Zoho CRM cloud application

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With Security Assertion Markup Language (SAML), your users can sign in to enterprise cloud applications with their Google Cloud credentials.

Set up SSO via SAML for Zoho CRM

Step 1: Set up Google as a SAML identity provider (IdP)
  1. Sign in to your Google Admin console.

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

  2. From the Admin console Home page, go to Appsand thenSAML apps.
  3. Click the plus (+) icon at the bottom right.
  4. Locate and click Zoho CRM in the application list.
  5. On the Google IDP Information page:
    • Copy and save the SSO URL.
    • Download the Certificate.
  6. Click Next.

    The Basic information window shows the Application name and Description seen by users.

  7. Click Next.

    On the Service Provider Details page, the ACS URL and Entity ID fields are automatically populated.

  8. Replace the occurrences of {your-account-id} with the account ID registered on Zoho
  9. The default Name ID is the primary email. 
  10. Leave the Name ID Format as Unspecified.
  11. Click Finish.
Step 2: Set up Zoho CRM as a SAML 2.0 service provider (SP)
  1. Open a new incognito browser window.
  2. Sign in to https://one.zoho.com with your organization's Zoho CRM administrator account.
  3. Click on the Settings icon at the top right.
  4. Click Organization info.
  5. Enable SAML Authentication.
  6. In the following fields, enter the information you obtained from Google in step 1:
    • SSO Target URL: Paste the SSO URL you copied.
    • X.509 Certificate: Paste the certificate you downloaded.
  7. Click Save.
Step 3: Enable the Zoho CRM app
  1. Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenSAML apps.
  3. Select Zoho CRM.
  4. At the top right of the gray box, click Edit Service .

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

  6. To turn on or off a service only for users in an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. To keep the service turned on or off even when the service is turned on or off for the parent organizational unit, click Override.
    4. If the organization's status is already Overridden, choose an option:
      • Inherit—Reverts to the same setting as its parent.
      • Save—Saves your new setting (even if the parent setting changes).

    Learn more about organizational structure.

  7. (Optional) Turn on the service for a group of users.
    Use access groups to turn on a service for specific users within or across your organizational units. Learn more

  8. Ensure that your Zoho CRM user account email IDs match those in your Google domain.
Step 4: Verify that the SSO is working
  1. Close all browser windows.
  2. Open https://accounts.zoho.com/samlauthrequest/youdomai. You should be redirected to the Google sign-in page.
  3. Enter your username and password.

After your credentials are authenticated, you are redirected back to Zoho CRM.

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