Open the extension inside Zoho CRM
OAuth starts from the ZE Messenger web tab. If CRM context is missing, the page shows Context Unavailable and the connection cannot start.
Read the connection status
Status is Connected, Expired, or Disconnected. When it is disconnected, API operations, WorkDrive access, and Writer document generation need this connection before they can run.
Connect to Zoho CRM
Choose Connect to Zoho CRM. On Zoho’s consent screen, select the same organisation the extension is open in. Incoming texts create or update ZE Messages in that organisation, matched by Twilio SID.
Review, test, reconnect, or disconnect
When the connection is in place, review the granted scopes and use Test Connection. Reconnect if the token is expired, or if Zoho Bookings READ and CREATE are missing. AI bots that book appointments need those Bookings scopes. Disconnect is available. It warns that API keys and integrations using this account fail until an administrator reconnects.
What stays blocked until OAuth is connected
Twilio cannot attach numbers, CRM logging stays paused, and organisation API keys cannot act for the organisation.