Kaizen #18 - Ruby SDK
Hello everyone!
Welcome back to another week of Kaizen!
This week, we will discuss the Ruby SDK.
What is the Ruby SDK for Zoho CRM?
Ruby SDK allows you to create client Ruby applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM.
Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Ruby Application.
What can you do with the Ruby SDK?
- Exchange data between Zoho CRM and the client application where the CRM entities are modeled as classes.
- Authenticate your application easily every time you sync data between Zoho CRM and your application, as the SDK takes care of generating the access/refresh tokens automatically.
Environment Setup
The client app must have the Ruby version 2.3.7 or above installed. Refer to Ruby Installation for the steps to install Ruby.
How to Start using the Ruby SDK?
Follow the below steps:
- Step-1: Register your application (Self Client or Web-based client)
- Step-2: Install the SDK
- Step-3: Initialize the SDK
3.a. Choose the token persistence method
3.b. Set up the configuration dictionary
3.c. Generate the tokens - Step-4: Connect to Zoho CRM through the available methods
Let us now discuss these steps in detail.
Step-1: Register your application
All the Zoho CRM APIs are authenticated by the OAuth2.0 standards. It is mandatory to authenticate your application with Zoho.
You can register your application either as a Self Client (single user app) or a web-based app (multiple users app).
1.a. Self Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the Client Type as Self Client, and click CREATE.
- You will receive a client ID and a client secret upon successful registration.
1.b. Web-based Client
- Go to https://api-console.zoho.com.
- Click ADD CLIENT.
- Choose the client as Web based and click CREATE NOW.
- Specify the client name, homepage URL of your application's UI, and a redirect URI to which you want to redirect the users after they grant consent to your application.
- Click CREATE.
- Your Client ID and Client Secret will be displayed.
Step-2: Install the SDK
The Ruby SDK is available as a gem.
Run the below command to install the Ruby SDK for Zoho CRM.
gem install ZCRMSDK |
Step-3: Initialize the SDK
Initializing the SDK involves the following steps.
- Step 3.a - Choosing the token persistence method
- Step 3.b - Setting up the configuration dictionary
- Step 3.c - Generating the tokens
3.a. Token Persistence
Your application should retain tokens (grant, access, and refresh tokens) to automate the process of data transfer between your Ruby application and Zoho CRM.
You can persist (store) the tokens in three ways.
a. MySQL Persistence (default)
b. File Persistence
c. Custom DB Persistence
a. MySQL Persistence
When you want to store the tokens in the MySQL DB, ensure that MySQL2 is installed.
Run the below command to install MySQL2.
gem install mysql2 -v 0.5.2 |
For this type of persistence, you must include the following keys in the configuration dictionary (discussed in the next section), along with other mandatory keys.
"mysql_username":"root",
"mysql_password":"*****",
"mysql_port":"port_number"
Note
When you use MySQL persistence, ensure that
- MySQL runs in the same machine serving at the mentioned port. (by default 3306).
- There is a database named zohooauth.
- There is a table name oauthtokens with the columns useridentifier (varchar(100)), accesstoken (varchar(100)), refreshtoken (varchar(100)) and expirytime (bigint).
b. File Persistence
If you want to store the tokens in a file, you can create a file named zcrm_oauthtokens.txt and provide the absolute path of the folder containing this file in the below key of the configuration array.
"token_persistence_path":"path_to_the_folder_containing_the_txt_file"
If you do not create this file, the SDK itself creates this file in the path you have specified, and persists the token there.
Note: This method is recommended only for self client apps.
c. Custom DB Persistence
To use this method, you need to provide the following keys in the configuration dictionary.
"persistence_handler_class_path":"absolute path to the custom DB implementation"
"persistence_handler_class":"class name of the custom implementation".
You can use the inbuilt ZohoPersistenceHandler interface and include the following custom functions.
- saveOAuthData(ZohoOAuthTokens tokens)
- deleteOAuthTokens($userEmailId)
- getOAuthTokens($userEmailId)
Note
The order of precedence for token persistence is custom, file, and DB persistence. That is, if you provide the details for custom persistence (in persistence_handler_class_path) and file persistence details (in token_persistence_path), then custom persistence is given priority over file.
