CoSell docs Open CoSell

Connect Zoho CRM

You need a Zoho CRM administrator who can customise fields. It takes about five minutes.

Pick your data centre

Zoho keeps each organisation in one data centre, and credentials from one don't work in another. Look at the address you sign in at: zoho.com (US), zoho.in (IN), zoho.eu (EU), zoho.com.au (AU), zoho.jp (JP), zohocloud.ca (CA) or zoho.sa (SA).

Register CoSell in the Zoho API console

  1. Open Settings → Zoho CRM in CoSell, choose your data centre, and keep the page open. It shows the exact values to paste.
  2. In Zoho's API console for that data centre, choose Add client → Server-based Applications, and enter:
    • Client Name: CoSell
    • Homepage URL: the value shown in CoSell
    • Authorized Redirect URI: the value shown in CoSell (https://api.cosell.habilelabs.io/oauth/zoho/callback). It must match exactly.
  3. Copy the Client ID (it starts with 1000.) and the Client Secret into CoSell.
  4. Choose Save and connect with Zoho. Zoho shows a consent screen; approve it and you are brought back, connected.

CoSell asks for these scopes: ZohoCRM.modules.ALL, ZohoCRM.settings.fields.ALL, ZohoCRM.notifications.ALL, ZohoCRM.coql.READ, ZohoCRM.org.READ and ZohoCRM.settings.currencies.READ.

A Self Client also works: generate a 10-minute code with the same scopes and use Have a grant code or refresh token?.

What CoSell creates in Zoho

  • Fields on Deals. Existing fields are reused. Add them to your Deal layout to see AWS's view inside Zoho:
    • ACE_Opportunity_ID, ACE_Partner_Central_URL, ACE_Stage, ACE_Review_Status, ACE_Review_Comments
    • ACE_AWS_Seller, ACE_Engagement_Score, ACE_Involvement_Type, ACE_Origin, ACE_Expected_Spend
    • ACE_Sync_Status, ACE_Last_Synced_At, ACE_Sync_Error
    • the Co-sell with AWS checkbox, ACE_Co_Sell
  • A notification channel. CoSell subscribes to changes on Deals and renews the channel before it expires, so edits reach CoSell in seconds.
  • Your org's currency. CoSell reads the home currency and whether multi-currency is on. See Amounts and currency.

Your client secret and refresh token are stored in AWS Secrets Manager and never shown again.

Reconnect or re-activate

  • Re-activate runs activation again (fields, channel, currency) with the access you already granted.
  • Reconnect with Zoho takes you through the consent screen again. Use it when CoSell asks for a permission your earlier consent did not include; Re-activate cannot add permissions.

If something goes wrong

What you see What to do
invalid_client The client ID or secret is wrong, or the data centre doesn't match the API console you used.
invalid_redirect_uri The redirect URI saved in Zoho differs from the one CoSell shows. It must match exactly.
access_denied The consent screen was declined or closed. Connect again and approve.
invalid_code The code expired or was already used. Start again.
Fields were not created The Zoho user can't customise fields. Ask a Zoho administrator.
Sync stops for the day The daily Zoho API budget (Settings → General) was reached. Sync resumes the next day.

The Zoho Notifications API is not available on Zoho CRM's Free edition.