## 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 - A Zoho CRM account with admin access - Access to the [Zoho API Console](https://api-console.zoho.eu/) ### Connect Zoho CRM #### Step 1: Sign in to the Zoho API Console Navigate to [api-console.zoho.eu](https://api-console.zoho.eu/) and sign in with your Zoho account. ![Zoho Accounts sign-in page](/assets/zoho-crm-1.969280cf13bd4959f0005180df0c478e45e9f9c748fe08cd14aa888a3f5afba5.1ce25488.png) #### 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](/assets/zoho-crm-2.e8189d7c225240b010e136ac96df46ded6fb4dacade9e39f4b77bddc0b2b7821.1ce25488.png) #### 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](/assets/zoho-crm-3.c749d718e6f9215b0395dff935d9bffd57d53097901327e991977622de55a85d.1ce25488.png) #### 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](/assets/zoho-crm-4.5d27395fca3a4292cba53d3f2b71802fbf4be47bf29763c40f7e188532100019.1ce25488.png) #### 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](/assets/zoho-crm-5.b28fa48dcb348909de3cc4afc5466d7dbc944a1d84d174865717fdfc7b520408.1ce25488.png) #### 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](/assets/zoho-crm-6.7380035b00d91dec69d16ab60bf0f16316de4db8e84caff4cc8cf8ece3de6e43.1ce25488.png) #### 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: | Scope | Description | | --- | --- | | `ZohoCRM.modules.ALL` | Full access to all CRM modules | | `ZohoCRM.modules.READ` | Read access to CRM modules | | `ZohoCRM.users.READ` | Read user information | | `ZohoCRM.settings.ALL` | Full access to CRM settings | | `ZohoCRM.org.READ` | Read 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 - [Zoho CRM API documentation](https://www.zoho.com/crm/developer/docs/api/v3/) - [Zoho OAuth 2.0 guide](https://www.zoho.com/accounts/protocol/oauth/web-server-applications.html) - [Zoho API Console](https://api-console.zoho.eu/) - [How to get your Redirect URL](/agen-for-work/connectors/redirect-url)