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Zoho CRM integration

Zoho CRM is a cloud-based sales and customer relationship management platform that helps teams manage leads, contacts, accounts, and deals. Integrating Zoho CRM with Frontegg allows your application to read and write CRM data — including leads, contacts, and deals — on behalf of your users through OAuth 2.0 authentication.


Prerequisites

Connect Zoho CRM

Step 1: Sign in to the Zoho API Console

Navigate to api-console.zoho.eu and sign in with your Zoho account.

Zoho Accounts sign-in page

Step 2: Open the API Console

After signing in, you will land on the API Console page, which lists all your existing OAuth applications. Click ADD CLIENT in the top-right corner to create a new application.

Zoho API Console with ADD CLIENT button

Step 3: Select a client type

In the Choose a Client Type dialog, select Server-based Applications. This type is required for server-side OAuth flows used by the Frontegg integration.

Zoho client type selection with Server-based Applications highlighted

Step 4: Fill in the application details

On the Create New Client form, enter the following:

  • Client Name — Enter a name for your application, for example Frontegg Integration.
  • Homepage URL — Enter your application's homepage URL.
  • Authorized Redirect URIs — Enter the Frontegg redirect URI:
https://YOUR_MCP_GATEWAY_URL/integration-callback

Click CREATE to continue.

Zoho CRM Create New Client form filled in

Step 5: Copy your credentials

After the app is created, Zoho opens the Client Secret tab showing your credentials:

  • Client ID — Your app's unique identifier used to initiate OAuth flows.
  • Client Secret — Used to exchange authorization codes for access tokens. Keep this value secure.

Copy both values and store them securely.

Keep your credentials secure

Never share or commit your Client Secret to version control.

Zoho CRM app credentials with Client ID and Client Secret

Step 6: Add redirect URIs

Click the Client Details tab. Under Authorized Redirect URIs, confirm the Frontegg callback URL is present:

  • https://YOUR_MCP_GATEWAY_URL/integration-callback

Click UPDATE to save.

Zoho CRM Client Details with the redirect URI configured

Step 7: Configure OAuth scopes

Zoho CRM scopes are requested at authorization time rather than configured in the API Console. When configuring the Frontegg integration, select the scopes your application requires:

ScopeDescription
ZohoCRM.modules.ALLFull access to all CRM modules
ZohoCRM.modules.READRead access to CRM modules
ZohoCRM.users.READRead user information
ZohoCRM.settings.ALLFull access to CRM settings
ZohoCRM.org.READRead organization information

Minimum required scopes

For basic CRM functionality, you need: ZohoCRM.modules.READ and ZohoCRM.users.READ.

Configure the Frontegg portal

Once you have obtained your Client ID and Client Secret from the steps above, enter them in the integration configuration page of the Frontegg portal:

  1. Open the Frontegg portal and navigate to [ENVIRONMENT] → Integrations → Zoho CRM.
  2. Enter the Client ID and Client Secret in the corresponding fields.
  3. Select the required scopes.
  4. Click Save.

Additional resources