Creating a Client

To integrate a web application with Zoho CRM, you need to first create a corresponding client.

To create a client

1. Go to Settings > Setup > Developer Space > WebApps.
   
2. Click Add Client ID.
   
3. Enter the following information about the app in the following pop-up:
   • Choose a Client Name.
     
   • Enter the Client Domain.
     
   • Enter Authorized redirect URIs.
     
   • Enter the JavaScript Domain.
     
     
   
   
   
4. Click Create.
   

Once the Client is created, you will be redirected to the CRM, where you can proceed to upload the app.

Build your App

Upload an App

To upload web app

1. Click Settings > Setup > Developer Space > MobileApps.
   
2. Click Upload App. 
   
   
   
   
   
3. Enter the following information about the app:
   • Choose a Name for the app.
     
   • Click Choose File to upload the app files.
     
     
   
   
   
4. Click Upload.
   

Sharing the App

After uploading the app, you can share the app with your users.

To share the app

1. Right after the app is uploaded, you can share the app to your users.
   
2. In the Share To page, select Users based on Profiles, or individual users. 
   
   
   
   
   
3. Click Save.
   

You can view the list of applications for your organization in the WebApps section under Developer Space.

Edit Sharing options

1. Click Setup > Developer Space > WebApps.
   
2. In the list, click the Edit Share button of the desired app.
   
3. Under the Share To section in the App Details page, update the sharing options.
   
4. Click Save.
   

Removing the app

When you remove the application, only the app is deleted from the CRM UI, the Client ID still remains.

To remove the app

1. Click Setup > Developer Space > MobileApps.
   
2. Select the delete button of the app(s) to be uninstalled from the list.
   
3. Click Delete.