How to Integrate Replit with Zoho CRM

1// Node.js — install required packages
2// Run in Replit Shell:
3// npm install express axios
4
5// Verify Zoho config secrets are present
6const keys = ['ZOHO_CLIENT_ID', 'ZOHO_CLIENT_SECRET', 'ZOHO_ACCOUNTS_URL', 'ZOHO_API_URL'];
7for (const key of keys) {
8  const val = process.env[key];
9  if (!val) console.error(`MISSING: ${key} — add via Replit Secrets (lock icon 🔒)`);
10  else console.log(`OK: ${key}`);
11}

1# Python — Zoho OAuth 2.0 flow (zoho_oauth.py)
2from flask import Flask, request, redirect
3import requests
4import os
5
6app = Flask(__name__)
7
8CLIENT_ID = os.environ['ZOHO_CLIENT_ID']
9CLIENT_SECRET = os.environ['ZOHO_CLIENT_SECRET']
10ACCOUNTS_URL = os.environ.get('ZOHO_ACCOUNTS_URL', 'https://accounts.zoho.com')
11REDIRECT_URI = os.environ.get('REPLIT_URL', 'http://localhost:3000') + '/oauth/callback'
12SCOPES = 'ZohoCRM.modules.ALL,ZohoCRM.settings.ALL'
13
14@app.route('/oauth/start')
15def oauth_start():
16    auth_url = (
17        f'{ACCOUNTS_URL}/oauth/v2/auth'
18        f'?scope={SCOPES}'
19        f'&client_id={CLIENT_ID}'
20        f'&response_type=code'
21        f'&access_type=offline'
22        f'&redirect_uri={REDIRECT_URI}'
23    )
24    return redirect(auth_url)
25
26@app.route('/oauth/callback')
27def oauth_callback():
28    code = request.args.get('code')
29    resp = requests.post(
30        f'{ACCOUNTS_URL}/oauth/v2/token',
31        data={
32            'grant_type': 'authorization_code',
33            'client_id': CLIENT_ID,
34            'client_secret': CLIENT_SECRET,
35            'redirect_uri': REDIRECT_URI,
36            'code': code
37        }
38    )
39    tokens = resp.json()
40    print(f"ACCESS TOKEN: {tokens.get('access_token')}")
41    print(f"REFRESH TOKEN: {tokens.get('refresh_token')}")
42    return (f"Authorization complete!<br>"
43            f"Copy ZOHO_ACCESS_TOKEN and ZOHO_REFRESH_TOKEN to Replit Secrets.<br>"
44            f"Expires in: {tokens.get('expires_in')} seconds")
45
46if __name__ == '__main__':
47    app.run(host='0.0.0.0', port=3000)

1// Node.js — token refresh and connection test (zoho-client.js)
2const axios = require('axios');
3const qs = require('querystring');
4
5const ACCOUNTS_URL = process.env.ZOHO_ACCOUNTS_URL || 'https://accounts.zoho.com';
6const API_URL = process.env.ZOHO_API_URL || 'https://www.zohoapis.com';
7let accessToken = process.env.ZOHO_ACCESS_TOKEN;
8
9async function refreshToken() {
10  const resp = await axios.post(
11    `${ACCOUNTS_URL}/oauth/v2/token`,
12    qs.stringify({
13      grant_type: 'refresh_token',
14      client_id: process.env.ZOHO_CLIENT_ID,
15      client_secret: process.env.ZOHO_CLIENT_SECRET,
16      refresh_token: process.env.ZOHO_REFRESH_TOKEN
17    }),
18    { headers: { 'Content-Type': 'application/x-www-form-urlencoded' } }
19  );
20  accessToken = resp.data.access_token;
21  console.log('Access token refreshed');
22  return accessToken;
23}
24
25async function zohoRequest(method, path, data = null) {
26  const makeCall = async () => axios({
27    method,
28    url: `${API_URL}/crm/v2${path}`,
29    headers: { Authorization: `Zoho-oauthtoken ${accessToken}` },
30    data
31  });
32  try {
33    return (await makeCall()).data;
34  } catch (err) {
35    if (err.response?.status === 401) {
36      await refreshToken();
37      return (await makeCall()).data;
38    }
39    throw err;
40  }
41}
42
43// Test connection
44(async () => {
45  const org = await zohoRequest('GET', '/org');
46  console.log('Connected to Zoho CRM:');
47  console.log(`  Org: ${org.org?.[0]?.company_name}`);
48  console.log(`  Edition: ${org.org?.[0]?.edition}`);
49})();
50
51module.exports = { zohoRequest, refreshToken };

1# Python — create leads and search records (crm_operations.py)
2import requests
3import os
4
5ACCESS_TOKEN = os.environ['ZOHO_ACCESS_TOKEN']
6API_URL = os.environ.get('ZOHO_API_URL', 'https://www.zohoapis.com')
7
8headers = {
9    'Authorization': f'Zoho-oauthtoken {ACCESS_TOKEN}',
10    'Content-Type': 'application/json'
11}
12
13def search_lead_by_email(email):
14    """Search for an existing lead by email address."""
15    resp = requests.get(
16        f'{API_URL}/crm/v2/Leads/search',
17        params={'email': email},
18        headers=headers
19    )
20    if resp.status_code == 200:
21        data = resp.json().get('data', [])
22        return data[0] if data else None
23    return None
24
25def create_lead(lead_data):
26    """Create a new lead in Zoho CRM."""
27    payload = {'data': [lead_data]}
28    resp = requests.post(f'{API_URL}/crm/v2/Leads', json=payload, headers=headers)
29    if resp.status_code == 201:
30        result = resp.json().get('data', [{}])[0]
31        return result.get('details', {}).get('id')
32    else:
33        print(f'Create error {resp.status_code}: {resp.text}')
34        return None
35
36def upsert_lead(first_name, last_name, email, company, lead_source='Website'):
37    """Create or update a lead based on email."""
38    existing = search_lead_by_email(email)
39    if existing:
40        print(f'Lead already exists: {existing.get("id")} — updating')
41        # Update existing lead (PUT /Leads/{id})
42        resp = requests.put(
43            f'{API_URL}/crm/v2/Leads/{existing["id"]}',
44            json={'data': [{'Lead_Source': lead_source}]},
45            headers=headers
46        )
47        return existing.get('id')
48    else:
49        lead_data = {
50            'First_Name': first_name,
51            'Last_Name': last_name,
52            'Email': email,
53            'Company': company,
54            'Lead_Source': lead_source
55        }
56        lead_id = create_lead(lead_data)
57        print(f'Lead created: {lead_id}')
58        return lead_id
59
60# Test: create or update a lead
61lead_id = upsert_lead('Jane', 'Smith', 'jane@example.com', 'Acme Corp', 'Website')
62print(f'Lead ID: {lead_id}')

1// Node.js — complete lead capture server (server.js)
2const express = require('express');
3const { zohoRequest, refreshToken } = require('./zoho-client');
4
5const app = express();
6app.use(express.json());
7app.use(express.urlencoded({ extended: true }));
8
9// Optional: add CORS for browser form submissions
10// const cors = require('cors');
11// app.use(cors());
12
13async function upsertLead(data) {
14  const { firstName, lastName, email, company, source } = data;
15  if (!lastName || !email) throw new Error('lastName and email are required');
16
17  // Search for existing lead
18  const search = await zohoRequest('GET', `/Leads/search?email=${encodeURIComponent(email)}`);
19  const existing = search.data?.[0];
20
21  if (existing) {
22    await zohoRequest('PUT', `/Leads/${existing.id}`, {
23      data: [{ Lead_Source: source || 'Website' }]
24    });
25    return { action: 'updated', id: existing.id };
26  }
27
28  const result = await zohoRequest('POST', '/Leads', {
29    data: [{
30      First_Name: firstName || '',
31      Last_Name: lastName,
32      Email: email,
33      Company: company || '',
34      Lead_Source: source || 'Website'
35    }]
36  });
37  const id = result.data?.[0]?.details?.id;
38  return { action: 'created', id };
39}
40
41app.post('/capture-lead', async (req, res) => {
42  try {
43    const result = await upsertLead(req.body);
44    console.log(`Lead ${result.action}: ${result.id}`);
45    res.json({ success: true, ...result });
46  } catch (err) {
47    console.error('Error:', err.message);
48    res.status(500).json({ success: false, error: err.message });
49  }
50});
51
52app.listen(3000, '0.0.0.0', () => console.log('Zoho CRM lead capture server running'));