Zoho is multi-region — your account lives in one specific data center, and the OAuth flow has to go through the matching region's auth servers. Anexus asks you which one before redirecting.
Before you start
- Zoho CRM account on any plan that exposes the API (Free plan included).
- Know which data center your Zoho account is in (you can tell from the URL of your Zoho dashboard).
Quick data center reference
| Your Zoho URL ends in… | Pick this DC |
|---|---|
.zoho.com | US |
.zoho.eu | EU |
.zoho.in | IN |
.zoho.com.au | AU |
.zoho.jp | JP |
.zohocloud.ca | CA |
Step 1 — Pick your DC + click Connect
In Anexus, Settings → CRM Integrations → Zoho CRM.
From the small dropdown next to the Connect button, select your data center (US, EU, IN, AU, JP, or CA).
Click Connect with Zoho CRM. You're redirected to Zoho's login page in your chosen region.
Step 2 — Log in and authorize
Sign in with your Zoho credentials.
Zoho shows you a consent screen. Anexus asks for:
- ZohoCRM.modules.contacts.ALL — read & write Contact records
- ZohoCRM.users.READ — read your user record (used to display your account name)
Click Accept.
Zoho redirects you back to Anexus. The Zoho card flips to a green "Connected" state.
What syncs to Zoho CRM
Each captured contact becomes (or updates) a Zoho Contact. We use Zoho's upsert endpoint — same person submitting your form twice updates the existing Contact, never creates a duplicate.
Fields synced:
- First Name, Last Name (Last Name defaults to "Unknown" if absent — required by Zoho)
- Phone
- Title
- Account Name (from company field)
Use Sync past contacts on the Zoho card to backfill anything captured before connecting.
If something goes wrong
"Invalid Client" on the consent screen
You picked the wrong data center. The Anexus app is registered in each Zoho region separately — if you select US but your account is in EU, Zoho's US server can't find a matching app. Disconnect, pick the correct DC, try again.
"Zoho session invalid" on Test
The access token expired and the refresh failed. This is rare — disconnect and reconnect.
Contacts missing fields in Zoho
Zoho orgs sometimes add custom required fields. Our upsert only sends the standard fields; if your org requires custom ones, the contact still saves but with empty custom values. Your admin can mark those custom fields as non-required, or you can fill them in manually.
How to disconnect
Click Disconnect in Anexus. To also revoke on Zoho's side: log in to Zoho, click your profile, My Account → Active Authtokens, find Anexus Connect, click Revoke.