CRM Connector Application

Build a Lead Manager application that connects to your Zoho CRM account using Catalyst connector, and enables you to view, create, update, or delete leads from the Leads module directly

Register the Client Application in Zoho API Console

We must now register the client application in the Zoho API console, to generate the following credentials:

  • Client ID: The unique key generated for a registered client
  • Client Secret: The secret value generated for a registered client's Client ID

The Client ID and Client Secret are added in the function and client code in several places. These values are necessary to generate the Access Token and Refresh Token initially, and later to refresh the Access Token using the Refresh Token.

To register the client application in Zoho API console:

  1. Visit the Zoho API Console and click Get Started.
  2. Select Server-based Applications as the client type.
  3. Enter "LeadManagerApp" as the client name.

    Provide the other details in the following format:
     
    • Homepage URL: {APP_DOMAIN}/app/index.html
    • Authorized Redirect URIs: {APP_DOMAIN}/server/crm_crud/generateToken
    Replace {APP_DOMAIN} with the application URL value of the LeadManager project you created in Catalyst. You can obtain this value from the Environment settings section in your console.

    For example, the homepage URL in this case will be: https://leadmanager-687259092.development.catalystserverless.com/app/index.html

    And the redirect URL will be: https://leadmanager-687259092.development.catalystserverless.com/server/crm_crud/generateToken

    We enter the path to the index page of the client as the homepage URL, and a route defined in the Node.js function as an authorized redirect URI. We will discuss these steps in the next sections.
     
    • You must add another Authorized Redirect URI for the client. We will serve the app through a localhost to test it after configuring the code. Because this will be redirected to a local domain, we must add that as another authorized redirect URI.

      Click the (+) icon under Authorized Redirect URIs and add: "http://localhost:3000/server/crm_crud/generateToken"

      Note: When you serve an application locally from the CLI, it is hosted from port 3000 by default. We are therefore adding the domain accordingly.
  4. Click Create after configuring these details.

The API console will generate and display the Client ID and Client Secret values for the registered client.

You will need to copy these values and paste them into the function and client files in your project directory. We will discuss this in the next section.