Revspire Resources

Zoho Connection

The Zoho integration connects RevSpire with your Zoho CRM account for CRM-backed workflows.

Features

  • Organization-level service user connection (one-time setup).
  • Per-user Zoho connections.
  • Reconnect support for expired authorizations.
  • Handles Zoho account server and authorization callback automatically.

Purpose

To allow RevSpire users to work with Zoho CRM data through a controlled org + user connection model.

Permissions

Your profile should include:

  • Add Connections
  • Edit Connections
  • View Connections (or View All Connections)
  • Activate/Deactivate Connections (optional, for admins)

For service-user setup in `Setup > Deal Room`, org setup permissions may also be required.

Steps

Step 1: Connect Service User (Required First)

  1. Go to `Setup > Deal Room > CRM Integration`.
  2. Select `Zoho`.
  3. Enter a connection name.
  4. Click `Connect`.
  5. Sign in to Zoho and approve RevSpire access.
  6. Return to RevSpire and confirm `Connected` status.

Step 2: Connect User Zoho Account

Go to `Main > Settings > Connection`.

  1. Click + Add Connection.
  2. Choose Zoho.
  3. Enter connection details.
  4. (Optional) Set as `Primary Connection`.
  5. Complete authorization.

Step 3: Public App Installation (If Required by Your Org)

If your organization requires Zoho app approval/installation before user authorization, have your CRM admin complete that prerequisite first.

Connection Management

From `Main > Settings > Connection`, users/admins can:

  • Reauthorize connection
  • Activate/Deactivate connection
  • Set primary connection

Limitation and Notes

  • Service user is organization-wide and should be configured once.
  • If authorization does not complete, retry from `Authorize` and confirm Zoho consent was granted.
  • Users without CRM connection permissions will not see add/manage options.