3.b. Configuration dictionary
The below tables contains the list of keys you must include in the configuration dictionary based on the type of persistence.
Mandatory Keys
File Persistence | MySQL Persistence | Custom DB Persistence |
client_id | client_id | client_id |
client_secret | client_secret | client_secret |
redirect_uri | redirect_uri | redirect_uri |
token_persistence_path | db_username | persistence_handler_class |
- | db_password | persistence_handler_class_path |
- | db_port | - |
current_user_email | current_user_email | current_user_email |
Optional Keys
File Persistence | MySQL Persistence | Custom DB Persistence |
application_log_file_path | application_log_file_path | application_log_file_path |
log_in_console | log_in_console | log_in_console |
sandbox | sandbox | sandbox |
access_type | access_type | access_type |
accounts_url | accounts_url | accounts_url |
api_base_url | api_base_url | api_base_url |
api_version | api_version | api_version |
Where,
- client_id, client_secret, and redirect_uri - Client details you received after registering your application. For self client apps, you can pass a dummy value for the redirect uri.
- token_persistence_path - The relative path to store the OAuth tokens in the zcrm_oauthtokens.txt file. This key is mandatory if you want to use file persistence.
- db_username, db_password, db_port - The MySQL username, password, and the port, respectively.
- persistence_handler_class - Name of the class of the custom implementation for persistence. This key is mandatory if you want to use custom persistence.
- persistence_handler_class_path - The absolute path to the custom DB implementation (.rb file).
- application_log_file_path - The absolute path to log the exceptions during the usage of the SDK.
- log_in_console - To print the exceptions on the console screen, when set as "true".
- sandbox - Boolean key to make API calls to the sandbox environment. The value true makes API calls to the sandbox. Default value is false.
- access_type - Must be set as offline as the SDK does not support online OAuth client, now.
- accounts_url - The domain-specific accounts URL from which you generate the tokens.
This key is mandatory when the user is not in the "com" domain.
For US: https://accounts.zoho.com
For EU: https://accounts.zoho.eu
For CN: https://accounts.zoho.com.cn
For IN: https://accounts.zoho.in - api_base_url - The domain-specific API URL from which you make API calls. For users from domains other than the US, this key is mandatory.
For US: https://www.zohoapis.com
For EU: https://www.zohoapis.eu
For CN: https://www.zohoapis.com.cn
For IN: https://www.zohoapis.in - api_version - Represents the version of the CRM APIs. The value is v2.
- current_user_email - The email ID of the current user. You must set this either in the configuration array or ZCRMSDK::RestClient::ZCRMRestClient.current_user_email = "current user email id".
Below is a configuration dictionary with all the keys.
config_details = { 'client_id' => 'xxxxx', #mandatory 'client_secret' => 'xxxxxx', #mandatory 'redirect_uri' => 'https://www.zoho.com', #mandatory 'current_user_email' => 'abc@xyz.com', #mandatory (should be either set in config array or ZCRMSDK::RestClient::ZCRMRestClient.current_user_email = "current user email id" ) 'api_version' => 'v2', #optional,default is v2 'sandbox' => 'false', #optional default is sandbox 'application_log_file_path' => "/Users/xxxx/Desktop/log.log", #optional, absolute path of log file 'log_in_console' => 'true', #optional default is false, to log on the console 'persistence_handler_class_path' => 'absolute/path/to/customClass.ruby', #absolute path to the custom db implementation 'persistence_handler_class' =>'classname', #name of the class 'token_persistence_path'=>'relativepath/to/zcrm_oauthtokens.txt', #for file persistence 'db_username' => 'username', #optional, default root 'db_password' => 'password', #optional, default '' 'db_port' => 'port_number', #optional, default 3306 } |
Now that you have created and registered your app with Zoho, you must authenticate it.
Pass the configuration dictionary in the method ZCRMRestClient.init(config) and authenticate your app.
3.c. Generating the tokens
As the V2 Zoho CRM APIs follow the OAuth2.0 protocol, it is mandatory to authorize the OAuth2.0 app before using the SDK functions.
You can generate an access token from a grant token.
You can generate the grant token in two ways based on the type of client.
