New Zoho CRM integration not working

Hi there,

I replaced the depreciated version of Zoho CRM with the new one and set it up for leads. But it didn't transfer the data (name, email etc.) into the CRM as it did before. Why is that?

Kind Regards,
Chris

As I check the Zoho integration on your form, it is displaying an error that the token is invalid. Could you check once again and reauthenticate your Zoho account to see if that works?

Please get back to us if you need any further assistance. We will be happy to help. 

Hi Kiran, thanks for checking. Any idea how this could happen? The old integration we used for many years without any issues. The new one breaks after one day already? :-/

There seems to be a bug. It can’t find the layouts any longer and therefore it doesn’t work. The layouts in Zoho CRM are unchanged, meaning they are still there. 

Please keep in mind that you depreciated the previous CRM integration (effective 31. Dec. 2019). So the new integration shouldn’t break ;)

I am sorry for the trouble caused to you. Do you still get the token invalid error message? 

I would suggest you to please generate a new authentication token in your Zoho CRM account and see if that solves your problem. The following guide should help you how to generate new token: https://help.zoho.com/portal/kb/articles/can-i-generate-a-new-authentication-token

Hope this helps.

Do get back to us if you have any questions. 

Hi Ashwin, the integration was working for a day or so and then broke again. The link above to the Zoho article is also broken. I will try once more and let you know if it breaks again. I cannot enter any auth token in the Jotform integration. It asks me to sign in with my user name and password. Does this mean that the integration will break again in the future if I change my password?

Cheers,

Chris

You may access the Auth Tokens in your Zoho CRM from the link below:

https://accounts.zoho.com/home#sessions/userauthtoken

You may remove the latest Auth token generated. The latest token is generated for the last authentication made for your Zoho account. Please check if you have authenticated for any other application after JotForm before you remove the token.

Does this mean that the integration will break again in the future if I change my password?

No. The authentication is based on OAuth and changing the password should not affect the integration. 

Thanks!

All my auth tokens are 5 months or older. Meaning they all have been generated before the latest version of Zoho CRM integration was released by Jotform.



Also our most recent auth tokens are not used for Zoho CRM but Zoho Books and Zoho Creator:

What should I do?

I contacted Zoho CRM support just now and they adviced me register a client ID:  https://www.zoho.com/crm/developer/docs/api/register-client.html

But there is no way to enter these details anywhere on Jotform. 

Not sure if I didn't notice this dropdown before or is it new?

What else can be done to avoid the constant breaking of the integration? 

Kind Regards,

Chris

Yes it is new option added in integration. You need to click on the "+ADD NEW ACCOUNT" button to add a new integration in form which will open authentication page. 

Do try it out and get back to us if you have any questions.

Hi cardcompact,

I have moved your question to a new thread to assists your better.

Kindly follow this link:https://www.jotform.com/answers/2077378

What is the solution to this problem? Do I just have to accept that starting from 01. January, I can no longer use Zoho CRM? We have built all our operations over the past 7 years on Zoho CRM. We have about 100 forms in Jotform. But the new integration isn't working. So now what?

May we know the form in which you are experiencing the issue. We will clone and test the integration.

Is it a Cards or Classic layout Form?

Looking forward to your response.

Thanks.