Connecting to Zoho CRM

Connecting to Zoho CRM

Step 2: Create Server-based App in Zoho Console

Connecting to your Zoho CRM account has never been easier. Simply follow these steps:

  1. Make sure you are logged in to Zoho CRM in the same browser.
  2. Select your domain: .COM | .EU | .IN | .CN
  3. Click on the “Open URL” icon to get your Client ID and Client Secret.
  4. Add a “Server-based application” in zoho api console.
  5. Enter the home page url:
  6. Enter the authorized redirect URL: this is the url you see in the URL Bar on (see image below)
  7. Copy the Client ID and Client Secret and paste it in the plugin connect page.
  8. Fill in your Zoho email address and click on connect.
  9. Now click on Authorize. Now the button will turn green with the label “Store Connected”.
  10. You are all done! Every new order will now get synced to Zoho CRM as a new Sales Order.
The Authorized Redirect URL is visible in the URL Bar of your browser
It should look like this image
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