Inboxed + Zoho CRM
Upsert interested leads and meetings into Zoho CRM Leads or Contacts with a note, and set Email Opt Out on unsubscribes.
Zoho CRM connects through a Self Client you create, so Inboxed never needs your Zoho password. Interested replies and booked meetings are upserted into Leads (or Contacts, if you choose), matched on Email.
Unsubscribes set Zoho’s own Email Opt Out field, so the rest of your Zoho stack respects them too.
What you can do
- Upsert records in Leads or Contacts, matched by email
- Attach the reply as a note
- Set Email Opt Out when a lead unsubscribes
- Record bounces
Events it can receive
- Interested reply
- Meeting booked
- Lead unsubscribed
- Email bounced
Set it up in 3 steps
- At api-console.zoho.com (or your data centre’s console), add a Self Client and copy the Client ID and Secret.
- Generate a code with scope ZohoCRM.modules.ALL,ZohoCRM.users.READ and exchange it for a refresh token, as the connector explains.
- In Inboxed → Integrations → Zoho CRM, paste them with your data centre (com, eu, in, com.au, jp or ca) and pick events.
Full setup text, as shown in the app
Go to api-console.zoho.com (on your data centre, e.g. api-console.zoho.eu) → Add Client → Self Client. Copy the Client ID and Client Secret. Under Generate Code enter the scope ZohoCRM.modules.ALL,ZohoCRM.users.READ and create a code, then exchange it within its time limit for a refresh token by POSTing grant_type=authorization_code, client_id, client_secret and code to https://accounts.zoho.<dc>/oauth/v2/token. Paste the refresh_token from the answer.
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Zoho CRM is a trademark of its owner. Inboxed isn’t affiliated with or endorsed by it. Any fees Zoho CRM charges are billed by Zoho CRM, not Inboxed.
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