Zoho CRM

This guide will teach you how to set up the connector between Zoho CRM and Clarity Security.
Estimated time to complete: 5 minutes
If you run into any problems, please contact your support team or support@claritysecurity.io.

Supported Connector Capabilties

Below are the capabilities supported by the connector at this time.

How to Setup the Connector

Step 1: Go to the Zoho API Console and click Get Started

Log into the Zoho API Console at https://accounts.zoho.com/developerconsole

Step 2: Click Create Now under Server-based Applications

Step 3: On the Create New Client page fillow out the form with the following values. Then click Create.

• Client Type: Server-based Applications
• Client Name: Clarity Security Connector
• Homepage URL: https://claritysecurity.io
• Authorized Redirect URIs:

https://your_tenant.claritysecurity.io/application/oauthProcessCode/zoho-crm

Step 4: You will be redirected to the Client Secret page, copy the Client ID and Client Secret into your Clarity portal.

Step 5: Log into your Clarity Security Portal

Step 6: Click On Applications. Select Marketplace. Then search for Zoho CRM and click connect.

Step 7: Configure the connection.

Copy your client_id and client_secret from Zoho into the matching field in Clarity.

Step 8: After clicking validate you will be redirected to Zoho to allow Clarity to access the CRM.

Step 9: Configure the additional Application Settings.

Complete the App Settings form. Details for each field can be found at the following article: Common App Configuration Steps

Step 10: User Settings

Complete the User Settings form, check the table at the top to see if any features are unsupported. Details for each field can be found at the following article: Common App Configuration Steps

Step 11: Validate Your Selections and Save

Need help?