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Support/Integrations/Zoho CRM

Connecting Zoho CRM

3 min read

Import your Zoho CRM contacts directly into Prospo. The connection works in two stages: an Org Admin registers Prospo as an app in Zoho and enters the credentials, then completes an OAuth authorisation to grant access. Once connected, the integration is shared across your whole organisation.

Stage 1 — Enter your Zoho app credentials

  1. Log in as an Org Admin and go to Admin → Connectors
  2. Find Zoho under the CRM category and click Set up
  3. Enter your:
    • Client ID
    • Client Secret
  5. Click Authorise

Your Client ID and Client Secret come from a connected app you register in the Zoho API Console. Your Client Secret is encrypted before being stored.

Stage 2 — Complete the OAuth authorisation

After your credentials are saved, the connection needs to be authorised with Zoho before contacts can be imported.

  1. Go to Contacts → Import Contacts
  2. Select Zoho CRM from the source list
  3. Click Connect Zoho CRM
  4. You'll be redirected to Zoho — sign in and grant Prospo permission to read your CRM contacts
  5. You'll be returned to Prospo once authorised

The authorisation is stored at the organisation level — all users in your organisation can import contacts once this step is complete.

Zoho data centres: Prospo supports all regional Zoho instances (.com, .eu, .com.au, and others). The correct data centre is detected automatically during the OAuth flow.

Managing the connection

To update your Client ID or Client Secret:

  1. Go to Admin → Connectors → Zoho → Manage
  2. Update the relevant fields and click Update

To disable the integration without removing your credentials, use the toggle switch on the Zoho card. Re-enabling restores access without needing to repeat the OAuth authorisation, as long as the refresh token is still valid.

Disconnecting

To fully disconnect Zoho:

  1. Go to Admin → Connectors → Zoho → Manage
  2. Click Disconnect

This removes the stored OAuth tokens. Your Client ID and Client Secret remain saved, so you can reconnect by completing the OAuth authorisation again without re-entering credentials.

Troubleshooting

"Zoho CRM is not configured for this organisation" — An Org Admin needs to complete Stage 1 and enter credentials in Admin → Connectors.

"Zoho CRM is configured but not connected" — Credentials are saved but the OAuth authorisation hasn't been completed. An Org Admin needs to complete Stage 2.

"Zoho CRM authentication failed. Admin needs to reconnect." — The OAuth tokens have expired or been revoked. An Org Admin needs to complete the OAuth flow again from the Import Contacts dialog.

"No refresh token found. Please reconnect Zoho." — The connection needs to be re-authorised. Complete Stage 2 again.

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