Zoho Connection

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The Zoho integration connects Revspire with your Zoho CRM account for organization-level and user-level workflows.

Where to Configure

  • Service user (org-level): Setup > Deal Room > CRM Integration
  • User connection (per-user): Main > Settings > Connection

Step 1: Service User Connection (Required First)

  1. Go to Setup > Deal Room > CRM Integration .
  2. Select CRM: Zoho .
  3. Set Connection Name .
  4. If shown, select region/data center (for example .com , .eu , .in ).
  5. Click Connect and complete Zoho authorization.
  6. Confirm status = Connected .

Copy Box: Service User Values

CRM: Zoho
Connection Name: revspire-{org_slug}-zoho-svc-prod
Region/Data Center: .com (or your org region)
Environment: Production
Expected Status: Connected

Step 2: User Connection

  1. Go to Main > Settings > Connection .
  2. Click + Add Connection .
  3. Select CRM: Zoho .
  4. Set Connection Name .
  5. Optional: enable Set as Primary .
  6. Complete Zoho authorization and save.

Copy Box: User Connection Values

CRM: Zoho
Connection Name: revspire-zoho-{user_email}
Set as Primary: true (recommended)
Expected Status: Active / Connected

Important Region Note

Use the same Zoho region your CRM tenant is provisioned on. A region mismatch can cause authorization failure or API permission errors.

Troubleshooting

  • If user cannot connect, verify Zoho app authorization policy in your tenant.
  • If connection saves but sync fails, confirm the region/data-center selection.
  • If token expires, reconnect using the connection action in Revspire settings.