Inbox / Settings
Zoho CRM connection
Policy Bridge writes each synced record straight to your Zoho CRM account over its REST API, using a self-client connection.
Not connected yet
Add ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET and ZOHO_REFRESH_TOKEN in the Environment tab, then rebuild — syncing stays disabled until all three are set.
Where these come from
In the Zoho API Console, create a Self Client, then generate a refresh token with the scope
ZohoCRM.modules.ALL. That gives you the client ID, client secret and refresh token this app reads.
Where the module lives
Each policy copy carries its own target module — Lead, Deal, or a custom Policies module — set on the field mapping panel before it syncs.