Get Started #

Submit user data apparently connecting popular CRM services like Hubspot. Here you will get step by step process how you can connect Zoho with Metform

Get API Authentication Token #

Go to: https://accounts.zoho.com/signin

Create a Zoho Account and Log In with your Email and Password

Step 1: Register your App #

For Server-Based Application #

Go to Zoho Developer Console=> Add Client=> Select your Client Type: Server-based-Applications

Enter the following details:

Client Name: The name of your application you want to register with Zoho.
Homepage URL: The URL of your web page.
Authorized Redirect URL: A valid URL of your application to which Zoho Accounts redirects you with a grant token(code) after successful authentication.
Click CREATE.

You will receive the following credentials:

Client ID: The consumer key generated from the connected app.
Client Secret: The consumer secret generated from the connected app.

Generate Grand Token

Now go to browser and paste the link below. **Client Id and Redirect uri will be different from ours. See the description

https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.ALL&client_id=1000.LJFQDIDPZSHWV6G4XXTMC0RGFA55HH&response_type=code&access_type=offline&redirect_uri=https://xpeedstudio.com/our-themes/

Parameter	Description
scope	ZohoCRM.modules.ALL
client_id	Provide your Client ID(consumer key) that you got during client registration.
response_type	code
access_type	offline
redirect_uri	Provide redirect URL that you have given during client registration

Now Provide Your link with all of your information and click on: Accept

When the user clicks Accept: The application gets authorized. The grant token sent as a parameter in the redirect_uri=> Copy the Grand Token/code

Note: **The grant token is valid only for one minute.

For Self-Client #

Go to Zoho Developer Console=> Add Client=> Select your Client Type : Self-Client=> click Create Now.

Now, your client ID and client secret are displayed under the Client Secret tab.

Now go to Generate Code Tab

Enter the required scope: ZohoCRM.modules.ALL
Select the Time Duration for which the grant token is valid. Please note that after this time, the grant token expires.
Enter a description and
Click Create.

Select Portal
Select Production
Click Create

The generated code for the specified scope is displayed. Copy the grant token

Note: **The grant token is valid only for 10 minute.

Step 2: Generate Access token and Refresh Token #

Note: You must use your domain-specific Zoho Accounts URL to generate access and refresh tokens. The following are the various domains and their corresponding accounts URLs.
For US: https://accounts.zoho.com
For AU: https://accounts.zoho.com.au
For EU: https://accounts.zoho.eu
For IN: https://accounts.zoho.in
For CN: https://accounts.zoho.com.cn

To Generate the access token you have to make a Post Request. All you need to do is go to PostMan

Select POST: Make a POST request with the following URL. with your domain-specific Zoho accounts URL when you make the request.
Provide URL: https://accounts.zoho.com/oauth/v2/token

Go to Body Tab=> Provide Your Following Details=> Click Send

Key	Value
grant_type	authorization_code
redirect_uri	Provide redirect URL that you have given during client registration
client_id	Provide your Client ID that you got during client registration.
client_secret	Provide your Client secret that you got during client registration.
code	Enter the grant token generated from previous step

Now Copy the Access Token
Access tokens expire after an hour of generation. To regenerate a new access token, use the refresh token.

Step 3: Regenerate Access Token #

As the access token is valid for one hour, we need to regenerate a new access token with the refresh token.

Go to PostMan=> Provide URL: https://accounts.zoho.com/oauth/v2/token

Go to Body Tab=> Provide Your Following Details=> Click Send

Key	Value
refresh_token	Provide your refresh token
client_id	Provide your Client ID that you got during client registration.
client_secret	Provide your Client secret that you got during client registration.
grant_type	refresh_token