# Zoho CRM

**Zoho CRM** integration connects **Unite EMR** with **Zoho CRM**. After configuration, the system syncs patient, lead, and appointment data between both systems. This reduces manual work and keeps records aligned across clinical and CRM workflows.

{% hint style="info" %}

1. Keep the **Zoho CRM Client ID** and **Client Secret** ready before you start.
2. Copy the **Authorized Redirect URL** from Unite EMR to avoid setup errors.
3. Configure **webhook workflows** in Zoho CRM if you need changes from Zoho CRM to sync back to Unite EMR.
   {% endhint %}

***

### Prerequisites for Zoho CRM setup

Before starting Zoho CRM integration, confirm these requirements:

* An active **Zoho CRM** account.
* Access to the **Client ID** and **Client Secret** from the **Zoho API Console**.
* Permission to create and manage integrations in **Zoho CRM**.
* Access to the correct clinic in **Unite EMR**.

***

### Steps to set up Zoho CRM integration

* Open the **Integrations (Home > Setup > Integrations)** screen. In the left panel, select **Zoho CRM**.
* **Connect the Zoho CRM account**

  <figure><img src="/files/Zfy6BasJdXCFWipISdLX" alt="" width="563"><figcaption></figcaption></figure>

  * Select the required **Clinic**.
  * Click **How to integrate** to open the guided setup.&#x20;
  * Follow the steps and create the account using the **Zoho API Console**.

    <figure><img src="/files/h6P29KyBD0j9J3yyOQja" alt="" width="563"><figcaption></figcaption></figure>

    \
    \&#xNAN;***Note:** If already registered and having **Client ID** and **Client Secret** credentials, use the details directly.*
  * Enter the **Client ID** and **Client Secret**.

    <figure><img src="/files/KIdhe7peFQN30G3brh4b" alt="" width="563"><figcaption></figcaption></figure>
  * Click the **GET REFRESH TOKEN** button. This action redirects to the Zoho account for authentication.
* **Create Zoho CRM modules and fields**

  After authentication, the module status will be displayed in this section.&#x20;

  * The following modules are created and configured:

    <figure><img src="/files/9bq6u9rGK3doG0XNT4Yg" alt="" width="563"><figcaption></figcaption></figure>

    * **Doctors**
    * **Unite Appointments**&#x20;
    * **Deals**
    * **Contacts**
  * Click **NEXT** after all processes complete successfully.
* **Configure webhook workflows**
  * Use the steps in this section to create workflow rules in Zoho CRM for reverse synchronization.

    <figure><img src="/files/EEnlsYLX8UGSTff1DsBd" alt=""><figcaption></figcaption></figure>

    ***Note:** By default, **Unite EMR** syncs data to **Zoho CRM**, but changes from Zoho CRM sync back only after **configuring webhook workflows**.*
  * Create the following workflow rules:
    * **Add or Update Contact**
    * **Delete Contact**
    * **Add or Update Deals**
    * **Delete Deals**
  * Click **NEXT** after all required rules are created.
* **Configure synchronization settings**
  * Configure appointment synchronization between Unite EMR and Zoho CRM by selecting the required **deal stages, editable stages, doctors, and appointment sync** options.

    <figure><img src="/files/8GZfoRSBhRvJjZEypcmo" alt="" width="563"><figcaption></figcaption></figure>
  * Click **FINISH** when configuration is complete.

***

### Steps to update the Zoho CRM modules

* Open the **Integrations (Home > Setup > Integrations)** screen. In the left panel, select **Zoho CRM**.
* Choose the respective clinic in the **Clinic Details** dropdown.
* Click **Account Info** to view account details.

  <figure><img src="/files/HGqXmpbtxkbF6w81CJ0h" alt="" width="563"><figcaption></figcaption></figure>
* Select a module to **Add**, **Edit** or **Delete** fields.

  * **Contacts**
  * **Deals**&#x20;
  * **Doctors**
  * **Unite Appointments**
  * **Invoices**
  * **Products**

  <figure><img src="/files/GJgCMxLYuGovv4bcA1v1" alt="" width="563"><figcaption></figcaption></figure>
* After making the necessary updates, click **SAVE** to save the details.

***


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