Connect Zoho Suite to Memora

Zoho Suite provides a comprehensive set of business applications. Integrating Zoho with Memora connects your customer relationships, tickets, wikis, and shared documents with your company's second brain.

Step-by-Step Connection Guide

To connect Zoho Suite, you must register a Self Client application in your Zoho API Console:

1. Go to Zoho Developer API Console Visit api-console.zoho.com (make sure you choose your specific data center e.g., US, IN, EU).

2. Register a Self Client App

   • Click Add Client and select Self Client.
   • Confirm application creation to generate a client profile.

3. Configure Scopes and Generate Code

   • Click on the Generate Code tab.
   • Enter the following scopes to grant access: ZohoCRM.modules.ALL, ZohoDesk.tickets.ALL, ZohoWorkDrive.workspace.ALL
   • Select your time duration and click Generate.
   • Copy the generated Grant Code.

4. Retrieve Client Credentials

   • Go to the Client Secrets tab.
   • Copy the Client ID and Client Secret.

5. Paste into Memora

   • In Memora Dashboard → Integrations → Zoho Suite.
   • Select your Data Center Region.
   • Enter the Client ID, Client Secret, and the Grant Token you copied.
   • Select the modules to sync (CRM, Desk, WorkDrive, Projects).
   • Click Connect.

Data Synchronized

Memora securely indexes:

• Zoho CRM: Lead information, customer contact details, open deals, accounts, and history.
• Zoho Desk: Ticket summaries, conversations, resolutions, and help desk FAQ articles.
• Zoho WorkDrive: Spreadsheets, folders, files, and text documents.
• Zoho Projects: Task boards, milestone dates, and active project timelines.