How to integrate with Zoho CRM

  • barcodeproducts
    Asked on January 9, 2019 at 10:57 AM

    Hi,


    I've tried to connect a Jotform with ZOHO CRM using our login credentials. It doesn't seem to connect to the account or when trying to use the authentication token. It says at the bottom 'Web login required'. Could you please advise?


    Thanks.  

  • Girish JotForm Support
    Replied on January 9, 2019 at 12:11 PM

    This could be due to your Account's 2-factor authentication settings in Zoho. Please check if you have enabled this in your account. If, so, do try the below steps:

    1. Go to your account's authentication settings: 

    https://accounts.zoho.com/u/h#setting/authentication

    2. Check this link to generate a new authentication token: 

    https://www.zoho.com/crm/help/api/using-authentication-token.html

    Do check and let us know if the issue still persists.

  • barcodeproducts
    Replied on January 10, 2019 at 10:43 AM
    I already have the Zoho CRM integration with another form. Problem is I am
    unable to see the authentication code - it's too wide to display fully. So
    if I try to log in using my username and password into my new form,
    Jotforms returns a message "Web Login Required". Where do I log in? What
    do I do?
    See the attached screenshot.
    Thanks,
    Miles Green
    Expert Labels Ltd
    12 Hillside Rd, Kempson Way
    Bury St Edmunds, Suffolk. IP32 7EA
    T 01359 271 111
    F 01359 271 999
    w www.expertlabels.co.uk
    ...
  • DonaldHag
    Replied on January 10, 2019 at 11:10 AM

    We did not receive the screenshot. Please follow this guide to attach a screenshot to the current thread: How to Post Screenshots to the Support Forum

    As for the Authentication Code, double click the token to copy it and then paste it into the field when requested during the integration. Also, make sure you are logged into your Jotform Account while performing these operations. We shall await your response on this and a screenshot showing the error would help us identify the error and provide further assistance.