Creating a Gmail integration using custom connectors

Creating a Gmail integration using custom connectors

Hello everyone!

Greetings from Deluge. Following up on our series aimed at exploring the capabilities of Deluge, today we'll take an in-depth look into the Deluge custom connections that can be created across Zoho services.

Deluge boasts an extensive range of over 260 built-in integrations spanning more than 35 Zoho services. These integrations streamline data access and modification with these services, from a single point in Zoho, without having to toggle between services. However, we understand that the needs of our users vary widely, and sometimes existing integrations may not cover every scenario.

That's where custom connections come in. Think of them as the Swiss Army Knife of integrations, enabling connections with hundreds of services—such as Gmail and Outlook—and seamlessly integrating them with your favorite Zoho services. With custom connections, you have the power to build your own integrations with virtually any third-party service and tailor them to meet your requirements. Moreover, since the custom connections use the OAuth 2.0 authentication mechanism, you're getting best-in-class security while integrating with third-party services.

What are connections? 
Before we dive into the details of custom connectors, let's take a glimpse at what connections are in Deluge. Connections are a means to connect your Zoho account and any third-party accounts you wish to integrate with. Once a connection is created and connected, you can use it in Deluge integration tasks or invokeURL scripts to perform REST operations on the target service from the required Zoho service. For more information, visit our Connections help doc.
  
Use case 
Assume the sales team of an organization uses Zoho CRM for managing leads, customer retention, and customer acquisition, and uses Gmail for communication purposes, like following up with potential clients via email.   While the system works as is, it's time-consuming and prone to error, so an integration between Gmail and Zoho CRM is necessary to improve efficiency.

A custom connection to your Google account will enable you to sync your Zoho CRM and Google accounts, allowing you to perform actions related to your Google account from Zoho CRM. For example, you can invoke the connection using the invokeURL task in Zoho CRM and send an email to your leads from your Gmail address.

Steps to configure the Google custom connection

Configuration video


Configuration steps
Creating Google OAuth credentials
  1. Visit https://console.cloud.google.com/.
  2. Click the dropdown and choose the required project.
  3. Navigate to the hamburger menu on the left and click APIs and services -> Library.
  4. You'll be taken to the API library page. Navigate to the Google Workspace section and click Gmail API.
  5. Next, click Enable on the Gmail API product details page.
  6. In order to use this API, you'll need to create credentials. Click CREATE CREDENTIALS.
  7. On the Create credentials page, choose Gmail API in the Select an API dropdown and User Data under the What data will you be accessing? section. Click Next.
  8. Next, on the OAuth consent screen, enter the App name, User support email, and Developer contact email address. Then click Save and Continue.
  9. Next, under the Scopes section, click the ADD OR REMOVE SCOPES button.
  10. In the Update selected scopes pane, search and select the gmail.readonly scope. Click Update, and then click Save and continue.


  11. Now, under the OAuth Client ID section, choose Web application in the Application type dropdown. Then name your app.


  12. Enter https://deluge.zoho.com/delugeauth/callback as the Authorized redirect URI.
  13. Click Create and download your credentials. This Client ID and others will be required later, while creating a connection in Zoho CRM.
  14. Navigate to the OAuth consent screen and click Add users under Test users. Enter the user's email address and click Save.
Creating a custom connector for Gmail
  1. Now the action shifts to Zoho CRM. Navigate to crm.zoho.com -> Settings -> Connections.
  2. Choose Custom Services and click Create Service.
  3. On the Create Service screen, choose OAuth 2.0 as the Authentication type and Header as the Parameter.
  4. Enter the Client ID, Client Secret, and Authorize URL generated from Google as shown in step 12 above.
    Tip: Having the Offline access type will allow your application to refresh tokens even when the user is not actively using the application.
  5. Then enter https://oauth2.googleapis.com/token as the Access token URL and Refresh token URL.
  6. Specify the necessary scopes like read and create, etc. and then click Create Service.
  7. On the next page, click Create Connection. Give the connection name and choose the scopes. Then click Create and Connect.
  8. Finally, authenticate the connection on the Google accounts page. Your custom connection will be created, and the two services can be integrated!
Now that the connection between Zoho CRM and Gmail has been established, you can use the invokeURL task to access and modify data in Gmail using the different APIs.

Sample
You can use the below code in invokeURL task to get the latest emails from Gmail.

userId = "emailaddress@gmail.com";
get_gmail = invokeurl
[
url: "https://gmail.googleapis.com/gmail/v1/users/"+userId+"/messages"
type: GET
connection : "connectionname"
];
messageID = get_gmail.get("messages").get(0).get("id");

get_gmail_withID = invokeurl
[
url: "https://gmail.googleapis.com/gmail/v1/users/"+userId+"/messages/"+messageID
type: GET
connection : "connectionname"
];

Content_of_the_mail = get_gmail_withID.get("snippet");
info "Mail Content : " + Content_of_the_mail;

gmail_values = get_gmail_withID.get("payload").get("headers");
for each headers in gmail_values
{
if ( headers.get("name") == "Subject" )
{
info "Subject of the Mail : " + headers.get("value");
}
if ( headers.get("name") == "From" )
{
info "From Address : " + headers.get("value");
}
}

References

----

And that's a wrap for today! We hope you found this post informative and start using custom connections to experience the full capabilities of Deluge and Zoho.

