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Integrating Zoho CRM

DataGrail’s Zoho CRM Integration provides data mapping and privacy request functionality allowing your business to do the following:

  • Identify Data Subject PII stored in Zoho CRM for automatic fulfillment of privacy requests.
  • Delete Data Subject PII stored in Zoho CRM for automatic fulfillment of privacy requests.
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If you do not have admin rights in Zoho CRM you will not be able to complete this integration. Please contact your Zoho CRM Admin for assistance.

Step 1: Configure Zoho CRM API Client​

  1. Go to Zoho API Console

  2. Click on ADD CLIENT to create the new Server-based Application

  3. Configure your client with:

    • Client Type: Server-based Application
    • Client Name: DataGrail
    • Homepage URL: https://datagrail.io
    • Authorized Redirect URIs: https://datagrail.io/oauth/zoho_crm

  4. Copy your Client ID and Client Secret.

  5. Optionally, enable multi data center support.

Step 2: Connect Zoho CRM​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for .

  2. Click Configure New Integration within the Integration page and search for Zoho CRM.

  3. Enable required capabilities. See Connecting Integrations to DataGrail

  4. Optionally, enable Direct Contact for an access and/or deletion and fill the Direct Contact Settings form to configure the Direct Contact process: See Direct Contact Integration Explained

  5. Enter Client ID and Client Secret obtained on the Step 1.

  6. Select Account Domain.

  7. Click Login to Configure button.

  8. Click on the Accept button to allow DataGrail access to your data. DataGrail Zoho CRM integration requires the following OAuth scopes:

    • ZohoCRM.users.ALL
    • ZohoCRM.org.ALL
    • ZohoCRM.modules.ALL

  9. After successful authorization you will be redirected back to DataGrail.

  10. If you have additional Zoho CRM accounts to integrate, repeat the steps above.

  11. In DataGrail, if you have any other integrations not connected please click Connect to complete the configuration and reference the View Connection Instructions link for instructions

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For more information on API endpoints/specifications and DataGrail functionality, please view our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.