Setting up an API Connection with Zoho

Important!

• Zoho is a complex software, with over 40 integrated applications. Keep in mind that, for the time being, you can only connect the Zoho Campaigns application to your Thrive Dashboard.

• Please keep in mind that, you should create your mailing list prior to creating the below-explained setup.

This article will help you connect your Zoho account to your site, more specifically to a “Lead Generation” element, or to an opt-in form created using Thrive Leads.

The article will go through the steps in which you can obtain all of the necessary codes for the connection, as well as the ways in which you can set up the connection using a “Lead Generation” element.

Get the Access Codes

Once you have signed up or logged in to your Zoho account, go to the API section. You can click here, to go straight to that section.

Then, if you have not started creating applications, click on “Get Started”:

After that, click on the “Create Now” option, under the “Self Client” card:

This will create the credentials that you need in order to connect Zoho to the API section of your Thrive Dashboard. In the next page, click on “Create”:

A pop-up will appear, asking you to confirm the self-client activation. Click on “OK”:

This will open a section with your codes, and you will use both tabs. You will need to fill in four fields with codes from these tabs, but we’ll get to that in a bit.

The first tab, called “Generate Codes”, is where you will get the “Access Code” from.

For that, complete these three fields, and then click on “Create”:

• 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 period.

• Scope Description: Insert a description of the scope in this field.

Once you’re done with these, click on “Create”. The “Access Code” will be generated, ready to be copied:

Enter the Access Codes in the Thrive Dashboard

What you have to do next, is access your Thrive Dashboard. For that, in your WordPress Admin Dashboard, in the left sidebar, click on “Thrive Dashboard”:

Then, scroll down a bit to see the “API Connections” card, under the “Thrive Features” section, and click on the “Manage Connections” button from it:

Then, click on “Add New Connection”:

Click on the field or on the down arrow, to open the “Select an app” drop-down:

From this list of integrations, choose “Zoho”:

After this, you will be asked to insert the necessary codes:

Here is what to insert in each one:

• Account URL: This should be the URL to your account. You can copy the URL from your browser, and insert it in the “Account URL” field”:

Note: This URL might differ from the one you see in this tutorial since its structure depends on where you’re located. However, the easiest way to get the “Account URL” is to access your profile and copy the first part of the URL, as shown above.

• Zoho Client ID: This can be found in the same pop-up from here, but make sure to click on the second tab, called “Client Secret”:

You will find the “Client ID” there, and you can copy it, and paste it in the respective field of your API connection set-up card.

• Zoho Client Secret: This can be found right below the “Client ID” code. Simply copy it from there, and insert it in the “Client Secret” field.

• Access Code: This is where you will insert the code generated here.

After you finish completing the fields, click on “Connect”:

Once the connection is ready, you will see this success notification, and you’re all set:

You can edit or remove this connection on the “Active Connections” page.

Connecting Zoho to a “Lead Generation” element

After you have created the API connection with Zoho, you will be able to connect your Thrive Leads forms and the “Lead Generation” elements that you use on your website with your Zoho account.

You can follow these steps, in order to connect a “Lead Generation” element to Zoho.

Firstly, you will need to add a “Lead Generation” element to your post/page. For that, click on the plus sign from the right sidebar to open the list of elements. Look for the “Lead Generation” element:

When you find it, drag & drop it to the desired place on your page.

Once the element has been added, its options will appear in the left sidebar. You can use these options to set up and customize the element:

We do have a separate, more comprehensive article, about the “Lead Generation” element, and how to set it up, which you can find here.

In order to connect the element to your Zoho account, go to the options of the “Lead Generation” element, make sure you select “API” in the “Connection” section:

Next, click on “Add Connection”:

1. Add Connection

After you click on “Add Connection”, a small pop-up will open, where you have to choose the API Connection that you want to use, from a list of connections, which in this case is “Zoho”.

Connection

The first option of this pop-up is called “Connection”. This is where you will choose the actual service provider. After you do that, more options will appear, specific to the service provider that you have chosen. Click on the down arrow, or on the “Choose connection” field:

A list with all the available connections will open. From there, choose “Zoho”:

Mailing List

Next, a field will appear in the same pop-up, where you will have to choose your mailing list.

Click on the field, to open a drop-down with all of your lists, and choose one by clicking on it:

Once you’re done, click on “Apply” to save everything:

2. Set up the form fields

Once the connection has been made, you can go ahead and start setting up the form fields.

You can find out more information about how to do that, in the dedicated section of the “Lead Generation” article, here.

After setting up the fields, you’re all done, and you can start using the connection. Just make sure to save all the changes, so that the API connection to be saved as well. To do that, click on the green “Save Work” button from the bottom left side of the screen:

Connecting Zoho to Thrive Leads

If you want to connect this provider to your Thrive Leads dashboard, here is how to do that:

Firstly, access your Thrive Leads dashboard, from the left sidebar of your WordPress admin dashboard:

Then, look for the Lead Group, with the form that you want to add the Zoho connection to, and click on it, to open the list with all of the form types from that Lead Group:

Once you find the form type that contains your form (for example, “Widget”), click on “Edit”, from the right side:

This will open a list with all the “Widget” types of forms. Then, click on the “Edit Design” option of the form that you want to add the connection to, in order to open it in the Thrive Architect editor:

The editor will open. Click on the “Lead Generation” element, from the form, to select it:

After this, the “Lead Generation” options will appear in the left sidebar. The way to set up the Zoho connection is exactly as described above.

You can then set the display settings of the form, and choose on what posts/pages it should appear, and you’re all set.

Note: Keep in mind that, after someone submits their information in your form, they will have to go to their mail and confirm that they want to sign up/subscribe to your site:

And there you have it! Once you have successfully set up this connection, whenever someone completes the form from the “Lead Generation” element from your site, you should be able to find them in the “Contacts” of the chosen mailing list.

If you need more information about various Thrive Themes features or products, make sure to check out our articles and tutorials, here.