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Zoho CRM App Installation

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Tara Dahilig
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REQUIRED: Integration with Zoho CRM requires an active ClientPoint subscription with CRM integration enabled.  For more information please contact support@clientpoint.net. 


This document contains information on how to install Zoho CRM app with enterprise edition. This includes various installations and settings required.
 

Part 1: Install ZOHO CRM App
To install our Zoho CRM app in enterprise edition follow these steps:

  1. Login to your ClientPoint System as an Administrator.
  2. Go to Settings > Integrations > ClientPoint API Keys > Click Manage
  3. Click Add API Key.
  4. Name the API Key "Zoho CRM" and click Submit.
  5. Select the key and click Edit.  Copy the key for step 9. 
  6. Log in to Zoho CRM enterprise edition.
  7. Go to Zoho's Marketplace and search for ClientPoint or click on this link. 
  8. Click Install and make sure to choose "Install for All Users". 
  9. After installation completed, it will prompt the user to fill in the ClientPoint API Key.  Please copy and paste the key we created in Step 5 into Zoho where it says Authentication and choose submit.
  10. Users will see a ClientPoint section in Zoho and a New button in Deals within Zoho CRM. 

Part 2a: Generate Authentication Token in Zoho

To generate the Authentication Token, you need to send an authentication request to Zoho Accounts. Directions below are from Zoho. If you receive an error that says "DEPRECATED_AUTHTOKEN_SCOPE" please follow the Part 2b. If you have any questions please reach out to Zoho's support team. 

Make sure that you are a confirmed user, or while generating the Auth Token you might receive an error - "ACCOUNT_REGISTRATION_NOT_CONFIRMED".


To generate Auth Token in API mode, do the following:

  1. Log in to Zoho CRM.
  2. Open https://accounts.zoho.com .
  3. In the Zoho Accounts Home page, click Two Factor Authentication.
  4. In the Two Factor Authentication page, click on the App Passwords.
  5. In the Application Specific Passwords, do the following:
    • Enter the Device or App Name as "ClientPoint" and save.
      ​
  6. In the link link below, replace the Username, Password and Application Name below.  Once you've replaced the values in the link, open the link in your browser to generate the Authentication Token.

    https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName]

    Parameters to be passed along with this URL are:
    [Username/EmailID] = Specify your Zoho CRM Username or Email ID
    [Password] = Your Zoho CRM Password
    [ApplicationName] = ClientPoint
     
  7. If the API mode URL was done correctly, you should see a response similar to this:

    #
    #Wed Feb 29 03:07:33 PST 2012
    AUTHTOKEN=bad18eba1ff45jk7858b8ae88a77fa30
    RESULT=TRUE
     
  8. Please send the Authentication Token to support@ClientPoint.net to finalize your CRM installation.

Once confirmation is received, you can import deals, contacts, accounts from Zoho CRM on ClientPoint & can view the activity logs for a ClientPoint (Created, Sent, Viewed, Downloaded, Commented, Signed, and Shared) in Zoho CRM.

 

Part 2b: Generate Zoho Service Communication (ZCS) Key in Zoho

Follow the steps below if you receive an error that says "DEPRECATED_AUTHTOKEN_SCOPE" when attempting to Part 2a. If you have any questions please reach out to Zoho's support team. 

  1. Log in to Zoho CRM.
  2. Open https://accounts.zoho.com .
  3. In the Zoho Accounts Home page, click Security.
  4. Scroll down to find the Application Specific Passwords and do the following:
    • Click "Generate new password"
    • Enter the Device or App Name as "ClientPoint" and save.
    • Copy the application specific password provided on screen
  5. Log into ClientPoint and go to Settings > Integrations > Zoho > Manage
  6. Past the application specific password into theZoho Auth Token field. 
  7. Make sure "New Integration (API V2.0)" is toggled on. 
  8. Click "submit to save"
  9. You're done.

Once confirmation is received, you can import potentials/deals, contacts, accounts from Zoho CRM on ClientPoint & can view the activity logs for a ClientPoint (Created, Sent, Viewed, Downloaded, Commented, Signed, and Shared) in Zoho CRM.

 

Troubleshooting tips:

If after the app installation you are unable to create a ClientPoint for your Zoho Deal please make sure that an Account is associated to the Deal. If not, please associate the Account. Once an account is associated to the Deal click "Create Proposal" and a ClientPoint record will be created. 

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