Zoho

Ready to enhance your Zoho experience? Install Gallabox Extension and connect it to your Zoho Account effortlessly. Follow our simple instructions for a smooth integration process.

Before integrating Zoho CRM, make sure you are on Professional Plan or above. If not, click here.

Installing Gallabox Extension on your Zoho Account

1. In Gallabox, Go to "Integration" and click on the "Zoho CRM" App in the available integration apps. You will see "Connect" button to proceed with the Integration.

1. You will be navigated to our Extension on the Zoho App Marketplace. Click "Install".

1. Once you click on the "Install", a pop-up will open as shown in the below screen.

If the below pop-up opens up, login to your Zoho Account and then click on "Install".

Configuring your Gallabox Account

1. After Clicking on "Install," if you are redirected to the below screenshot, it means the extension was already downloaded.

1. If the extension was not downloaded earlier, it will redirect you to the below screenshot confirming the installation of Zoho.

1. To add your Gallabox Account to your Zoho Account, click on "Settings" as shown in the below screenshot.

1. Clicking on the "Settings" will redirect you to the window where you have to add the Gallabox Account Id, API Key, and API Secret.

1. You can get "Account Id" under the Settings > Account Details section available in the Gallabox account.

2. You can get "API Key" and "API Secret" under the Settings > API Keys section available in the Gallabox account.

3. Please add the following permissions while creating new API Key or in the existing API Key:

   Contact: MANAGE

   Message: MANAGE

   Template Message: READ

Click on "Configure" after pasting the Account Id, API Key, and API Secret.

Your Gallabox Extension is now ready to send messages from your Zoho's dashboard.

Create Gallabox Connection in Zoho

Follow the below steps to create a connection in your Zoho account

1. Go to Setup then Developer Space. Under the Developer Space, choose Connection and click on Create Connection.

Under Create Connection select Custom Services and click on Create New Services.

1. Fill in the information for the Gallabox as directed in the screenshot below.

Pro tip:- Copy & paste the data shown in the above image to your page, and you're good to go.

!!Carefully put the parameter key as shown below as they are case-sensitive!! 

1) Parameter Key-- apiKey
2) Parameter Key-- apiSecret

1. Give the Connection Name and click on Create and Connect.

1. Fill in your ApiKey and ApiSecret from the Gallabox account and click on Connect.