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

Connections
invokeURL

----

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

• Topic Participants

• Ashwin Vishal R

  

• Kaushal

• Anand M B

  

• Recent Topics

• Wrong Time on Exported Records

  Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

• Sync workspace - table

  I have connected two workspaces and I have imported two different query tables from one workspace to the other one, that was a succes. But now I want to import another query table from the same workspace to the other but I get an error. Why is that? (there

• Subir o Preço Unitário já acrescido de um valor

  To com um desafio grande, e se alguém conseguir me ajudar, seria ótimo! O que eu preciso é que o na hora de adicionar um item no subformulário dos itens cotados do módulo Orçamentos, o preço de lista do item venha acrescido de 20% automaticamente e de

• Ring in the New Year with Guided Conversations for Smooth Offline Support

  As we step into the new year, it’s time to refocus, re-energize, and gear up for fresh opportunities. But what about your customers as they begin the year with their own set of challenges or queries to resolve? With Zoho Desk’s Guided Conversations (GC),

• Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

  As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

• updateTask Zoho Connect API

  When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':

• Can Creator integrate with a CRM Sandbox

  zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Zia Call Intelligence only up 10 License

  I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling

• Accrue Leave by Hours Worked?

  My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• error in importing customers

  get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

• Workflow Based on Manual Journal

  Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

• Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,

• New Year Wishes to the Zoho Finance Developer Community!

  Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Ayuda con zoho creator x zoho Crm

  Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra

• How to Replace an Assessment in a Job Opening on Zoho Recruit

  Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Input GST Reversal for damaged goods

  In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

• Introducing Record Summary: smarter insights at your fingertips

  Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

• No longer get Cliq notifications on phone if app not started

  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Deluge script to add Mail Task

  Has anyone out there created a custom function to create a Zoho Mail task? I'd be interested in hearing how you accomplished it. Sample code is appreciated!

• Tags with Zapier

  Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be

• Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

  Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

• How to apply blueprint on tickets that created from IM module

  Hello, I have an issue applying blueprint on tickets that created from WhatsApp conversation, the tickets matches with the blueprint criteria but still we are not able to put these tickets into the blueprint. I've tried with deferent type of tickets and

• Function #4: Schedule Customer Statements

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

  Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have

• Paid Support Plans with Automated Billing

  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

• Contacts Don't Always Populate

  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

• How to get NSE/BSE Stock Prices in Zoho sheets?

  I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• Cannot edit email text in Zoho Form rules

  I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email

• Can multiple agents be assigned to one ticket on purpose?

  Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

• For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

• how can I hide this Module?

  Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j

• Domain verification is in progress... (How long do I need to wait?)

  Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

• How to display profile picture for distribution list?

  I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those

• Next Page