Setting up Zoho services as Sources

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources.

Zoho Access: You need to be an Admin in Zoho with API access to connect Zoho Bug Tracker, Zoho CRM, or Zoho Desk as a source.

Setting up Zoho Bug Tracker as a Source

Zoho Bug Tracker integration helps your development and QA teams quickly access bug reports, project context, and issue tracking data directly within Guru.

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Zoho Bug Tracker from the list of integrations.
4. Select your account type based on your location.
5. Authenticate using your Zoho account credentials.
6. Add a display name for the Source (optional) and click Connect Source.
7. Assign which Guru Groups should have access to this content.

What gets synced from Zoho Bug Tracker

Bugs, Projects, Comments, Users,

Setting up Zoho CRM as a Source

Zoho CRM integration makes your sales pipeline, customer data, and account information searchable across your organization, enabling better customer conversations and informed decision-making.

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Zoho CRM from the list of integrations.
4. Select Authorize to authenticate the connection.
5. When prompted, select "use my Admin credentials" to authenticate.
6. (Optional) Filter the content you're syncing by data to narrow the scope of what is sourced by Guru.
7. Select your account type based on your location.
8. Authenticate using your Zoho CRM credentials.
9. Enter your Zoho subdomain. For example, if you sign in at "acme.zoho.com", enter "acme".
10. Add a display name for the Source (optional) and click Connect Source.
11. Assign which Guru Groups should have access to this content.

What gets synced from Zoho CRM

Account, Deal, Note, Stage, Task, User

Setting up Zoho Desk as a Source

Zoho Desk integration brings your customer support tickets and knowledge into Guru, helping your team provide consistent, informed support across all channels.

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Zoho Desk from the list of integrations.
4. When prompted with how you'd like to authenticate, select "Read Only."
5. (Optional) Filter the content you're syncing by data to narrow the scope of what is sourced by Guru.
6. Select your account type based on your location.
7. Enter your org ID. This can be found by clicking on the settings gear icon in the top right of the page > Developer Space > API > you should see your org ID at the bottom of the page.
8. Add a display name for the Source (optional) and click Connect Source.
9. Assign which Guru Groups should have access to this content.

What gets synced from Zoho Desk

Tickets, Accounts, Comments, Agents, Teams, Conversations, Threads