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Setup

1

Create a Self Client in Zoho API Console

  1. Go to api-console.zoho.com
  2. Create a Self Client
  3. Generate a refresh token with scopes: ZohoCRM.modules.ALL
  4. Note the Client ID, Client Secret, and Refresh Token
2

Add credentials in Orova

Settings → Integrations → Zoho CRM → enter Client ID, Client Secret, Refresh Token, API Domain, and Accounts URL.
3

Create tool and assign

Tools → Create Tool → select Zoho CRM → assign to your agent.

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Available tools