Open Humana writes each call into the Zoho CRM Calls module, linked to the matching Contact or Lead, with the full transcript stored as a related Note.
Before you start
What you'll need
- A Zoho CRM account (Standard, Professional, or above).
- Self-Client OAuth credentials from the [Zoho API Console](https://api-console.zoho.com).
Setup guide
Step-by-step instructions
-
1
Create a Self-Client in the Zoho API Console
Visit https://api-console.zoho.com, click **Add Client → Self-Client**, and copy the Client ID and Client Secret.
-
2
Generate a grant token
On the same screen click **Generate Code**. Use the scope `ZohoCRM.modules.ALL` and copy the resulting token (it expires in 10 minutes — paste it quickly).
-
3
Paste everything into Open Humana
In Open Humana, open **Settings → Integrations → Zoho CRM**, paste the Client ID, Client Secret, and grant token, then click **Connect**. Open Humana will exchange the grant for a refresh token automatically.
-
4
Pick your data centre
Choose `.com`, `.eu`, `.in`, or `.com.au` to match your Zoho account region.
-
5
Run the test sync
Click **Send test call**. A sample call record will appear in the Zoho Calls module within seconds.
Ready to get this live?
Open the Zoho CRM integration inside your Open Humana dashboard and follow the steps above.
Other integrations
