Google SSO

Google SSO Integration with Zoho CRM

SSO allows all users to access their enterprise cloud applications—including administrators signing in to the Admin console—by signing in one time for all services. If a user tries to sign in to the Admin console or another Google service when SSO is set up, they are redirected to the SSO sign-in page.

Setup single sign-in(SSO)

To setup the single sign-on:

  1. Sign into admin.google.com. You need a domain name to log on to the admin account.
  2. Click Setup in your Zoho CRM account. 
  3. Select Marketplace under the Marketplace tab.
  4. Look for the Google SSO extension in the Zoho Marketplace.  
  5. Click Install.
  6. After successful installation, the following screen appears.
  7. The Google SSO extension with a particular CRM account's details are shown in the screenshot below.
  8. Check the box Enable SAML Sign On shown in the above image.
  9. Fill out the Identity Provider information by entering the following information, got through 
    Google Admin > Admin console > Security > Set up single sign-on (SSO)
     Login URL, Logout URL, Replace Certificate and Upload it.
  10. Fill out the Service Provider information by entering these details : Entity ID, ACS URL, SAML Type, and Start URL. 
  11. Click Save.

Sync tasks between Zoho CRM and Google

This feature allows a user to create a task in Zoho CRM, sync it with their Task List in Google, and vice versa. To sync the tasks:

  1. Log in to Zoho CRM. 
  2. Click SettingsSetupMarketplace > All.
  3. Select the Google SSO extension.
  4. Click Authorize with GoogleTask.
  5. Select your account to synchronize your data. 
  6. Click Allow to authorize.
  7. Now your Zoho CRM is synchronized with Google SSO.
  8. Create a task in your Zoho CRM account with the status field value as "Completed" or other  options available. 
  9. Save the task.
  10. Go back to your Google account and refresh the page.
  11. Click Tasks and find the Task List.
    The task you created earlier in your Zoho CRM account appears within a default task list. Your tasks are synced!

Setting up the Gmail integration with Zoho CRM using the Bcc Drop Box feature:

This feature allows you to send an email from a Gmail account that is integrated with Zoho CRM. Tha E-mail is sent to the Email_ID saved for a specific record in your Zoho CRM and to a default Bcc ID configured in the particular user's account. 

Setup the extension

  1. Log in to Zoho CRM.
  2. Click SettingsSetupExtensionsMarketplace.
  3. Select the Google SSO extension.
  4. Click Authorize with ZohoCrm.
  5. Click Accept to access the data from your Zoho CRM account.
  6. Create or edit a record either the in Leads or the Contacts module.
  7. Enter the subject line and the body of the email message that should appear in the Compose mail.
  8. Click Send Mail from record's detail page to see the compose mail screen.

Uninstall the extension

When you wish to uninstall Google SSO extension, please note that all the data will be deleted on uninstalling and cannot be recovered.

To uninstall:

  1. Click Settings > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions you can view all the extensions supported in CRM.
  2. Browse for Google SSO and click the corresponding Uninstall link.
  3. Click Ok to confirm.
    All the data related to Google SSO will be deleted.

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