Zoho SalesIQ
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This is AI-generated content based on official Zoho SalesIQ documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Zoho SalesIQ directly.
Requirements
To use the Zoho SalesIQ app in Make, you must have an active Zoho account and register your application in the Zoho Developer Console to obtain a client ID and client secret, create your account on Zoho SalesIQ. For subscription, refer to the Zoho SalesIQ pricing page.
Connect Zoho SalesIQ and Make
To get started, you must first create a connection between Zoho SalesIQ and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your Zoho SalesIQ account
Create the connection in Make.
Obtain your OAuth2 credentials in your Zoho SalesIQ account
Before you create the connection in Make, you should first obtain your OAuth2 credentials in your Zoho SalesIQ account.
To obtain your OAuth2 credentials :
Navigate to Zoho Developer Console.
Click Add Client ID on the API credentials page.
Enter your application name, client domain, and the redirect URI when prompted.
If prompted, enter the callback URI: https://www.integromat.com/oauth/cb/zoho-salesiq.
Click Create to generate your credentials.
Copy the Client ID displayed on screen.
Copy the Client secret displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Zoho SalesIQ module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Zoho SalesIQ account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Zoho SalesIQ modules
After connecting to the Zoho SalesIQ app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Zoho SalesIQ resources
You can have access to more resources related to this app on the following links