Zoho

Follow the below steps to connect to the Zoho API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Zoho as the Integration Provider.

Step 2. Connect to the Zoho API

1. Go to Zoho API Console and login to your account.
2. Click the Add Client button.
3. Click Server-based Applications.
4. In the Authorized Redirect URIs field, enter the value from the Redirect URI field in Formie.
5. Copy the Client ID from Zoho and paste in the Client ID field in Formie.
6. Copy the Client Secret from Zoho and paste in the Client Secret field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Zoho, where you must approve Formie to access your Zoho account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.