| Where | What you need |
|---|---|
| In Zoho | A Zoho CRM account (sign-up is free and self-service) with access to api-console.zoho.com — normally, the account’s own administrator. |
| In Platform | Admin role to connect, activate actions or disconnect. Editor and Viewer roles can only see the connection’s status. |
Notice — The authorization code expires in 3 minutes
Unlike HubSpot or Brevo, connecting Zoho has a step against the clock: the authorization code Zoho generates expires after 3 minutes by default. Have the four fields from section 4 ready to paste BEFORE generating the code in Zoho — the recommended order is to complete section 3 all the way through, copy the four values somewhere temporary, and only then open the connection modal in Platform.