Create a connected app in Zoho CRM
Create a server-based connected app to obtain Client ID and Client Secret for secure OAuth 2.0 integration.
1
Sign in to Zoho API Console
Sign in to the Zoho API Console.
- Navigate to Applications.
2
Create a new application
Click the ADD CLIENT button in the top-right corner.
- In the “Choose a Client Type” dialog, select Server-based Applications.
- Click CREATE NOW to proceed.
3
Configure application details
Fill in the required application information.
- Client Name: Enter a descriptive name (e.g., “StackOne Integration”)
- Homepage URL: Provide your organization URL (e.g.,
https://yourcompany.com) - Authorized Redirect URIs: Enter
https://api.stackone.com/connect/oauth2/zohocrm/callbackand click the + button to add it - Click the CREATE button to generate your application.
4
Copy Client ID and Client Secret
Click the Client Secret tab, then copy the Client ID and Client Secret. Store both values securely for use later.
Configure OAuth scopes
OAuth scopes control which Zoho CRM resources the integration can access. Use ZohoCRM.modules.ALL for full module access, or select granular scopes.
1
Select scopes
Enables actions: Add Tags To Record, Add Tags To Records (Bulk), Convert Lead, Create Account, Create Call, Create Campaign, Create Case, Create Contact, Create Deal, Create Event, Create Invoice, Create Lead, Create Note, Create Price Book, Create Product, Create Purchase Order, Create Quote, Create Sales Order, Create Solution, Create Task, Create Vendor, Delete Account, Delete Attachment, Delete Call, Delete Campaign, Delete Case, Delete Contact, Delete Deal, Delete Event, Delete Invoice, Delete Lead, Delete Note, Delete Price Book, Delete Product, Delete Purchase Order, Delete Quote, Delete Records (Bulk), Delete Sales Order, Delete Solution, Delete Tag, Delete Task, Delete Vendor, Download Attachment, Get Account, Get Blueprint, Get Call, Get Campaign, Get Case, Get Contact, Get Custom View, Get Deal, Get Deleted Records, Get Event, Get Fields, Get Invoice, Get Lead, Get Module, Get Modules, Get Organization Info, Get Price Book, Get Product, Get Profile, Get Purchase Order, Get Quote, Get Record Count, Get Record Tags, Get Role, Get Sales Order, Get Solution, Get Task, Get User, Get Users, Get Vendor, IAM Get Group, IAM Get Me, IAM Get Organization, IAM Get Role, IAM Get User, IAM List Groups, IAM List Organizations, IAM List Roles, IAM List Users, List Account, List Attachments, List Call, List Campaign, List Case, List Contacts, List Custom Views, List Deal, List Event, List Invoice, List Layouts, List Leads, List Notes, List Notes By IDs, List Notifications, List Price Book, List Product, List Profiles, List Purchase Order, List Quote, List Roles, List Sales Order, List Solution, List Tags, List Task, List Vendor, Mass Delete Records, Mass Update Records, Remove Tags From Record, Search Contacts, Search Leads, Update Account, Update Call, Update Campaign, Update Case, Update Contact, Update Currency Exchange Rate, Update Deal, Update Event, Update Invoice, Update Lead, Update Note, Update Price Book, Update Product, Update Purchase Order, Update Quote, Update Sales Order, Update Solution, Update Task, Update Vendor, Upload Attachment, Upsert Records
Select the scopes required for your use case.
Creating the StackOne Connector Profile
To create the Connector Profile in StackOne for Zoho CRM:1
Open the connector
Log in to StackOne, open Connectors, and select Zoho CRM.
2
Choose actions and events
- Click Add Profile.
- If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0.
- Select the actions, and any events, to enable for this Connector Profile.
- Click Continue.
3
Set up authentication
- Select Authentication Type as OAuth 2.0.
- Fill out the fields using details retrieved from your provider:
- Client ID
- Client Secret
- OAuth Scopes (Optional)
- Click Create Profile.