Zoho Integration

Zoho Integration

The Zoho integration uses Strike Graph's Bridge integration framework to collect evidence directly from multiple Zoho products: CRM, Books, Desk, People, and Projects. This integration uses OAuth authentication to securely connect to your Zoho account and allows you to specify exactly which API endpoints to call and what data to collect.

With this integration, you can gather compliance evidence from across your Zoho suite, including:

• CRM records such as leads, contacts, and deals

• Invoices, contacts, and other financial records from Books

• Support tickets and department configurations from Desk

• Employee records and organizational data from People

• Project details, tasks, and milestones from Projects

Setting up the Zoho Integration

Prerequisites

• An active Zoho account with access to the products you plan to query

• Appropriate permissions within Strike Graph to manage integrations

Connect your Zoho account

1. Navigate to the Integrations Manager in the main Strike Graph menu.

2. Find the Zoho integration card and click Add Integration.

3. In the connection dialog, select the datacenter region that matches your Zoho account. Available regions include: United States (zoho.com), Europe (zoho.eu), India (zoho.in), Australia (zoho.com.au), Japan (zoho.jp), United Kingdom (zoho.uk), Canada (zohocloud.ca), Singapore (zoho.sg), and Saudi Arabia (zoho.sa).

4. Click Authorize with Zoho. You will be redirected to Zoho to grant Strike Graph access.

5. Sign in to your Zoho account if prompted, and approve the authorization request.

6. You will be redirected back to Strike Graph with the integration now active.

You can connect multiple Zoho datacenter regions as separate integrations if your organization uses accounts across different regions.

Collecting evidence from Zoho

Select an evidence object

1. Navigate to the evidence object where you want to add Zoho data.

2. Click the Attach button to open the attachment options.

3. Select your Zoho integration from the list of available sources.

Configure your API request

The Zoho evidence collection form has four main components:

Zoho Product

Select which Zoho product you want to query:

• CRM: Access leads, contacts, deals, and other CRM records

• Books: Access invoices, contacts, and financial records (requires Organization ID)

• Desk: Access tickets, departments, and support data (requires Organization ID)

• People: Access employee records and HR data

• Projects: Access projects, tasks, and milestones

Organization ID (Books and Desk only)

Zoho Books and Zoho Desk require your Zoho Organization ID. You can find this in:

• Zoho Desk: Setup > Developer Space > API

• Zoho Books: Settings > Organization Profile

HTTP Method

Select the type of request:

• GET: Retrieve data without sending any payload (most common)

• POST: Send data to an endpoint and retrieve the response

API Route

Enter the API route for the Zoho product you selected. The route format varies by product:

• CRM: crm/v2/Leads, crm/v2/Contacts

• Books: books/v3/invoices, books/v3/contacts

• Desk: api/v1/tickets, api/v1/departments

• People: forms/P_EmployeeView/records, views

• Projects: api/v3/portal/{portal_id}/projects/ (include your portal ID)

Note: API routes should not start with a forward slash. Refer to the official Zoho API documentation for each product for the full list of available endpoints.

Request Body (POST requests only)

If you selected POST as your HTTP method, enter a valid JSON request body that matches the expected format for the Zoho API endpoint you are calling.

Submit your request

1. Click Submit to execute the API request.

2. Strike Graph will process your request and collect the data.

3. Once complete, the evidence will be attached to your evidence object.

Collecting evidence with Scripts

If your organization has the Script Runner feature enabled, the Zoho evidence collection interface will display two tabs when attaching evidence: Zoho (for direct API requests as described above) and Scripts.

The Scripts tab provides access to pre-built compliance scripts that run against your connected Zoho environment. Scripts are a convenient alternative to manually configuring API routes: you search for a script that matches the evidence you need, preview its details, and run it to automatically collect and attach the results.

Using the Scripts tab

1. Navigate to the evidence object where you want to add Zoho data and select your Zoho integration.

2. Click the Scripts tab at the top of the evidence collection form.

3. Use the search field to find a relevant script. The search defaults to the name of the evidence object, but you can adjust the query to find other scripts.

4. Click Preview on a script to review what it will collect before running it.

5. Click Run to execute the script. Strike Graph will collect the data and attach it to your evidence object.

For users who want more control, click the Advanced button to open a custom script editor where you can write or modify scripts directly.

For more information about Script Runner, see the Script Runner overview.

Troubleshooting

Authentication errors

If you receive authentication errors, click the Reconnect button next to your Zoho integration in the Integrations Manager. Follow the OAuth flow to reauthorize your account, making sure to select the correct datacenter region.

Invalid API route

If you receive a route error, confirm that the API route format matches the product you selected. Routes should not start with a forward slash. Double-check the Zoho API documentation for the exact route syntax.

Organization ID errors (Books and Desk)

Books and Desk API calls require a valid Organization ID. If you are receiving errors with these products, verify that you have entered the correct Organization ID in the provided field.

Need more help?

If you encounter any issues with the Zoho integration, contact our support team through the in-app messenger.