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**Requirements:** a Zoho CRM account with access to api-console.zoho.com (section 2).

1. Sign in to **api-console.zoho.com** and click **GET STARTED**.
2. Choose the **Self Client** client type and click **CREATE NOW**.
3. Confirm by clicking **CREATE** and then **OK**. Zoho asks for no end-user authorization for this client type — the official text itself confirms it: "there will be no end-user authorization required".
4. Under the **Client Secret** tab of the newly created Self Client, copy the **Client ID** and the **Client Secret**.
5. Go to the **Generate Code** tab and paste these exact permissions (scopes), comma-separated — the minimum the connector needs, not one more:

| Scope | What the connector uses it for |
| --- | --- |
| `ZohoCRM.modules.contacts.READ` | Search and read existing contacts. |
| `ZohoCRM.modules.contacts.CREATE` | Create a new contact ("lead → contact" action, section 5). |
| `ZohoCRM.modules.contacts.UPDATE` | Update an existing contact's data. |
| `ZohoCRM.modules.deals.READ` | Search existing deals. |
| `ZohoCRM.modules.deals.CREATE` | Create a new deal. |
| `ZohoCRM.modules.deals.UPDATE` | Change a deal's stage ("stage → deal" action, section 5). |

1. Choose the code's **expiration time** (3 minutes by default) and click **CREATE**. Zoho shows the **authorization code** — copy it right away.
2. Also write down your Zoho account's real **Data Center** (US, EU, IN, AU, JP, CN or CA) — you'll see it in the URL you normally use to access your Zoho CRM account. Unlike the full OAuth flow with redirection, the Self Client flow **doesn't detect it automatically**: you have to state it yourself in the connection modal (section 4).

Verified against Zoho's official documentation (`zoho.com/accounts/protocol/oauth/self-client/overview.html` and `zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html`, checked on September 5, 2026).