Zoho CRM Connector Setup Guide

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This article describes how to set up the Zoho CRM connector.

In this article:

• API Information
• Connector Actions
• Configure Settings
• Action Settings - Parameters and Options
• Action - Create or Update Record

API Information

This connector uses the following vendor API:

• API Name: Zoho CRM API
• API Version: v2
• API Endpoint: https://www.zohoapis.com/crm/v2/

Connector Actions

Action Name	AudienceStream	EventStream
Create or 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:

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 - Create or Update Record

Parameters

Parameter	Description
Module	Module names. Example: Leads, Accounts For all possible module names, see Insert or Update Records (Upsert).
Template Variables	Provide template variables as data input. For more information, see the Template Variables Guide. Name nested template variables with the dot notation. Example: items.name Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in body data. For more information, see the Templates Guide. Templates are injected by name with double curly braces into supported fields. Example: {{SomeTemplateName}}
Duplicate Check Fields	Duplicate check fields dictate whether a new record will be added or updated. The system-defined duplicate check fields are used by default. For more information about duplicate check fields, see Insert or Update Records (Upsert).
Trigger	Trigger can be workflow, approval, or blueprint. If the trigger is not mentioned, the workflows, approvals, and blueprints related to the API are executed.