How to integrate Nectar Desk with ZOHO CRM: Step-by-step instruction

Here is a step-by-step instruction on how to integrate Nectar Desk with ZOHO CRM:

                           STEP 1. Get Client ID and Client Secret

1. Go to Zoho Developer Console.
   Use this link https://api-console.zoho.com/ to get your Zoho OAuth credentials.
   
2. Choose a client type: SELF CLIENT > Create Now.

3. You will receive the following credentials:

• Client ID: The consumer key generated from the connected app.
• Client Secret: The consumer secret generated from the connected app.

 Step 2: Get Grant Token

1. Click the Generate Code tab and enter the following:

Scope:  

ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.notifications.ALL,ZohoCRM.bulk.All,ZohoCRM.org.All,ZohoCRM.coql.read

Time Duration:

10 minutes

Scope Description: 

ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.notifications.ALL,ZohoCRM.bulk.All,ZohoCRM.org.All,ZohoCRM.coql.read

2. Click CREATE:

STEP 3. Get Access Token and Refresh Token

Please follow the steps in this article :

https://www.zoho.com/crm/developer/docs/api/v2/access-refresh.html

Or contact [email protected] to request assistance.

Please provide our support team with CLIENT ID, CLIENT SECRET, and Generated CODE.

STEP 4. Configure Webhooks

1.  Login to your Zoho account > Settings > Choose Actions under Automations:
   
   
2. Click on Webhooks > Configure Webhook:
3. Please enter the following to configure Webhook properly:

Name: Nectar Desk Webhook

URL to Notify: {nectardesk_portal_url}/api/zoho/customer/import 

                        URL of your ND account

Method: Post

Module: Choose CONTACTS

Under Date Time Parameter: Choose UTC

USER DEFINED FORMAT:

Parameter Name: Nectar Desk

Parameter Value: {“Phone”: “${Contacts.Phone}”, “id”:”${Contacts.Contact Id}”,”First_Name”:”${Contacts.First Name}”,”Last_Name”:”${Contacts.Last Name}”,”Created_Time”:”${Contacts.Created Time}”,”Email”:”${Contacts.Email}”} 

And hit SAVE.

 STEP 5. COPY and PASTE Organisation ID

You may find your Organisation ID in the URL of your ZOHO Account:

  STEP 6. Integration Settings in Nectar Desk

1. Please make sure that all the required fields in your Nectar account are filled in:

Account URL: https://accounts.zoho.com/ (make sure of domain specific URL; .eu, .in, .com.cn’)

2. Click on NEXT and Enable/ Disable Integration functions according to required workflow:

And don’t forget to save changes 🙂