Zoho CRM cloud app

Using the SAML 2.0 standard, you can configure single sign-on (SSO) for a number of cloud apps. After you set up SSO, your users can use their Google Workspace credentials to sign in to an app using SSO.

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Add appSearch for apps.
4. For Enter app name, enter Zoho CRM.
5. In the search results, point to Zoho CRM and click Select.
6. In the Google Identity Provider details window, for Option 2: Copy the SSO URL and certificate:
   1. Next to SSO URL, click Copy  and save the URL. 
   2. Next to Certificate, click Copy  and save the certificate.
      You need these details to complete the setup in Zoho CRM.
7. Click Continue.
8. On the Service provider details page, for ACS URL, replace {your-account-id} with your Zoho CRM account ID.
9. Click Continue.
10. (Optional) To map Google directory attributes to the corresponding app attributes, in the Attribute Mapping window:

    1. Click Add Mapping.
    2. Click Select fieldselect a Google directory attribute.
    3. For App attributes, enter the corresponding app attribute.
11. (Optional) To enter group names that are relevant for this app:

    1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
    2. Add additional groups as needed (maximum of 75 groups).
    3. For App attribute, enter the groups attribute name of the corresponding service provider.

    Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to About group membership mapping.

12. Click Finish.

1. Open an Incognito browser window, go to the Zoho CRM sign-in page, and sign in with your Zoho CRM administrator account.
2. At the top, click Settings .
3. Click Organization info.
4. Turn on SAML Authentication.
5. For SSO Target URL, paste the URL that you saved in Step 1.
6. For X.509 Certificate, paste the certificate that you saved in Step 1.
7. Click Save.

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Zoho CRM.
4. Click User access.

5. To turn a service on or off for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

6. (Optional) To turn a service on or off for an organizational unit:

   1. At the left, select the organizational unit.
   2. To change the Service status, select On or Off.
   3. Choose one:
      • If the Service status is set to Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to Overridden, either click Inherit to revert to the same setting as its parent, or click Save to keep the new setting, even if the parent setting changes.
        Note: Learn more about organizational structure.
7. To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access.
8. Ensure that your Zoho CRM user account email domains match the primary domain of your organization’s managed Google Account.

Zoho CRM supports both identity provider-initiated and service provider-initiated SSO.

Verify identity provider-initiated SSO

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Zoho CRM.
4. In the Zoho CRM section, click Test SAML login. 

   The app should open in a separate tab. If it doesn’t, troubleshoot the error message and try again. For details on troubleshooting, go to SAML app error messages.

Verify service provider-initiated SSO

1. Close all browser windows.
2. Go to the Zoho CRM sign-in page and sign in with your Zoho CRM administrator account.

   You should be redirected to the Google sign-in page.

3. Enter your Google Workspace email address and password.

After your credentials are authenticated, the app should open.