Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management.
Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success is a solid customer base. Maintaining important information about potential customers is also a critical element in managing a business effectively. In this post, we want to show you how to establish an integration that will manage data synchronization between different services efficiently.
Why integrate?
Integrating two services allows data to sync seamlessly between them. The Zoho Developer platform, Sigma, lets you build plug-in software extensions. Connector is a feature in Sigma that allows you to integrate with a third-party application through these extensions.
So let's say that an entrepreneur needs to sync Zoho CRM (client application) with Google Contacts (third-party application) and develops an extension using Sigma. Using the Connectors component, we can accomplish this integration between the applications. This integration will effectively sync contacts between the apps, providing consolidated customer information. This saves the entrepreneur's time and manual work. Below, we'll see the exact steps on how to establish a connection between these two services and export a contact from Zoho CRM to Google Contacts.
Topics covered:
➤ Creating a connection between Zoho CRM and a third-party application
➤ Registering with Google to obtain client credentials
➤ Adding a custom button and associating it with a custom function to perform an action
How to establish connections between services
To enable secure synchronization with a third-party application, certain authorization protocols must be followed. Zoho Developer provides two approaches for integrating services based on the type of user authentication supported by the third-party application:
1. If the third-party application that you want to integrate with Zoho CRM supports OAuth 2.0 protocol for user authentication, you can use connectors.
2. If the application you want to integrate with Zoho CRM only supports API key forms for user authentication, you can use custom variables.
In our scenario, lets see how to use connectors to create a secure connection with Google Contacts.
How to use connectors to establish a connection via OAuth 2.0
You will need URLs for a request token, access token and refresh token along with a client ID and secret to complete the connection process.
1. Choose Connectors from the left panel of the Zoho CRM console under Utilities, and then click Create Connection.
2. Provide the required information in the respective fields.
- Connector Name: A name for the connection to be established.
- Name of the Service: The name of the third-party application.
- Signup URL: The signup URL of the third-party application.
- Request Token: The URL for sending an authorization request to the third-party application server from the client application.
- Access Token: Once the request is authorized by the server, the access token is sent to the client. This token is exchanged every time the client needs to access the third-party application data.
- Refresh Token: There are few access tokens that expire after a limited time. In that case, this URL should be used to request a different access token.
Note: The URLs for a request token, access token, and refresh token can be obtained from the API documentation of Google.
For your reference, the values used in our example are as follows:
Request Token URL | |
Access Token URL | |
Refresh Token URL |
3. Click Save after providing the necessary details.
4. In order to obtain the Client ID and Client Secret, you must register with a web service (in our example, Google). If you need further instruction on how to obtain the Client ID and Client Secret, please take a look at the following section.
Note: The Redirect URL appearing in the Client Credentials dialog box is necessary to create the Client ID and Client Secret in the upcoming section.
5. Click Save after entering the Client ID and Client Secret to set the Client Credentials successfully.
6. Click Authorize Connector to Authorize the connection between the services. A connection is now successfully established between Zoho CRM and Google Contacts.
How to register with Google and obtain the Client ID and Client Secret?
1. Log into the Google API Console with your Gmail account credentials. Create a New Project.
2. Click ENABLE APIS AND SERVICES to manage the necessary APIs.
3. Search for the Contacts API, and click the ENABLE button to activate it.
4. Select the Credentials section present in the left panel, and click the CONFIGURE CONSENT SCREEN to fill in the application information.
5. Click Create after choosing either Internal or External depending on your target users.
6. Enter the Application name and the Authorized domain, and click Save.
7. Go back to the Credentials section, click CREATE CREDENTIALS, and choose OAuth client ID.
8. Provide the Application Name along with the Redirect URL that was listed on the CRM developer page during connector creation, and click Create.
