Creating a Zoho CRM Connection

You must create a Zoho CRM connection before you can use the TIBCO Flogo® Connector for Zoho CRM. The Zoho CRM connection contains the parameters required to connect to the Zoho CRM server. The Zoho CRM connection is used by all the activities in the Zoho CRM category.

Use the following procedure to create a connection:

Prerequisites

Familiarize yourself with Zoho CRM before you use this connector. For more information about how to use the Zoho CRM product, see Zoho CRM documentation.

In the Zoho Developer Console, add client details and set Authorized Redirect URI. For example, to redirect to TIBCO Flogo® Enterprise, the Authorized Redirect URI can be http://localhost:8090/wistudio/connectiondetails

Procedure

  1. In Flogo® Enterprise, click the Connections tab and perform one of the following actions:
    • To add a connection for the first time, click the Zoho CRM Connector card.
      Note: You can search for a connector by typing the connector name in the search field.
    • If you have existing connections and want to add a new connection, click the Add Connection link and select the Zoho CRM Connector tile.
  2. In the Zoho CRM Connector dialog box, enter the connection details. For field descriptions, see Zoho CRM Connection Details.
  3. Click Save Connection.
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