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

In this article:

API Information

This connector uses the following vendor API:

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
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.
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