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The Zoho CRM integration attaches a note to the matching contact after every completed call: the TL;DR as the title and the full recap as the body. PyAI refreshes its own OAuth access from your self-client credentials, in any Zoho data center (.com, .eu, .in, and the rest).

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What you need

  • A Zoho self-client with a refresh token:
    1. Open api-console.zoho.com → Self Client.
    2. Create a token with the ZohoCRM.modules.all scope (or the narrower contacts/notes scopes).
    3. Note the client id, client secret, and the refresh token (generate it from the self-client’s code exchange if needed).
  • Your data-center hosts if you are not on .com (for example, accounts.zoho.eu and www.zohoapis.eu). The defaults cover .com.

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Connect

  1. In PyAI Console, open Integrations and find Zoho CRM under CRM.
  2. Click Connect, enter the client id, client secret, and refresh token, and pick your events.
  3. Press Test. A sample note posts to a matched contact.
  4. Done. Notes attach after every completed call.

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Troubleshooting

  • Error: invalid_client / invalid token. The refresh token expired or was revoked, or the client secret changed. Regenerate from the self-client and update the connection (omitted secrets are preserved).
  • Error: INVALID_DATA / 400. Usually a scope problem: the token lacks the notes module scope. Re-issue with ZohoCRM.modules.all.
  • Notes land unattached. No contact matched the caller’s phone. The note still posts with the full recap and call reference.
  • Wrong data center. If tokens mint but API calls 404, your account is in another DC; set the accounts and API hosts for your region when connecting.