> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caylex.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> How to create OAuth credentials for Zoho CRM.

Zoho CRM supports OAuth 2.0 for secure API access. Applications are created through the Zoho API Console. You need a **Server-based Application** for backend integrations.

## Steps

1. **Create an Application in the Zoho API Console**
   * Go to the [Zoho API Console](https://api-console.zoho.com/)
   * Create a **Server-based Application** (for backend redirect URIs)
   * Note: For browser-based apps, choose **Client-based Application** instead

2. **Fill Out Application Details**
   * **Client Name**: e.g., `My CRM Integration`
   * **Homepage URL**: Your application's base URL
   * **Authorized Redirect URIs**: Your OAuth callback URL

3. **Get Client ID and Client Secret**
   * After saving, Zoho will generate your **Client ID** and **Client Secret**
   * Copy both values immediately

4. **Configure Scopes**
   * Zoho's Developer Console doesn't have a manual scope selector
   * Scopes are specified when making the authorization request
   * Default/common scopes:
     * `ZohoCRM.modules.ALL` — Access all modules
     * `ZohoCRM.settings.ALL` — Access all settings
     * `ZohoCRM.notifications.ALL` — Access notifications
     * `ZohoCRM.users.ALL` — Access user management
   * Additional scopes:
     * `ZohoCRM.contacts.ALL` — Contact management
     * `ZohoCRM.deals.ALL` — Deal/sales pipeline
     * `ZohoCRM.tasks.ALL` — Task management
     * `ZohoCRM.reports.ALL` — Reports and analytics
     * `ZohoCRM.org.ALL` — Organization details
     * `ZohoCRM.bulk.ALL` — Bulk read/write APIs
     * `ZohoCRM.files.ALL` — Attachments and files
     * `ZohoCRM.coql.READ` — COQL queries
     * `ZohoCRM.functions.ALL` — Custom functions/workflows

## Key Details

* **API Console**: [https://api-console.zoho.com/](https://api-console.zoho.com/)
* **Auth Type**: OAuth 2.0
* **Authorization URL**: `https://accounts.zoho.com/oauth/v2/auth`
* **Token URL**: `https://accounts.zoho.com/oauth/v2/token`
* **Base API URL**: `https://www.zohoapis.com/crm/v2/`
* **Credentials Location**: API Console → Application details
* **OAuth Terminology Reference**: [https://www.zoho.com/accounts/protocol/oauth-terminology.html](https://www.zoho.com/accounts/protocol/oauth-terminology.html)
* **Scopes Documentation**: [https://www.zoho.com/crm/developer/docs/api/v2/scopes.html](https://www.zoho.com/crm/developer/docs/api/v2/scopes.html)
* **Note**: Zoho has regional data centers — ensure your API base URL matches your account region (e.g., `.com`, `.eu`, `.in`, `.com.au`)