Kindly let us know if you have any questions, feedback, or suggestions in the comments, or write to us at support@zohodeluge.com!
 
Regards,
The Deluge Team
      • Recent Topics

      • Zoho Certified Workshops in Berlin | 20. - 21. April

        Liebe Mitglieder der deutschen Zoho-Community! Wir freuen uns, Ihnen mitteilen zu können, dass unsere Zoho Certified Workshops am 20. und 21. April nach Deutschland zurückkehren! 📍Wo finden die Workshops statt? Die zertifizierten Workshops finden im
      • Zoho Payroll Expansion Plans

        Dear Zoho Team, I truly appreciate the continuous innovation and improvements you bring to your suite of products. However, I—and I’m sure many others—would love some clarity on your Zoho Payroll expansion roadmap. Currently, it’s only available in the
      • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

        Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,
      • How do I setup the performance review module?

        I am pretty adept when it comes to learning software and I've set up quite a few Zoho Apps over the past 3 years.   But for the life of me, I can not figure out Zoho People performance reviews. I've figured out the "Organization" & LMS Modules, but the
      • Recurring Addons

        Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item
      • Cancellation Fees

        Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees
      • Allow agents to enable or disable feed notifications from certain departments

        Hello everyone, Agents who are part of multiple departments receive feed notifications frequently from across the departments. They may not be actively involved in performing every action in all departments. For example, an agent could be a part of both
      • WorkDrive API returning empty response even after placing file in Team Folder

        Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The
      • Address Typeahead Extension for Zoho Books

        I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?
      • Transaction Rules & Customer Payments

        So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
      • Can I Integrate ADP Payroll with Zoho Books?

        Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?
      • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

        Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?
      • Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

        Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
      • How to create a new Batch and update Stock via Inventory?

        Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
      • Zoho books Inventory valuation report VS Stock GL value

        At one client, we track inventory using composite (bundled) items, and in the system settings we have enabled the option to prevent stock from going below zero. After the year-end physical count and quantity adjustments, we identified a mismatch: Inventory
      • Zoho Zoom extension for CRM

        When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this
      • Stereo audio

        L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.
      • Zoho Surveys

        Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and
      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,
      • Writing SQL Queries - After Comma Auto Suggesting Column

        When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
      • New Enhancements to Zoho CRM and Zoho Creator Integration

        Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
      • Desk API that can search Merged Tickets

        Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention
      • Issue with "Send Email" from Quotes not loading Email Template data

        Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls
      • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

        Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order
      • Zoho Projects and CRM Integration in Analytics

        Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is
      • Cursor lands on disabled fields when tabbing through forms

        As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of
      • Permission query

        we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
      • Zoho Forms sheet prefil

        I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve
      • "Create Deal" button should default to the currently selected layout/pipeline

        When viewing Deals in Kanban or List view with a specific layout and pipeline selected, clicking "Create Deal" should default to that same layout — not the profile's default layout. Currently it always opens the default layout regardless of context, requiring
      • Canvas: is it possible to have a fixed header?

        Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
      • Zoho LandingPage pricing update: Essentials plan is now fully free!

        Hello Everyone, We have updated the Zoho LandingPage pricing structure. The Essentials plan, previously priced at $9 per month for 1,000 visitors, is now fully free, and the visitor limit has been increased to 5,000. With this change, users can start
      • ZOHO.CRM.UI.Record.open not working properly

        I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
      • Zoho Survey – Page Skip Logic Not Working

        Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different
      • Automatically create an Delivery Challan basis a Sales Order.

        Hi, I wanted to know if there is a possibility to automatically populate a Delivery Challan basis a Sales Order. Is it possible to do this with custom functions? If yes, how? 
      • Zoho Form URL displays incorrect name

        Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any
      • Finding rhythm through poetry

        Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry
      • Zoho Desk Ticket SLA Level

        Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has been
      • Allow Font Size 11 in Editors...

        That is basic functionality...
      • 【まだ間に合う!】Zoho ユーザー交流会 | AI活用・CRM・Analytics の事例を聞いて、ユーザー同士で交流しよう!

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で開催する「東京 Zoho ユーザー交流会 NEXUS」へのお申し込みがまだの方は、この機会にぜひお申し込みください!(参加無料) ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー イベントの詳細はこちらから▷▷ https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost3 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
      • Where is the scheduled report in New UI?

        Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..
      • Next Page