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This article describes how to set up the Zoho CRM connector in your Customer Data Hub account.
In this article:
Action Name | AudienceStream | EventStream |
---|---|---|
Insert Record | ✓ | ✓ |
Update Record | ✓ | ✓ |
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
Anytime you go through this connection flow, ensure to save your Customer Data Hub profile to save your changes
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Parameter | Description |
---|---|
Module |
|
Fields |
|
Trigger |
|
Parameter | Description |
---|---|
Module |
|
Record ID |
|
Fields |
|
Trigger |
|
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