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Zoho CRM Setup Guide

Connect your Zoho CRM using a Self Client to generate API credentials.

1

Register a Self Client

A Self Client lets you generate credentials without building a full OAuth redirect flow.

  1. Go to the Zoho API Console at api-console.zoho.com (or .eu, .in, .ca, .com.au depending on your region)
  2. Click Add Client
  3. Select Self Client
  4. Click Create

Zoho will immediately show your Client ID and Client Secret. Copy both values.

2

Generate a Grant Token

You need a one-time grant token to exchange for a refresh token.

  1. On the Self Client page, go to the Generate Code tab
  2. Enter the following scope: ZohoCRM.modules.ALL,ZohoCRM.settings.ALL
  3. Set Time Duration to 10 minutes
  4. Enter a description (e.g. Let's Submit integration)
  5. Click Create
  6. Copy the generated grant token (you'll use it in the next step)

The grant token expires quickly (10 minutes). Complete the next step immediately after generating it.

3

Exchange for a Refresh Token

Use the grant token to get a long-lived refresh token. Run this in your terminal:

curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=authorization_code" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "code=YOUR_GRANT_TOKEN"

The response will include a refresh_token. Copy it — this is what you'll paste into Settings.

Replace the URL domain with your region's domain if you're not on .com (e.g. accounts.zoho.ca for Canada).

4

Select your Data Center

Choose the data center that matches your Zoho account region:

If you're unsure, check the URL when you log into Zoho CRM — the domain tells you which data center you're on.

Quick Reference

Client ID From the Self Client in Zoho API Console
Client Secret From the Self Client in Zoho API Console
Refresh Token Obtained by exchanging the grant token via curl
Data Center Matches your Zoho account region (.com, .eu, .in, .ca, .com.au)