How to integrate ADManager Plus with Zoho CRM
Overview
Zoho CRM is a comprehensive and cloud-based Customer Relationship Management (CRM) software which is designed to help businesses of all sizes manage their customer interactions, streamline sales processes, and improve customer relationships. ADManager Plus can be integrated with Zoho CRM to seamlessly manage the entire lifecycle of your sales and customer relations team. With ADManager Plus, you can start managing updates to Zoho CRM user accounts in AD, Microsoft 365 and Google Workspace, automate the routine activities like moving users across groups and access relevant reports from a single console.
Actions supported
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Steps to integrate ADManager Plus with Zoho CRM:
Log into ADManager Plus.
Navigate to the Automation tab and click Application Integrations.
Under Enterprise Applications, click the Zoho CRM tile.
Toggle the Enable Zoho CRM configuration button to use the Zoho CRM integration.
Basic details under the Authorization tab are pre-filled. You only have to fill in the Client ID and Client Secret fields after you create an application in the Zoho API console and obtain the Client ID and Client Secret.
Copy the pre-filled Callback URL to clipboard, so that it can be used during registering your application in the Zoho API console.The steps to obtain the Client ID and Client Secret can be found later.
8. Click Test and Save.
10. Finally, under the section Data Source- LDAP attribute mapping map the LDAP attributes with the appropriate Zoho CRM attributes.
11. Click Save.
Steps to obtain the Zoho CRM Client ID and Client Secret:
To begin, visit Zoho API console.
Click Get started and choose Server-based Applications.
In the subsequent window that pops up, fill in the Client Name and Homepage URL. In the Authorized Redirect URIs field, paste the redirect URL or the Callback URL you copied from ADManager Plus. Now click CREATE to find the Client ID and Client Secret, and add them under Authorization details in ADManager Plus.
New to ADSelfService Plus?
Related Articles
How to integrate ADManager Plus with Zoho People and streamline user lifecycle management
By integrating ADManager Plus and Zoho People, users can be automatically created in Active Directory based on the user details entered in Zoho People. Apart from user creation, this integration also supports user account management actions. Actions ...How to integrate ADManager Plus with Close CRM
Overview Close CRM is a versatile CRM solution that empowers organizations to effectively manage and cultivate customer relationships. It is an all-in-one solution that includes everything you need to manage your leads, contacts, and sales pipeline, ...How to integrate ADManager Plus with Zoho Desk
Overview Zoho Desk is a one-stop ticketing software for all types of business, starting from start-ups to large enterprises. It helps manage and provide for customer requests efficiently. Enterprises can leverage multiple benefits when Zoho Desk is ...How to integrate ADManager Plus with Salesforce CRM
Steps to generate the Client ID and the Client Secret in Salesforce: Navigate to Home > Apps > App Manager > New Connected App Check the Enable OAuth Settings box for that connected app. Select the following scopes: Manage user data via APIs (api) ...How to integrate ADManager Plus with ActiveCampaign
Overview ActiveCampaign is a dynamic and comprehensive customer experience automation platform, offering organizations the tools to automate marketing, sales, and customer engagement processes, ensuring tailored interactions and efficient ...