CRM & sales

Connect Zoho CRM

Self Client + one API call — 10 minutes (or we do it live).

← All tools
  1. Go to api-console.zoho.com → Add Client → Self Client, click Create.
  2. Copy the Client ID and Client Secret from the Client Secret tab.
  3. Open the Generate Code tab. In the Scope field, type or paste:
    📋 Paste this exact value:ZohoCRM.modules.ALL
    Set an expiry, click Create, and copy the authorisation code shown — it expires in minutes.
  4. Exchange that code for a refresh token — one HTTP request, not a click. We can send you a ready-made command, or do this together on a call.
  5. Confirm your region from the URL you log in with: crm.zoho.com → US, crm.zoho.eu → EU, crm.zoho.in → IN, crm.zoho.com.au → AU, crm.zoho.jp → JP, crm.zoho.com.cn → CN.

Same pattern as Zoho Books — the code-exchange step is the only technical one, happy to take it off your hands.

Stuck, or would rather we just did this?

Message us on WhatsApp or email info@bilazann.com — we'll walk through Zoho CRM with you, screen-share or voice, whichever's easier.