For Self Client Applications
- Go to Zoho Developer Console.
- Select your Self Client.
- Provide the necessary scopes separated by commas, along with the scope aaaserver.profile.READ.
- Select the Time Duration from the drop-down. This is the time the grant token is valid for.
- Provide a description for the scopes. Click GENERATE.
- Copy the grant token.
For Web-based Applications
It is the responsibility of your client app to generate the grant token for the users trying to login.
Your Application's UI must have the Login with Zoho option to open the grant token URL of Zoho, which would prompt for the user's OAuth2.0 authorization.
Upon the successful login of the user, the grant token will be sent as a parameter to your registered redirect URL.
Generating an access token from the grant token
Use the below code snippet in your main class.
client = ZCRMSDK::OAuthClient::ZohoOAuth.get_client_instance grant_token = 'grant_token' client.generate_access_token(grant_token) |
Note
- The code snippet to generate the access token from the grant token is valid only once per grant token. If the grant token expires before you generate the access token, you must generate a new grant token only.
- Generating access and refresh tokens is a one-time process. After the tokens are generated the first time, the SDK persists them based on the keys defined in the configuration dictionary, and refreshes the access token as and when required.
Step-4: Connect to Zoho CRM through the available methods
Here is a sample to get a specific user's details. You can find the code for this sample in the attachment.
The isTokenGenerated Method
def self.is_token_generate(user) tokens = ZCRMSDK::OAuthClient::ZohoOauth.get_persistence_instance.get_oauth_tokens(user) unless tokens.nil? return true end rescue Exception => e return false end |
You need to add this method to check if the access token has already been generated or not. It returns a Boolean value.
- true - The access token has already been generated.
- false - The access token has not been generated previously, thus, it shifts the control to the code snippet that leads to access token generation.
For more sample codes, refer to our SDK guide.
We hope you found this post useful. Stay tuned for more!
Cheers!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
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
Shylaja S
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
no me llegan los correos a Zoho mail
No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? graciasGroup Calendar as Default for adding new events, etc?
Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.Bookmark Loading is Buffering
Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,Zoho Webinar custom registration fields into Zoho CRM
I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhereGitLab Extension for Zoho Desk: Connecting support and development for faster resolutions
Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, betterDownload Google Drive Shared Image/File Using Deluge – Complete Guide
Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explainsHow to update Acuity appointment fields from Zoho Flow?
Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so thatNo horizontal scroll bar in reports
Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"
Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-markerfilter broke my data
I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize theyRequest to remove domain "greentechcoatings.vn" from previous Zoho account
Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown accountTrigger actions in third-party apps using Zoho Flow
Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow andEnroll, Script, Win: Hackathon 2025!
Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTERZoho Help Desk - Not receiving emails
Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articlesAlmost all Flows are being queued
A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimesEmployment Contract / HRMS Documents - Zoho People
How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.Live webinar: Craft and deliver impactful slides with Show’s desktop apps
If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktopEnhancements to Bigin's forms
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefineDirect link to Record Summary
Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ? Should I use the URL by passing some parameters ? Thank you very much for your help ! GuillaumeAmendment effective date
Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is alwaysShow both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,STOCK history in zohosheets
is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.Agent password reset
Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? RegardsCan receive but not send messages in Zoho Mail
Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.Mail is sent twice!
Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my caseCan't login IMAP suddenly
Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified
I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online toBug tracking
Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.Migration of corporate mail environment from Yandex 360 to Zoho mail
I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have someI'm unable to send mail pthrough Zoho SMTP programmatically
This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports todayCan no longer send email via Django site
This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell andunable to send email but able to receive email
my email address is info@securityforceservices.caLogin to server failing
When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did notConfiguration failed: 200 response not received for POST request.
Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same errorZoho Migration Assistant not working
Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,Contacts Missing — PeopleSync/Zoho Mail
English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?
Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,Kaizen #57 - Mass Update API in Zoho CRM
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API 3. Schedule Update and Get StatusGetting Attachments in Zoho Desk via API
Is there a way to get attachments into Zoho Desk via an API? We have a process by which a zoho survey gets sent to the user as a link in a notification. The survey has several upload fields where they can upload pdf documents. I've createdPincode based Product Restriction
we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict productsNext Page