Do you have two-factor authentication with Zoho CRM? Here’s how to connect your account to Grow and build metrics.
In order to connect your Zoho CRM account to Grow, you’ll need an auth token. With 2-factor auth, it takes a couple more steps to get your auth token, so we'll walk you through the process.
First, log in to your Zoho CRM account. After you’ve logged in, open https://accounts.zoho.eu.
In the Zoho Accounts Home page, click Two-Factor Authentication. On the Two Factor Authentication page, click on Manage Application Specific Passwords.
In the Application-Specific Passwords pop-up, do the following:
- Enter the Device or App Name. (For this step, you’ll enter Grow. This helps you identify what app it is for.)
- Enter your current Zoho CRM password.
Once you’ve entered those, click Generate. You will receive a new, application-specific password with spaces.
Next, you’ll need to take the link below and fill the parts in brackets with the following information:
[Username/EmailID], you’ll enter your Zoho CRM username or email ID.
[Password], you’ll first need to remove the spaces from the application-specific password that you just generated. It will not work if you do not remove the spaces
[ApplicationName], enter the name of the application it is for (Grow).
Once you’ve done that, you can use this link to generate an auth token. Here’s how:
Log in to Zoho CRM.
Click on the settings icon:
From this menu, go to Setup, then click on Developer Space. From here, go to APIs and select CRM API.
On this page, go up to the settings icon and choose Authentication Token Generation.
In the window that pulls up, you'll paste the URL from the last step, with the username/email ID, password (without spaces) and application name filled in.
In the Application Name field, enter application name (Grow) for which you are generating the auth token.
Once you've done that, press the green Generate button. Copy the token that comes up.
Note: You will not be able to see your token again in your account after this. Be sure to record your auth token somewhere in case you need it again.
In Grow, go ahead and sign in to your account. Press Add Metric, select Zoho CRM from the list of data sources, then press connect.
Go ahead and paste your auth token into Grow, then press Submit.
And that’s it! You are set to build metrics.
Questions about Zoho CRM? Email us at email@example.com or chat in on the site.