Configuring SAML for Zoho CRM

REQUIRED ACCOUNT/PERMISSION LEVEL

Bitium: All account levels; must be an admin to set up

Zoho CRM: Paid plans; must be an admin to set up

In Bitium:

  1. Go to “Manage Apps.”

  2. Select “Zoho CRM” from the list of installed apps.

  3. Select the “Single Sign-On” tab.

  4. From the dropdown, select “SAML Authentication.”

  5. Enter your verified Zoho domain into the Domain field in Bitium.

    Select SAML Authentication & Enter Domain

  6. Copy the Login URL, Logout URL, and X.509 Certiifcate

  7. Click “Save” in Bitium

    In another window open up Zoho CRM.

In Zoho CRM:

  1. You must have verified your domain in Zoho -https://mailadmin.zoho.com/cpanel/index.do#domains

  2. Navigate to https://mailadmin.zoho.com/cpanel/index.do#samlauthentication

  3. Create a Portal URL of your choice in Zoho.

  4. Paste the Login URL copied from Bitium in Step 5 into the Login URL field in Zoho.

  5. Paste the Logout URL copied from Bitium in Step 5 into the Logout URL and Change Password URL fields in Zoho.

  6. Paste the X.509 Certificate copied from Bitium in Step 5 into the PublicKey field in Zoho.

  7. Set the Algorithm in Zoho to RSA.

    Enter in Configuration Details

  8. Click “Ok” in Zoho.

    Once one app is fully configured as listed above, you’ll be able to enable other apps in the Zoho suite (Zoho CRM Plust and Zoho Mail) with SAML by adding the app in Bitium, enabling SAML, and saving your domain in Bitium for that app.