Klip Gallery: Zoho

Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends and increase efficiency by visualizing your Zoho CRM metrics on a dashboard.

Looking to add pre-built Klips and Dashboards to your account?
See the Klipfolio Integrations Page.

Zoho connection flow

In order to add an Zoho Klip with your data to your dashboard, you will need:

  • Your Zoho Authentication Token

To add an Zoho Klip to your dashboard:

Location Action
  • Select a Zoho Klip from the Gallery.
  • You are asked for an Authentication Token.
  • To find your token, Log in to your Zoho CRM account.
  • On your Zoho CRM home page, under Developer Space, select CRM API.
  • On the CRM API page, click the Gear Icon.
  • Select Authentication Token Generation.

Click the image to enlarge

  1. Generate an Authentication Token by following the instructions provided.
  2. Copy the token into Klipfolio.
  3. In Klipfolio, click Add Klip.

Click the image to enlarge

Learn more