Batch 7.4: Zoho CRM Setup Docs + Verification Checklist #78

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opened 2026-05-17 18:54:43 -05:00 by null · 0 comments

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2026-05-17 18:54:43 -05:00

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Batch 7.4 — Zoho CRM Setup Docs & Verification Checklist

Phase: 7 — Zoho CRM Integration
Agent: Bishop (docs/verification)
Priority: P3 Low — documentation, no code changes

Tasks

Create docs/zoho-setup.md with:
- Step-by-step Zoho CRM API setup (register app, get client ID/secret, generate refresh token)
- Required Zoho CRM configuration (custom fields, approval workflows, assignment rules)
- All env vars with descriptions and defaults
- How to verify the integration works end-to-end
- Troubleshooting common issues (token expiry, rate limits, field mapping)
Create a verification checklist:
- Contact form → Zoho Lead created with correct fields
- Support form → Zoho Case created with correct fields
- Duplicate email → Zoho Lead updated (not duplicated)
- Zoho down → form still works (SQLite fallback)
- Token refresh works correctly
- Field mapping verified (First_Name, Last_Name, Lead_Source, Description)
Update .env.example with all Zoho env vars documented
Update README or deployment docs as needed

Files to create/modify

docs/zoho-setup.md — New file
.env.example — Update with documented Zoho vars
README.md — Add link to Zoho setup docs

Acceptance criteria

Docs cover full Zoho CRM setup from scratch
All env vars documented with descriptions and defaults
Verification checklist covers all 6 scenarios above
A new team member could follow the docs to set up Zoho integration from scratch

## Batch 7.4 — Zoho CRM Setup Docs & Verification Checklist **Phase:** 7 — Zoho CRM Integration **Agent:** Bishop (docs/verification) **Priority:** P3 Low — documentation, no code changes ### Tasks - Create `docs/zoho-setup.md` with: - Step-by-step Zoho CRM API setup (register app, get client ID/secret, generate refresh token) - Required Zoho CRM configuration (custom fields, approval workflows, assignment rules) - All env vars with descriptions and defaults - How to verify the integration works end-to-end - Troubleshooting common issues (token expiry, rate limits, field mapping) - Create a verification checklist: - Contact form → Zoho Lead created with correct fields - Support form → Zoho Case created with correct fields - Duplicate email → Zoho Lead updated (not duplicated) - Zoho down → form still works (SQLite fallback) - Token refresh works correctly - Field mapping verified (First_Name, Last_Name, Lead_Source, Description) - Update `.env.example` with all Zoho env vars documented - Update README or deployment docs as needed ### Files to create/modify - `docs/zoho-setup.md` — New file - `.env.example` — Update with documented Zoho vars - `README.md` — Add link to Zoho setup docs ### Acceptance criteria - Docs cover full Zoho CRM setup from scratch - All env vars documented with descriptions and defaults - Verification checklist covers all 6 scenarios above - A new team member could follow the docs to set up Zoho integration from scratch