Phynxa renews it.
Use it in a call
| Action | What it does | Runs |
|---|---|---|
| Create lead | Creates a Lead. A missing last name or company is filled with "Unknown". | In the background |
| Add note | Adds a note; given a contact id it is attached to that Contact. | In the background |
| Fetch customer history | Lists a record's notes. It needs a contact id; an email alone returns "A contact_id is needed." | Waits |
| Update contact | Changes a contact's name, email, phone or company; only what you give is changed. Needs the contact's id from a history lookup. | In the background |
| Create task | Creates a follow-up task for your team (subject, optional body and due_date like 2026-11-02), linked to a contact when you give its id. | In the background |
| Create ticket | Opens a support case with a subject and optional body, linked to a contact when you give its id. | In the background |
Test it
Test connection, then ask an agent in Chat to save a lead and check the Leads module in Zoho.
Expected result
The Lead appears in Zoho CRM and the card counts a success.
Troubleshooting
- invalid_client or wrong redirect. The redirect URI must match, and the client must be created in the same data centre as your account.
- Everything fails after connecting. The Data centre in Phynxa is not your account's. Edit credentials and correct it.
- History returns an error about an id. Zoho history needs an id the agent does not usually have; rely on Create lead and Add note with Zoho.
Security and credentials
The client secret is stored encrypted. Remove forgets it; revoke the client in the API Console if you stop using it.
Related guides
Something here does not match what you see in the dashboard? Let us know.