• Overview
  • Configuration

Related-apps

Zoho CRM

Streamline user management with ADManager Plus and Zoho CRM integration

Identity provisioning

Zoho CRM is a customer relationship management platform used to manage sales, customer data, and workflows. By integrating Zoho CRM with ADManager Plus, organizations can streamline identity and access management processes. The integration enables synchronization of user data, simplifies user provisioning and deprovisioning, and automates access control workflows. With Zoho CRM and ADManager Plus working together, organizations can maintain accurate data across platforms while efficiently managing the user lifecycle and strengthening overall security.

 

Automated user provisioning

Guarantee consistent and up-to-date user information across both platforms, eliminating the need for manual data management and minimizing the risks of errors related to handling user accounts separately.

 

Advanced reports

Benefit from in-depth reports detailing user management activities, including user creation, modification, or deletion. These reports are instrumental for conducting compliance audits, addressing troubleshooting needs, and identifying any unauthorized activity.

 

How to integrate Zoho CRM with ADManager Plus

Prerequisites

Zoho CRM uses OAuth 2.0 to authorize API requests. Please provide the client ID and client secret with permissions to retrieve desired information and perform tasks in Zoho CRM. Refer to Zoho CRM's API references page for more details.

Privileges

  • To import users (inbound action): Ensure the account used for authorization has permission to read all user accounts.
  • To perform any action or query in Zoho CRM (outbound action): Ensure the account used for authorization has permission to perform the desired action.
Note: ADManager Plus comes with a preconfigured set of APIs that help perform basic actions with the integration. If the action you require is not available, please gather the necessary API details from Zoho CRM's API documentation to configure the inbound or outbound webhooks to perform the required actions.

Authorization configuration

  • Log in to ADManager Plus and navigate to Directory/Application Settings.
  • Go to Application Integrations, then search for and select Zoho CRM.
  • Toggle the Enable Zoho CRM Integration button on.
  • On the Zoho CRM Configuration page, click Authorization.
  • Perform steps to generate a client ID and client secret from Zoho CRM, and paste them in the respective value fields.
  • Click Configure.

Inbound webhook configuration

Inbound webhooks enable you to fetch user data from Zoho CRM and send it to ADManager Plus. To configure an inbound webhook for Zoho CRM:

  • Under Inbound Webhook, click Zoho CRM Endpoint Configuration.
  • A preconfigured endpoint, Zoho CRM USERS ENDPOINT, is available with the required Endpoint URL, HTTP Method, Headers, and Parameters to fetch user information from Zoho CRM. It uses the repeat calling option to retrieve up to 200 users per API call and continues fetching data until no users remain. Click here to learn more about this endpoint configuration.
  • If you prefer to use a new endpoint to import users, you can configure one by clicking + Add API Endpoint and filling in the required fields according to Zoho CRM's API references. Click here to learn how. Note:
    • The Authorization Header is preconfigured for authenticating API requests as formatted during authorization configuration.
    • Refer to Zoho CRM's API references and configure additional headers and parameters, if required.
    • Macros can be added to the endpoint URL, headers, parameters, and message body to dynamically modify the configuration using the macro chooser.
  • Once done, click Test & Save to validate and save the endpoint, or click Save as Draft to store the configuration as a draft without testing the endpoint. If you choose Test & Save, a response window will be displayed. This response window includes the following tabs:
    • Response: Displays API response parameters in a tree structure. You can set the datatype for each field:
      • Text (default)
      • Number
      • Timestamp
      • Array

      Text, Number, and Timestamp are used for advanced filter criteria. Array is used to select a specific value from a response array (refer to JSON conditional parsing).

    • Response Details: Displays the complete response message in text format.
    • Request: Displays the request headers, parameters, and message body.
  • Click Save. Note: You can configure multiple endpoints for Zoho CRM HR using the + Add API Endpoint button. Click here to learn how.Once done, click Test & Save.
  • Click Data Source - LDAP Attribute Mapping to match endpoints and to map AD LDAP attributes with the respective attributes in Zoho CRM. ADManager Plus also lets you customize attribute format from Zoho CRM.
  • Click + Add New Configuration and perform the following:
    • Enter the Configuration Name and Description and select the Automation Category from the drop-down menu.
    • In the Select endpoint field, select the desired endpoint and a Primary Key that is unique to a user (e.g. employeeIdentifier). Note: When multiple endpoints are configured, this attribute must hold the same value in all the endpoints.
    • In the Attribute Mapping field, select the attribute from the LDAP Attribute Name drop-down menu and map it to the corresponding column in Zoho CRM. Macros are also supported in attribute mapping. To create a new custom format, click Add New Format.
    • Click Save.
Note: The attribute mapping configured in this section can be selected as the data source during automation configuration to perform the desired action on the list of users received from the API response.

Outbound webhook configuration

Outbound webhooks enable you to update the changes made in AD using ADManager Plus to Zoho CRM or fetch or forward required details from Zoho CRM and synchronize them with AD. To configure an outbound webhook for Zoho CRM:

  • Under Outbound Webhook, click Zoho CRM Webhook Configuration.
  • Click + Add Webhook.
  • Enter a name and description for this webhook.
  • Decide on the action that has to be performed and refer to Zoho CRM's API references for the API details, such as the URL, headers, parameters, and other requirements that will be needed. Enter the employee details value in the parameter field.
  • Select the HTTP method that will enable you to perform the desired action on the endpoint from the drop-down menu.
  • Enter the endpoint URL.
  • Configure the Headers, Parameters, and Message Type in the appropriate format based on the API call that you would like to perform. Note: Macros can be added to the endpoint URL, headers, parameters, and message body to dynamically modify the configuration using the macro chooser.
  • Click Test & Save to validate and save the webhook, or click Save as Draft to store the webhook as a draft without testing.
  • If you select Test & Save, a response window is displayed. Choose the user or group on which the API request should be tested and click OK. This triggers a real-time call to the endpoint URL, allowing you to verify whether macros are applied correctly. You may skip selecting a user or group. However, if you do make a selection, the macros present in the webhook will be parsed using the selected object’s values:
    • Response: Displays API response parameters in a tree structure. You can set the datatype for each field:
      • Text (default)
      • Number
      • Timestamp

      Text, Number, and Timestamp are used for advanced filter criteria.

    • Response Details: Displays the complete response message in text format.
    • Request: Displays the request headers, parameters, and message body.
  • Verify them for the expected API behavior and click Save.
Note: The webhooks configured in this section can be used in workflows, orchestration templates, event-driven automations, and scheduled automations.They can also be applied directly to desired users to perform a sequence of actions on them (under Management > Advanced Management > Orchestration).