9. The OAuth client credentials are now created and appear in a dialog box
10. Enter the unique Client ID and Client Secret obtained here in the Zoho CRM Client Credentials dialog box.
Add API calls and associate them with the connector
Upon authorizing the connection, the next step is to create a connector API that specifies how the components should interact. The steps to create connector APIs in the client application are:
1. Click Create Connector API. Enter the necessary details in the Create Connector API dialog box. In our example for adding a contact from Zoho CRM to Google:
Name of Connector API | PushContacts |
Method Type | POST |
URL |
Request Body:
<atom:entry xmlns:atom="http://www.w3.org/2005/Atom"
xmlns:gContact="http://schemas.google.com/contact/2008"
xmlns:gd="http://schemas.google.com/g/2005">
<atom:category scheme="http://schemas.google.com/g/2005#kind"
term="http://schemas.google.com/contact/2008#contact"></atom:category>
<gd:name>
<gd:givenName>${FirstName}</gd:givenName>
<gd:familyName>${LastName}</gd:familyName>
</gd:name>
<atom:content type="text">Notes</atom:content>
<gd:email rel="http://schemas.google.com/g/2005#work"
primary="true"
address="${Email}" displayName="${FirstName}"></gd:email>
<gd:phoneNumber rel="http://schemas.google.com/g/2005#work"
primary="true">
${Mobile}
</gd:phoneNumber>
<gd:organization rel="http://schemas.google.com/g/2005#work" primary="true">
<gd:orgTitle>${Title}</gd:orgTitle>
</gd:organization>
</atom:entry>
2. Click Create to create the Connector API successfully.
3. Click Execute to set the token variables.
4. Click Set & Execute, and observe the response code to check if the API works.
5. Click Publish after successfully executing the API.
Once published, the API needs to be associated with the extension. It appears under the Associated Connectors tab. Click Add to associate the connector GoogleSync with our extension CRMsyncGoogle.
Click View All APIs to check the Unique API Identifier.
Here, crmsyncgoogle.googlesync.pushcontacts is the Unique API Identifier.
Exporting contacts to Google from Zoho CRM
After the successful execution of the API connector, the next step is to implement the desired function. There are multiple options to do this. In our example, let's create a button and associate it with a custom function to push a contact from Zoho CRM to Google Contacts upon clicking.
Creating a "Push Contact to Google" custom button to perform the POST operation
Choose the Components section in the left panel of the extension console page. Select the Links & Buttons tab and click Create New Button.
Choose the Contacts tab, name the button, and choose the place where the button needs to be located. Select Writing Function as the action that will be performed by the button.
Write your custom function "pushcontact" to implement the "Push Contact to Google" button operation. This will allow you to push a contact from the Zoho CRM Contacts module to your Google Contacts.
pushcontact function Code Snippet:
cont_resp zoho.crm.getRecordById("Contacts",contact.get("Contacts.ID").toLong()); Firstname = cont_resp.get("First_Name"); Lastname = cont_resp.get("Last_Name"); mail = cont_resp.get("Email"); mobile = cont_resp.get("Mobile"); title = cont_resp.get("Title"); map = {"FirstName":Firstname ,"LastName":Lastname ,"Email":mail ,"Mobile":mobile ,"Title":title }; response = zoho.crm.invokeConnector("crmsyncgoogle.googlesync.pushcontacts",map); return "Contact Pushed"; |
How to check and test the functionality?
Click the Test your Extension button to check how your extension functions in the sandbox testing environment.
Under the Contacts module, in the testing environment, let's try and export "Customer2" to our Google Contacts. Click the Push Contact to Google button, and go to the Google Contacts to view your contact being added.
There are many different scenarios where connectors can be of use. In our example, we have seen how to add a contact from Zoho CRM to Google.
We recommend that you try using the connectors feature available in our developer platform to integrate with other third-party applications and reap the best benefits it has to offer.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Developer
Sunderjan Siddharth
700909992@zohoclosedAccount.com
Fernando Carello
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Blueprint - 'On hold' state with an automatic transition?
I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they areHOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceClient Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts
Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger onCalculate months and years between 2 dates on subform
I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employedCombine related grouping values into categories in CRM analytical components
Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to createHow Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4
Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,Tip #19 - Create checkbox tracker in your spreadsheet
Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sampleIntegrate Oracle with ZOHO CRM
Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it.UUIDs
Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?Introducing signer groups: Streamline signature collection and make it even faster
Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can openCalendar - Recurring Event - End of Month and Last Weekday of Month
How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?Duplicate Zoho Invoices and Sales Receipts
We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. ItIntroducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps
Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer ConsolePhone App of CRM doesn't find contacts
I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go[Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration
Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho AnalyticsIs there any support for Drivers license and other forms of ID scanning capabilities?
When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the helpExciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underGravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problemCan't delete bank transactions (i changed from 14 days trail to free just now)
Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to useLeave Policy for Brazil
Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25thAdding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in theAuto-Create OneDrive Folder Structure Upon Lead Creation
Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially createProfile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"Translate any published presentation to the language of your choice
As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced productBlueprint: multi-select lookup field not available in the criteria option
I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transitionApply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedWorkflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflowsRecord Template - Conditionally printing sections
Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.User can choose the PDF report
Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?Query table pull last 12 months
I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)PLEASE FIX Search options and consider a Global seach option
A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....Customize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization optionsBUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the followingShow iFrame of related List inside of Blueprint Transition
Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?Lookup Fields not Converting
I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were allStop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameterNext Page