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    Zoho CRM integration WEB_LOGIN_REQUIRED message

    Asked by 1AE on March 19, 2015 at 09:59 AM

    Dear Sir/Madam,

    I have two questions:

    1. I tried to access the Zoho CRM integration via the Integrations tab in a form. When I enter my Zoho CRM login information, I get the following error message: WEB_LOGIN_REQUIRED
    What does this mean?

    2. What kind of data is it currently possible to transfer from JotForm to Zoho CRM Lead/Contact modules? (Text, tick boxes, drop-down etc.)

     

    Thank you very much in advance.

     

    Sincerely,

    Miika Kallasoja

    crm zoho JotForm style size integrations WEB_LOGIN_REQUIRED Zoho CRM Zoho CRM integration
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    Answered by Carina on March 19, 2015 at 12:05 PM

    Have you tested your Zoho credentials on the Zoho site and successfully managed to login? 

    https://crm.zoho.com 

    Are you receiving this error with more than one browser? Which Zoho plan do you have?

    Please check this link while logged in to your Zoho account and try using the Auth token instead:

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

    I moved your 2nd question to a new thread:

     

    http://www.jotform.com/answers/536568 

     

    Let us know if the problem persists.

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    Answered by 1AE on March 20, 2015 at 09:37 AM

    Dear Carina,

    thank you for your prompt reply. I have tested on Chrome, Firefox and Internet Explorer and get the same result with each of them. I currently have the free Zoho CRM licence. Could this be the core of the issue? There is no Auth Token displayed when I click the link you have given. 

     

     

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    Answered by Carina on March 20, 2015 at 11:00 AM

    I also tested with a free account and could integrate without a problem, so I believe that is not the problem.

    1. You can use this link to generate and Auth Token:

    https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoWriter/DataAPI 

    2. And then you can go back to the Active Auth Token page to copy the Token

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

    3. Add the Auth Token to login to the integration:

    Usually this solves the problem.

    Let us know if the problem persists.

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    Answered by 1AE on March 24, 2015 at 09:48 AM

    I tried what you suggested, copy-pasted the token and got the following message: Invalid Ticket Id

    I wonder if I'm overlooking something?

     

     

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    Answered by Carina on March 24, 2015 at 11:22 AM

    I'm sorry to hear that it is still not solved. It seems to be a problem with your credentials.
    We'll try a workaround.

    1. Please select Two Factor Authentication:

    2. Enable Two Factor Authentication as explained here:

    https://adminconsole.wiki.zoho.com/mail/How-TFA-works.html 

    3. After Two Factor Authentication is on select  'Manage Application Specific Passwords':

    4. Add a generic name of your choice and the current zoho password. Click generate:

    6. Copy that code and use it as a password on the jotform zoho integration:

    You can see more details here:

    https://adminconsole.wiki.zoho.com/mail/Application-Specific-Passwords.html  

    Let us know if the problem persists.

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    Answered by 1AE on March 25, 2015 at 07:05 AM

    Dear Carina,

    this solution worked. Thank you very much for your persistence and efforts!

     

     

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    Answered by Carina on March 25, 2015 at 10:35 AM

    I'm happy that we finally sorted it out. Thanks for updating us. 

    If you need further assistance please let us know as we're here to help.

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    Answered by 1AE on May 06, 2015 at 06:05 AM

    Dear Carina,

     

    I had to test some issues with the integration and at one point ended up receiving the following message: EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS

    I generated a new Application Specific Password as per your instructions above, but the problem persists. Is there a way around this?

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    Answered by Carina on May 06, 2015 at 09:27 AM

    Hello Miika

    I moved this last issue to a new thread as it is a different matter. You can find the answer here:

    http://www.jotform.com/answers/564942 

    Let us know if we can assist you further.