Zoho

Get Started #

Submit user data apparently connecting popular CRM services like Hubspot. Here you will get step by step process how you can connect Zoho with Metform

Get API Authentication Token #

• Go to: https://accounts.zoho.com/signin

Create a Zoho Account and Log In with your Email and Password

Step 1: Register your App #

For Server-Based Application #

Go to Zoho Developer Console=> Add Client=> Select your Client Type: Server-based-Applications

Enter the following details:

• Client Name: The name of your application you want to register with Zoho.
• Homepage URL: The URL of your web page.
• Authorized Redirect URL: A valid URL of your application to which Zoho Accounts redirects you with a grant token(code) after successful authentication.
• Click CREATE.

You will receive the following credentials:

• Client ID: The consumer key generated from the connected app.
• Client Secret: The consumer secret generated from the connected app.

Generate Grand Token

Now go to browser and paste the link below. **Client Id and Redirect uri will be different from ours. See the description

https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.ALL&client_id=1000.LJFQDIDPZSHWV6G4XXTMC0RGFA55HH&response_type=code&access_type=offline&redirect_uri=https://xpeedstudio.com/our-themes/

Parameter	Description
scope	ZohoCRM.modules.ALL
client_id	Provide your Client ID(consumer key) that you got during client registration.
response_type	code
access_type	offline
redirect_uri	Provide redirect URL that you have given during client registration

Now Provide Your link with all of your information and click on: Accept

When the user clicks Accept: The application gets authorized. The grant token sent as a parameter in the redirect_uri=> Copy the Grand Token/code

Note: **The grant token is valid only for one minute.

For Self-Client #

1. Go to Zoho Developer Console=> Add Client=> Select your Client Type : Self-Client=> click Create Now.

Now, your client ID and client secret are displayed under the Client Secret tab.

Now go to Generate Code Tab

1. Enter the required scope: ZohoCRM.modules.ALL
2. Select the Time Duration for which the grant token is valid. Please note that after this time, the grant token expires.
3. Enter a description and
4. Click Create.

1. Select Portal
2. Select Production
3. Click Create

• The generated code for the specified scope is displayed. Copy the grant token

Note: **The grant token is valid only for 10 minute.

Step 2: Generate Access token and Refresh Token #

Note: You must use your domain-specific Zoho Accounts URL to generate access and refresh tokens. The following are the various domains and their corresponding accounts URLs. For US: https://accounts.zoho.com For AU: https://accounts.zoho.com.au For EU: https://accounts.zoho.eu For IN: https://accounts.zoho.in For CN: https://accounts.zoho.com.cn

To Generate the access token you have to make a Post Request. All you need to do is go to PostMan

• Select POST: Make a POST request with the following URL. with your domain-specific Zoho accounts URL when you make the request.
• Provide URL: https://accounts.zoho.com/oauth/v2/token

Go to Body Tab=> Provide Your Following Details=> Click Send

Key	Value
grant_type	authorization_code
redirect_uri	Provide redirect URL that you have given during client registration
client_id	Provide your Client ID that you got during client registration.
client_secret	Provide your Client secret that you got during client registration.
code	Enter the grant token generated from previous step

• Now Copy the Access Token
• Access tokens expire after an hour of generation. To regenerate a new access token, use the refresh token.

Step 3: Regenerate Access Token #

As the access token is valid for one hour, we need to regenerate a new access token with the refresh token.

Go to PostMan=> Provide URL: https://accounts.zoho.com/oauth/v2/token

Go to Body Tab=> Provide Your Following Details=> Click Send

Key	Value
refresh_token	Provide your refresh token
client_id	Provide your Client ID that you got during client registration.
client_secret	Provide your Client secret that you got during client registration.
grant_type	refresh_token

• Copy the Access Token

• Now go to Metform=> Settings=> CRM=> Zoho-> Paste the key Here=> Click Save

Create a New Form #

tep=>1: Go to Dashboard=> Pages=> Add new=>

• Add Page Title
• Select Template Elementor Canvas
• Click on Publish
• Edit with Elementor

• Step=>2: Search For Metform

• Step=>3: Click on the Selected Icon

• Step=>4: Select New=> Enter your Form Name=> Click on Edit Form

• Just Drag and Drop three Field Named: Email , First Name, Last Name as same as Hubspot Created Form Field
• Click on Form Setting

Zoho Contacts #

1. The Modal will appear named Form Setting=> CRM=> Enable Zoho Contact=> Save Changes

2. Go to the Site=> Fill the Form and Click on Submit Button

3. Go to https://crm.zoho.com/=> Click on Contacts=> Showing the Metform Submitted Data in the Zoho Contact List