Obtaining connection values for Zoho CRM

About this task

This topic provides instructions for obtaining the connection values for the Zoho CRM connector.

Procedure

  1. Log in to the Zoho API Console page by using your credentials.
  2. To register a new application, click + ADD CLIENT.
    Note: If you have an existing application, go to the application to copy your client ID and client secret values.
  3. Choose a client type based on your requirements, and then click CREATE NOW.
  4. On the Create New Client page, specify the Client Name, Homepage URL, and Authorized Redirect URIs as necessary.
  5. Click the CREATE button.
  6. Click the Client Secret tab, and then copy the Client ID and Client Secret values.
    Tip: For more information about creating an application and obtaining the client ID and client secret, see Client - Setup OAuth with Zoho on the Zoho documentation page.
  7. To generate an Access token and Refresh token, see Generate Access Token and Refresh Token on the Zoho Assist page.