Do you want to connect your Thrive Dashboard with Zoho? Just like other email marketing service providers and tools you can connect these two using API.
In this article, we’ll show you how to connect Zoho with the Thrive Dashboard on your website.
- Finding the Account URL, Client ID, Client Secret, and Access Code
- Adding the Zoho API Information to the Thrive Dashboard
- Connecting Zoho to a Lead Generation Element
- Connecting Zoho to Thrive Leads
Finding the Account URL, Client ID, Client Secret, and Access Code
To connect Zoho with Thrive Dashboard you require the API information that is used to identify and verify an account or a user when you want to connect it with another tool.
To begin, log into your Zoho account and open the API Console.
On the API Console page, you need to get your OAuth credentials to start building applications. To do so, click Get Started.
After clicking to get started, in the next step select a client type you want to use.
To proceed with the connection between Thrive Dashboard and Zoho select Self Client.
When you select the client type as Self Client, the next page shows up your selection and lets you create a client by clicking the Create button.
After clicking to create a client, you’ll see a confirmation popup where you click OK.
Once you confirm, a new client is created and you’ll see the Client ID and Client Secret in their respective fields.
You will need to enter these in the Thrive Dashboard. So, copy and save both of these.
The next thing you need is an Access Code. To generate an Access Code in your Zoho account, click to open the Generate Code tab in the Self Client you’ve just created.
When you open the Generate Code tab, you’ll see fields where you have to enter the scope, time duration and the description of the code you want to create.
To generate an access code in Zoho, fill the fields as mentioned below.
- Scope: In this first field, make sure you insert this: ZohoCampaigns.contact.ALL
- Time Duration: Here, you can set the period of time after which the “Access Code” will disappear. If you want to change the default one, which is 3 minutes, click on the field and choose the suitable time duration.
- Scope Description: Insert a description of the scope in this field.
After you enter all the details in the given fields, click Create.
After clicking Create, in the next step select the campaign you want to use and click on the Create button.
Once you select the campaign, you’ll see a new Access code generated in a popup. You can copy or download this code to be used in the Thrive Dashboard.
Along with the Client ID, Client Secret and the Access Code, you will need the Account URL later.
To obtain your Zoho account URL, open your Zoho profile page and copy the first part of the URL from the address bar.
Adding the Zoho API Information to the Thrive Dashboard
To proceed with the API connection between Zoho and the Thrive Dashboard, it is important to enter the Account URL, Client ID, Client Secret, and the Access code from your Zoho account.
To begin, open your WordPress admin area, navigate to Thrive Dashboard >> Thrive Dashboard, scroll down to API Connections, and click on Manage Connections.
Clicking on Manage Connections will take you to the Active Connections page. On this page, scroll to the Add New Connection block and click on it.
When you click to add a new connection, you’ll see a dropdown where you can select the app, Zoho, that you want to connect to.
Selecting Zoho will ask you to enter the Account URL, Client ID, Client Secret, and an Access code. To proceed, enter the details, and click Connect.
After clicking Connect, you’ll see a success message saying that Zoho is now connected.
Connecting Zoho to a Lead Generation Element
After you’ve established a connection between Zoho and the Thrive Dashboard, you can proceed to add the connection to a Lead Generation element you’ve used or plan to use.
Before we build a connection, please make sure you’ve added the Lead Generation element on a page or post using Thrive Architect. You can read our document to know more about the Lead Generation element.
Once you are ready with a post or page with the Lead Generation element on it, click on the element to see its options open in the left sidebar.
In the Lead Generation options seen in the left sidebar, open Main Options and click on the Add Connection button. This will help you determine the application to which you’d like to send the leads.
After clicking on Add Connection, you’ll see a dropdown where you select the connection you want to add. In this dropdown, select Zoho.
Selecting Zoho will open a dropdown field where you select the mailing list you want to use for this lead generation element.
After selecting the options in the field, click Apply.
Once you finish integrating Zoho with the Lead generation element and finish styling the form and page, click the Save Work button in the bottom left.
Connecting Zoho to Thrive Leads
To be able to connect HubSpot with Thrive Leads, you need to make sure you have a form created using Thrive Leads.
You can refer to our detailed documentation on how to create a form using Thrive Leads.
To be able to connect HubSpot with a Thrive Leads form, begin by opening your WordPress admin area, navigating to Thrive Dashboard >> Thrive Leads, and click on a Lead Group that contains the form you want to edit.
When you click on a Lead Group, it’ll display the form types created under it. To connect a specific form type, click on the “Pen” or Edit icon seen on the right side of the form name.
When you choose to edit the form type, it’ll take you to a page where you’ll see the form/forms created under this form type.
On this page, click on the pen or edit icon seen on the right side of the form name.
When you click to edit the form, it’ll take you to the editor where you can modify the form elements.
In the editor, click on the form and see its options in the left sidebar.
In the left sidebar, open Main Options, and click on the Add Connection button so you can send your leads to a list you select.
Clicking on Add Connection will show a dropdown. Click on this dropdown and select Zoho to establish the connection.
Selecting Zoho will open a dropdown field where you select the mailing list you want to use for this lead generation element.
After selecting the options in the field, click Apply.
Once you finish integrating Zoho with the form in Thrive Leads and finish styling the form, click the Save Work button in the bottom left.
We’ve just seen how you can establish an API connection between Thrive Dashboard and Zoho and use it in a lead generation element and a Thrive Leads form on your website. To take a visual tour of it, you can watch the video below.
Next, if you want to trigger Thrive Lead forms based on where a user comes from, read more about SmartLinks in Thrive Leads.