Zoho CRM Connector Setup Guide

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This article describes how to set up the Zoho CRM connector in your Customer Data Hub account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name	AudienceStream	EventStream
Insert Record	✓	✓
Update Record	✓	✓

Configure Settings

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:

• Client ID
  • Follow https://www.zoho.com/mail/help/api/using-oauth-2.html#alink2
  • Third-Party app - Get Client ID and Client Secret and create OAuth2 credentials.
  • Your authorized redirect URIs must be configured to allow redirect URI: https://my.tealiumiq.com/oauth/webhook/callback.html
• Client Secret
  • See Client ID.
  • Ensure pop-ups are not blocked, and click Establish Connection.
  • Login to your account and confirm access.
  • Once granted, ensure to save your Customer Data Hub profile.
    

    Anytime you go through this connection flow, ensure to save your Customer Data Hub profile to save your changes

Action Settings - Parameters and Options

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.

Action - Insert Record

Parameters

Parameter	Description
Module	The name of the module. For example: "Contacts", "Leads" see examples. For all possible module names, visit: https://www.zoho.com/crm/help/api/v2/#create-specify-records.
Fields	Field names and corresponding values.
Trigger	Trigger can be workflow, approval or blueprint. If the trigger is not mentioned, the workflows, approvals and blueprints related to the API will get executed.

Action - Update Record

Parameters

Parameter	Description
Module	The name of the module. For example: "Contacts", "Leads" see examples. For all possible module names, visit: https://www.zoho.com/crm/help/api/v2/#update-specify-records.
Record ID	The unique ID of the record.
Fields	Field names and corresponding values.
Trigger	Trigger can be workflow, approval or blueprint. If the trigger is not mentioned, the workflows, approvals and blueprints related to the API will get executed.