Zoho CRM Account Creation

CRM Developer Account Creation & OAuth Setup Guide #

This document added guidance walks you through:

• Creating a Zoho CRM Developer Account #

• Setting up CRM access #

• Creating OAuth Client (Client ID & Secret) #

• Adding the Redirect URI (needed in your plugin) #

• Generating Access Tokens for syncing orders #

Create Your Zoho CRM Developer Account

Step 1 — Open Zoho CRM Registration Page #

• Visit:
  https://www.zoho.com/crm/developer/

• Click Sign Up for Free.

Step 2 — Enter Your Details #

Fill in the following fields:

• Full Name
• Email Address
• Mobile Number (optional)
• Password

Click Sign Up for Free.

Step 3 — Verify Your Email #

• Zoho will send a verification link to your email.
• Click Verify Email Address to activate your account.

Step 4 — Login to Zoho CRM #

• After verification, open: https://crm.zoho.com
• Sign in using your Zoho credentials.

Zoho CRM Setup

Once logged in:

• Zoho will ask a few onboarding questions (company type, purpose).
• Complete them or skip.

You are now inside Zoho CRM Dashboard.

Access Zoho Developer Console

Your plugin requires Client ID, Client Secret & Redirect URI, created in Zoho’s API Console.

Follow these steps:

Step 1 — Open Zoho API Console #

Visit : https://api-console.zoho.com/

Log in with the same Zoho account.

Step 2 — Click “Add Client” #

Top right corner → Add Client

This is where you create OAuth credentials.

Create OAuth Client for  Plugin

A form will appear asking for details.

Fill it exactly as shown:

Client Type #

Select : Server-based Application

This is required for WooCommerce server-to-Zoho communication.

Client Name #

Enter your website name (e.g., MyStore WooCommerce Integration).

Homepage URL #

Enter your store’s homepage:
Example: https://yourstore.com

Authorized Redirect URIs #

Paste the Redirect URI from your plugin settings.

From your screenshot, it is something like:

https://yourstore.com/wp-admin/admin-post.php?action=codshield_zoho_auth

This must match exactly
If it does NOT match, Zoho will reject the OAuth authentication.

Click “Create” #

After submitting, Zoho will generate:

Client ID #

Client Secret #

Copy both.

You will paste these inside your plugin settings.

Configure Zoho in Your Plugin Settings

Go to:

WordPress → CODShield AI Premium → CRM Sync → Zoho CRM Settings

Fill the fields:

Zoho Region:

Choose the correct Zoho domain:

• Global → accounts.zoho.com
• IN (India) → accounts.zoho.in
• EU → accounts.zoho.eu
• US → accounts.zoho.com

(Merchant must select region where their Zoho account is hosted.)

✔ Client ID #

Paste the Client ID you copied from Zoho.

✔ Client Secret #

Paste the Client Secret.

✔ Redirect URI #

This field is auto-generated by your WordPress plugin.

Do NOT change this
You must paste this same URI when creating Zoho OAuth Client.

Your plugin will:

✔ Receive an Authorization Code
✔ Automatically exchange it for:

Access Token

Refresh Token

✔ Save the Refresh Token securely in plugin settings
✔ Mark Zoho CRM as “Connected”

The Refresh Token field will now show: 1000.xxxxxx…(long token)…

Confirm Integration in Zoho CRM

After authorizing:

Go to Zoho CRM : https://crmplus.zoho.com/

Open Leads module

Place a test WooCommerce order

A new Lead should appear automatically with fields:

• Name
• Email
• Phone
• Order ID
• Order Amount
• Order Status
• Source: WooCommerce