How to Create OAuth Credentials for Zoho CRM

This guide will help you set up your Zoho CRM OAuth app to connect with Apideck.

Zoho CRM is a comprehensive customer relationship management platform that helps businesses manage sales, marketing, and customer support. Integrating Zoho CRM into your application allows you to access leads, contacts, deals, accounts, and other CRM data through Apideck's unified API.

Prerequisites

Before you begin, make sure you have:

1. A Zoho account with access to Zoho CRM
2. An Apideck account
3. Admin access to create OAuth applications in Zoho

Enable the Zoho CRM Connector in Apideck

1. Navigate to the Apideck Dashboard
2. Enable the Zoho CRM connector if it's not already enabled

Getting Your OAuth Credentials

Step 1: Sign in to Zoho API Console

1. Go to https://api-console.zoho.com/
2. Sign in with your Zoho account credentials

Step 2: Create a New OAuth Application

1. On the applications overview page, click the "Add client" button in the top right corner

2. Select "Server-based Applications" as the client type

Step 3: Configure Application Details

Fill in the application details form:

• Client Name: Enter a descriptive name (e.g., "Apideck Integration"). This name will be shown to users when they authorize your app to access their Zoho CRM account.
• Client Type: Should be set to "Server-based Applications" (selected in the previous step).
• Homepage URL: Enter your company's website URL or your SaaS product URL.
• Authorized Redirect URIs:

https://unify.apideck.com/vault/callback

💡 TIP: The redirect URI must match exactly. Make sure there are no trailing slashes or extra characters.

Step 4: Get Your Client Credentials

After creating the application, Zoho will display your OAuth 2.0 credentials:

You'll see:

• Client ID: A unique identifier for your application
• Client Secret: A secret key used for authentication

💡 TIP: Copy the Client ID and Client Secret immediately. The Client Secret may only be visible once when you first create the app. If you lose it, you'll need to regenerate it.

Step 5: Configure Data Center Settings

1. Click on "Settings" for your newly created application
2. Enable the data centers that match the regions where your customers will operate
3. Click "Use the same OAuth credentials for all data centers" to use a single set of credentials across all enabled data centers

💡 TIP: Zoho operates multiple data centers (US, EU, IN, AU, etc.). Make sure to enable the data centers where your customers' Zoho CRM accounts are hosted. Using the same credentials for all data centers simplifies management.

Configure in Apideck

Now that you have your Zoho CRM OAuth credentials, configure them in Apideck:

1. Navigate to Apideck Dashboard > Configuration > CRM > Zoho CRM

2. Enter your OAuth credentials:

   • Client ID → client_id: Paste the Client ID from your Zoho application
   • Client Secret → client_secret: Paste the Client Secret from your Zoho application

3. Configure Scopes: We recommend setting these three scopes:

• ZohoCRM.modules.ALL: Full access to all Zoho CRM modules and operations
• ZohoCRM.users.ALL: Full access to user information
• ZohoCRM.settings.fields.READ: Read access to Zoho CRM module fields

4. Click "Save settings" to save your credentials and scopes

Test Your Connection

1. Click "Test Vault" in the Apideck Dashboard

2. Click on "Authorize" for your Zoho CRM connection

3. Select your organization from the list

4. Grant access to the application

5. After authorization, you'll be redirected back to Apideck and your connection status will change to Connected.

Do Your First API Call

1. Test the connection by making a request to get leads:

curl --location 'https://unify.apideck.com/crm/leads' \
  --header 'x-apideck-consumer-id: test-consumer' \
  --header 'x-apideck-app-id: {APIDECK_APP_ID}' \
  --header 'x-apideck-service-id: zoho-crm' \
  --header 'Authorization: Bearer {APIDECK_API_KEY}'

2. Replace:

• {APIDECK_APP_ID} with your Apideck application ID
• {APIDECK_API_KEY} with your Apideck API key

3. You'll receive a list of leads from your Zoho CRM account