--- title: "Connect Clarity Security to Zoho CRM" slug: "zoho-crm" description: "Learn how to connect Clarity Security to Zoho CRM to automate your identity life cycle management and user access reviews." tags: ["Zoho API Console", "App Settings form", "Clarity Security Connector", "Zoho API", "tutorial"] updated: 2023-05-04T20:04:18Z published: 2023-05-04T20:04:18Z canonical: "help.claritysecurity.com/zoho-crm" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.claritysecurity.com/llms.txt > Use this file to discover all available pages before exploring further. # Zoho CRM This guide will teach you how to set up the connector between [Zoho CRM](https://www.zoho.com/crm/) and [Clarity Security](https://claritysecurity.io/). **Estimated time to complete:** 5 minutes If you run into any problems, please contact your support team or [support@claritysecurity.io](mailto:support@claritysecurity.io). ## Supported Connector Capabilties Below are the capabilities supported by the connector at this time. | Method | Supported | | --- | --- | | Ability to Act as a Source of Truth | No | | Provision User | Yes | | List Roles and Profiles | Yes | | Add Users to Roles and Profiles | Yes | | Remove User from Roles and Profiles | Yes | | Deactivate User | Yes | | Delete User | No | ## 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](https://accounts.zoho.com/developerconsole) ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28222%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 2: Click Create Now under Server-based Applications ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28223%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### 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 ``` ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28224%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 4: You will be redirected to the Client Secret page, copy the Client ID and Client Secret into your Clarity portal. ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28225%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 5: Log into your Clarity Security Portal ### Step 6: Click On Applications. Select Marketplace. Then search for Zoho CRM and click connect. ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28226%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 7: Configure the connection. Copy your client_id and client_secret from Zoho into the matching field in Clarity. ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28227%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 8: After clicking validate you will be redirected to Zoho to allow Clarity to access the CRM. ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%28228%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### 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](https://portal.document360.io/v1/docs/common-app-steps#step-2-app-settings) ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%2813%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### 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](https://portal.document360.io/v1/docs/common-app-steps#step-2-app-settings) ![image.png](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image%2814%29.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A41%3A44Z&se=2026-10-31T13%3A41%3A44Z&sr=c&sp=r&sig=TLUrTjcCsKsUK5QKB%2Foq0jYRsGPCGx%2BNaZeoaTk1cvo%3D) ### Step 11: Validate Your Selections and Save Save Clicking the Save button will trigger the first full sync for your application (even if you selected Manual syncing). This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes. ## Need help? If you have any problems, contact your customer success team. You can also get in touch with our general support [via email](mailto:support@claritysecurity.io), open a [support ticket](https://support.claritysecurity.com/home). Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST. A Service User is a user, or service account, discovered by Clarity in a downstream application. An Entitlement is an assignable permission found in a downstream application. Common examples include licenses, groups, and policies. Service User Entitlements are the pairings of users and active entitlement access in downstream applications. An attribute is a piece of information used to describe a service user, entitlement, or identity. Common examples include First Name, Last Name, Job Title, Department, etc.