Zoho CRM Integration with Konfiwear

The Zoho CRM integration automatically creates a new Lead in your Zoho CRM whenever a customer submits a quote request through your Konfiwear customizer. This allows you to seamlessly capture and manage potential customers directly in your CRM.

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Prerequisites

Before setting up the integration, ensure you have:

• A Zoho CRM account with API access
• A Konfiwear Pro or Enterprise plan (required for CRM integrations)
• Admin access to your Konfiwear customizer settings

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Step 1: Create Custom Fields in Zoho CRM

Before enabling the integration, you need to create custom fields in your Zoho CRM Leads module to store Konfiwear-specific data.

1. Log in to your Zoho CRM account
2. Click the Settings icon (gear icon) in the top-right corner
3. Navigate to Customization → Modules and Fields

4. Select the Leads module
5. Click Layouts → Select your layout → Click Edit Layout

6. Add the following custom fields by dragging them from the left panel:

Field Name	API Name	Field Type
Konfiwear Quote	Konfiwear_Quote	Single Line
Config	Config	URL
Pdf	Pdf	URL
Image	Image	URL

7. Click Save Layout to save your changes

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Step 2: Generate Zoho API Credentials

To connect Konfiwear with Zoho CRM, you'll need to generate API credentials.

Create a Zoho API Client:

1. Go to Zoho API Console
2. Click Add Client → Select Server-based Applications
3. Fill in the required details:
   • Client Name: Konfiwear Integration
   • Homepage URL: Your website URL
   • Authorized Redirect URI: https://your-domain.com/oauth/callback
4. Click Create
5. Note down your Client ID and Client Secret

Generate a Refresh Token:

1. In the API Console, go to your client → Generate Code tab
2. Select the following scope: ZohoCRM.modules.leads.ALL
3. Select your Data Center (based on your Zoho account region)
4. Click Create to generate an authorization code
5. Use the authorization code to obtain a Refresh Token via Zoho's OAuth flow

📌 Important: Keep your credentials secure. The refresh token does not expire but can be revoked.

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Step 3: Configure Konfiwear Settings

Now, enter your Zoho API credentials in Konfiwear to complete the integration.

1. Go to your Konfiwear Dashboard
2. Navigate to Customizer Settings → Integrations → Zoho CRM
3. Enable the Zoho CRM Integration toggle
4. Enter your credentials:
   • Client ID - From Zoho API Console
   • Client Secret - From Zoho API Console
   • Refresh Token - Generated in the previous step
   • Data Center - Select your Zoho account region
5. Click Save Credentials

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Step 4: Test the Integration

Verify that the integration is working correctly by submitting a test quote.

1. Open your Konfiwear customizer
2. Configure a product and submit a quote request
3. Fill in the customer details (name, email, etc.)
4. Submit the quote

5. Go to your Zoho CRM → Leads module
6. Verify the new lead appears with all the correct information

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Data Sent to Zoho CRM

When a customer submits a quote, the following information is automatically sent to Zoho CRM:

Customer Information	Zoho CRM Field
First Name	First Name
Last Name	Last Name
Email Address	Email
Phone Number	Phone
Company Name	Company
Message/Comments	Description
Country	Country
Quote ID	Konfiwear_Quote (custom)
Configuration Link	Config (custom)
Production PDF	Pdf (custom)
Preview Image	Image (custom)

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Data Center Reference

Select the data center based on your Zoho CRM account region:

Region	Data Center Code
United States	us
Europe	eu
India	in
Australia	au
Japan	jp
China	cn
Canada	ca

📌 Tip: You can find your data center by checking your Zoho CRM URL. For example, crm.zoho.com is US, crm.zoho.eu is Europe.

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Troubleshooting

Leads not appearing in Zoho CRM:

• Verify the Zoho CRM feature is enabled in Konfiwear
• Check that all API credentials are entered correctly
• Ensure the refresh token has not been revoked
• Verify your Konfiwear plan supports CRM integrations (Pro or Enterprise)

Custom fields showing empty:

• Verify the API names match exactly (case-sensitive)
• Ensure custom fields are added to your active Leads layout
• Check that the fields are not marked as read-only

Authentication errors:

• Regenerate your refresh token
• Verify the Client ID and Client Secret are correct
• Ensure you selected the correct data center

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Need Help?

If you encounter any issues with the Zoho CRM integration, contact your Konfiwear support representative for assistance.