Connect Zoho CRM to Zepiq
To use the Zepiq dashboard, you need to link your Zoho CRM account via OAuth. The connection allows Zepiq to read your CRM data without storing your password.
Accessing the page
Go to CRM Connections (?tab=crm-connections) and click Add a connection.
How to connect your Zoho CRM account
- Click Add a connection
- Select Zoho CRM as the provider
- A Zoho OAuth window opens — sign in with your Zoho account
- Click Authorize to accept the requested permissions
- You are redirected back to Zepiq — the connection is immediately active
Required OAuth scopes
| Scope | Purpose |
|---|---|
ZohoCRM.modules.ALL | Read contacts, leads, deals, accounts |
ZohoCRM.users.READ | Read CRM users and roles |
ZohoCRM.org.READ | Organization information |
ZohoCRM.settings.ALL | Workflows, cadences, assignment rules, picklists, templates |
Multiple connections
You can connect multiple Zoho CRM organizations. Each connection is independent and can be enabled, disabled, or deleted separately from the connections list.
"Reconnection required" badge
If you see the amber Reconnection required badge, your OAuth token has expired or new scopes have been added. Click Reconnect to re-authorize access. Your existing data is not lost.
Revoking access
To disconnect Zepiq from your Zoho CRM: delete the connection in Zepiq, then revoke the authorization in Zoho CRM → Settings → Connected Apps.
Frequently asked questions
The connection fails with "access denied": verify that your Zoho account has sufficient rights in the CRM organization (Administrator role or extended permissions).
Does Zepiq store my Zoho password? No. Authentication goes through OAuth — only an access token is stored, never your password.
The connection is active but data doesn't load: the IndexedDB cache may be empty. Reload the page to trigger a synchronization.
Can I connect multiple Zoho accounts? Yes, using the Add a connection button as many times as needed.
My token expired, what should I do? Click Reconnect next to the affected connection. You'll be redirected to Zoho to re-authorize in a few seconds.