Connections

Connections

Zoho Sites Connections are used to access a different Zoho service or to allow a third-party service to retrieve data. Connections are used for the Dynamic Content feature.

Types  

  1. Default connection: You can choose from the already available list of services, provide your credentials, and establish a connection.
  2. Custom connection: If the desired service is not available in the default services list, you can configure it on your own and connect to it.
You can create more than one connection for the same default or custom service.

Default connection

Perform the following steps to create a connection with a default service. Click Manage in the left menu pane on your Sites dashboard and navigate to Dynamic Content, then to the Connections tab.

Choose the Connections tab, then perform the following actions:

  1. You can click on Create Connection and click on the service under Pick Your Service to which you want to connect your Zoho Sites.



  1. You can also click Default Services listed under Services on the left panel. Choose the preferred service and click Create Connection.
     

  1. Provide the Connection Name. This will be the display name for your connection and can contain up to 50 characters.

  1. Provide the Connection Link Name. Link names must be unique and can be used in Deluge integration tasks and invoke URL scripts to establish authentication.

Note: The link name that you provide must satisfy the following conditions:
    • Must begin with a lower case letter

    • Can contain lower case letters, numbers, and underscores (_)

    • Can contain up to 50 characters

  1. Choose the appropriate scopes, if required.
    Note: The scopes and their availability vary depending upon the service that you pick. You can find the applicable scopes in the desired service's API documentation.

  1. A user permissions dialog will pop up. Provide your login credentials and click AUTHORIZE. Alternatively, click Allow if you are already logged in to the service.

  1. Upon successful authorization, the connection will be listed under My Connections.


Custom connection  

Click Manage in the left menu pane on your Sites dashboard and navigate to Dynamic Content, then to the Connections tab.

  1. Click Create Service under Custom Services.

  1. Under service details, provide the following information:

    • Service Name: This is the display name of the service that you want to create. Display name can contain up to 50 characters.

    • Service Link Name: The link name of the service to help you identify your custom service uniquely.

Note: The link name that you provide must satisfy the following conditions:      
    • Must begin with a lower case letter

    • Can contain lower case letters, numbers, and underscores (_)

    • Can contain up to 50 characters

  1. Authentication Type: Choose the authentication type based on the desired service's API documentation

  1. Under connection details, provide the following information:

    • Connection Name: The display name of your connection

    • Connection LinkName: Link names must be unique and can be used in Deluge integration tasks and invoke URL scripts to establish authentication.
      Note: The link name that you provide must satisfy the following conditions:

    • Must begin with a lower case letter

      • Can contain lower case letters, numbers, and underscores (_)

      • Can contain up to 50 characters

    • Scope (applicable only to OAuth 2 auth type): Scopes required to perform integration as specified in the desired service's API documentation.

    • Scope Delimiter (only applicable to OAuth 2 auth type): Delimiter with which the desired service API expects the scopes to be separated.

Note:

    • You can select from the supported delimiters: comma, space, and plus. If not specified, comma is assumed as default delimiter.

    • You can choose delimiters only if you provide more than one scope.

  1. A User Permissions dialog will pop up. Provide your authentication credentials and proceed. A summary of the connection will be displayed. Upon successful authorization, the connection will be created and listed under My Connections. The configured service will be listed under Custom Service.

 

By following the above steps, you can create and manage connections in the website and provide a better user experience. Managing connections on your website is important for ensuring that it is fast, secure, and reliable.

 
 
 
 
 
 
 

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Dynamic Content

                                                                                                                Dynamic content refers to website content that isn't fixed or static, but changes based on user action. Use dynamic content on your website to display data from third-party services without updating the website every single time. For example, you can ...
                                                                                                              • Sticky Content

                                                                                                                Sticky Content allows you to fix certain sections and elements on your page so that it follows as you scroll. It also creates the illusion of the content in the background moving as certain sections stay fixed. Only elements within the column and box ...
                                                                                                              • Auto suggest regional content

                                                                                                                Site preferences enable you to customize various aspects of your website at a site-wide level. The Auto suggest regional content feature requires websites to have both the subsite functionality enabled and content displayed in another language (via ...
                                                                                                              • Elements - Content & Containers

                                                                                                                Content and Containers allow you to add and display elements in various styles. It helps make your layout look more creative, organized, and structured. You can choose from various options to add these elements to your Zoho Sites website. To add ...
                                                                                                              • Apps

                                                                                                                You can use apps to reach a wider audience and encourage user engagement. Embed widgets like Comment Boxes, Social Share, Zoho Bookings, Instagram Feed, and Dynamic Content to interact with your users. To access your apps: 1. Click the Add icon in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources