Enginy

Before connecting Zoho CRM to Enginy, make sure your account meets the following requirements. This article covers what you need on the Zoho side — for step-by-step connection instructions, see How to Configure Your Zoho Integration.

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⚠️ To confirm: we don't yet have a confirmed minimum plan requirement for Zoho — some features may require certain paid tiers. We'll update this section once confirmed.

When authorizing the integration, these scopes are granted: 

<code>ZohoCRM.settings.custom_views.READ</code>

<code>ZohoCRM.settings.fields.READ</code>

- <code>ZohoCRM.modules.ALL</code>
- <code>ZohoCRM.org.READ</code>
- <code>ZohoCRM.users.READ</code>
- <code>ZohoCRM.settings.custom_views.READ</code>
- <code>ZohoCRM.coql.READ</code>
- <code>ZohoCRM.settings.fields.READ</code>
- <code>ZohoCRM.modules.emails.ALL</code>

Removing the integration from Enginy does not revoke access on the Zoho side. To fully disconnect, revoke access manually from your Zoho account settings.

- The token refreshes automatically.
- Removing the integration from Enginy does not revoke access on the Zoho side. To fully disconnect, revoke access manually from your Zoho account settings.

What you need on the Zoho side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Zoho

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Permissions & Prerequisites for Zoho

Zoho Plan

User Permissions

Authentication

Sandbox Testing

Security