Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Prerequisite - Generate Org OAuth Token

The Zoho SalesIQ REST API uses the OAuth 2.0 protocol to authorize and authenticate calls. OAuth is an industry open standard for authorization. It provides secure access to protected resources, thereby reducing the hassle of asking for a username and a password every time you log in.

You can follow some necessary steps to access SalesIQ's Rest APIs using Oauth 2.0.

How to register your Application with Zoho's Developer Console?

You will have to first register your application with Zoho's Developer console to get your organization's client ID and the client secret. To register your application:

  • Go to Zoho Developer Console.
Data Center  ZohoSalesIQ_Server_URI  ZohoAccounts_Server_URI  Developer Console
US
(United States)
salesiq.zoho.comaccounts.zoho.comapi-console.zoho.com/
EU
(Europe)
salesiq.zoho.euaccounts.zoho.euapi-console.zoho.eu
IN
(India)
salesiq.zoho.inaccounts.zoho.inapi-console.zoho.in
AU
(Australia)
salesiq.zoho.com.auaccounts.zoho.com.auapi-console.zoho.com.au
CN
(China)
salesiq.zoho.com.cnaccounts.zoho.com.cnapi-console.zoho.com.cn
JP
(Japan)
salesiq.zoho.jpaccounts.zoho.jpapi-console.zoho.jp
  • On the API credentials page, Enter the required details in the form. Add your Client Name, Client Domain, and the Authorized Redirect URI, and click “Create.”

  • You will be provided with a set of Org OAuth 2.0 credentials such as a client ID and client secret known to both Zoho and your application.

How to get Authorization?

Next, you will have to call the authorization URL. The authorization URL should contain the following parameters.

Note: The first four parameters mentioned here are mandatory, while the remaining three parameters are recommended.

ParameterTypeDescription
client_idUnique IdentifierThe ID that was assigned to your app when you registered it.
response_typestring”code”
redirect_uriURLYour callback URL with an authorization code and response token. This should be the same link that you used during registration.
scopestringSpecifies the scope allowed for your app. Has to be separated by commas.
Syntax: 
Servicename.Scopename.Operation
Example: SalesIQ.chatdetails.READ
access_typestringOffline/Online (By default, it is taken as Online).
The “Online” access_type gives your application only the access_token, which is valid for one hour.
The “Offline” access_type will give the application an access token as well as a refresh_token.
promptstringPrompt=”Consent”.
Prompts for consent each time your app tries to access the organization's credentials.
statestringA random value(can be a number, a character, or a string of characters) that you can assign to correlate the callback with its associated authorization request.

The Scope Name and Operations to the APIs - Click here.

Once this authorization URL is called, a consent page is shown. Example:

GET: oauth/v2/org/auth 

Host:: https://accounts.zoho.com

Query String:

https://accounts.zoho.com/oauth/v2/org/auth?scope=SalesIQ.conversations.ALL&client_id=1005.MS5CUMJ2K8WRXM7V9LPF6WBLM1Q07S&state=testing&response_type=code&redirect_uri=http://zylker/rourl&access_type=offline

If the user clicks “Accept,” Zoho redirects back to your site where you can procure the authentication code from the parameter Code in the URL. Your application can now request Zoho for an access token using the code. If the user clicks “Deny,” then the server returns an error.

Prompting re-consent

You can prompt the user to re-authorize your app every time the user logins in by adding the prompt=consent parameter to the authentication request. When prompt=consent is included, the consent screen is displayed every time the user logs into your app. For this reason, include prompt=consent only when necessary.

How to get refresh token and access token?

Once your application receives the Auth code, a new request can be made to receive an access token using which your app will receive the org credentials. This is an important step in the entire process and so be careful while setting the parameters for the same.

Note: All the mentioned parameters are mandatory.

ParameterTypeDescription
codeStringThe Authorization Code that was obtained from the initial request.
client_idUnique IdentifierThe ID that was assigned to your app when you registered it.
client_secretStringYour app's secret.
Assigned when you register your app and available in your profile.
redirect_uriURLYour callback URL with authorization code and response token.
scopestringSpecifies the scope allowed for your app. Has to be separated by commas.
statestringHas to be maintained the same during the entire process for authenticity.

Once the request, along with the authorization code, is sent, Zoho will issue a response to your app, which gives you the following information.

expires_in - Time in milliseconds for which the token remains valid.
token_type - Type of token. (”bearer”)
access_token - Access token for the org. This token can be used for the final API calls and will be valid only for an hour.
refresh_token - Refresh token can be used when the access token has timed out. This token can be used 20 times to refresh the app and get a new access token.
You can store this data so that there is no need for authorization each time this user accesses your app.

Example:

POST oauth/v2/token
HOST:: https://accounts.zoho.com 

Query String:

https://accounts.zoho.com/oauth/v2/token?
code=1000.fadbca4c2be2f08b0ce82a54f6344313.ba532585103af6f12a0f160
&grant_type=authorization_code
&client_id=1000.R2Z0WWOLFVMR287126QED3B4JWQ5EN
&client_secret=39c689de68c712fa5f1f06c3b1319ab98f59fa921b
&redirect_uri=https://www.zylker.com/support
&scope=SalesIQ.operators.READ

How to use refresh token to get access token?

In your request for access, you can request a refresh token to be returned along with the access token. A refresh token provides your app access to Rest APIs even when the user is not logged in. To request a refresh token, add access_type=offline to the authentication request.

The Prompt=consent will always generate the refresh token. The maximum number of refresh tokens is 20. Once the limit is reached, the first refresh token in terms of time will be deleted.

The Access Tokens have limited validity. In most general cases, the access tokens expire in an hour. Until then, the access token has unlimited usage. Once it expires, your app will have to use the refresh token to request a new access token.

For this new request, the parameters to be included are,

ParameterTypeDescription
client_idUnique IdentifierThe ID that was assigned to your app when you registered it.
client_secretStringYour app's secret.
Assigned when you register your app and available in your profile.
grant_typeStringrefresh_token
redirect_uriURLYour callback URL.
refresh_tokenStringThe refresh token is provided along with the access token.

Example:

POST https://accounts.zoho.com/oauth/v2/token
HOST:: https://accounts.zoho.com

Query String:

https://accounts.zoho.com/oauth/v2/token?client_id=1005.7CLIB69M553X8E56IJPL096TUVZFEX&client_secret=a1b16d65532b34bdacbeb078e975f879996ecb43fc&redirect_uri=http://zylker.com/support&grant_type=refresh_token
&refresh_token=1000.4069dacb5684b2df29b60ed6865e889f.fd1f173360871d254bcf902062390367

You will now receive a new access token using which you can continue getting org credentials. This access token will also have a validity of one hour.

How to use the Access Token?

Send the access token as a header when you call a Zoho SalesIQ REST API.

Example:

GET oauth/user/info

Query String:

GET 
HOST:: https://salesiq.zoho.com
Header:
Authorization= Zoho-oauthtoken <space> <access token>

When this access token with the available scopes invokes the URL, the info as permitted in the scope is granted to the application. The org credentials are thus obtained, and the regular sign up flow can be implemented.