1. Login to zoho api console: https://api-console.zoho.com/
2. Click “Get started” button
3. Select “Self Client”
4. Keep selection to “Self Client” and click Create button, confirm that you want to enable self client
5. Client ID and Client secret will be auto generated, keep this info safe for later use in Leader
6. Click the “Generate code” tab and enter Scope: ZohoCRM.modules.ALL, Time duration: 10 minutes and Scope description: anything (ex. “crud”) and click “Create” button
7. On the next screen for “Select portal” click “CRM” and select “Production” and click “Create” button
8. On the next screen zoho will generate auth code that will be used in Leader (together with client ID and client secret) to generate auth tokens. You need to perform actions in Leader within 10 minutes (duration of auth code).
9. To broadcast leads from Leader to Zoho, you need to set your campaign settings broadcast link to https://www.leader.online/leader/post/zoho.php and set broadcast method to POST. For campaign broadcast Post fields, after your done adding required fields, attach: zoho_client_id=YOUR_ZOHO_CLIENT_ID. Ex. First_Name=[[Fname]]&Last_Name=[[Lname]]&Email=[[Email]]&zoho_client_id=YOUR_ZOHO_CLIENT_ID Make sure you match campaign broadcast post fields to Zoho leads fields (Setup > Developer Space > APIs > API Names > Leads. Choose “Fields” from the “Filter By” drop-down). Zoho system-defined mandatory field is Last_Name and can’t be left empty.
This feature adds leads to https://www.zohoapis.com/crm/v2/Leads which is “Leads” modul of Zoho CRM
