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This article describes how to set up the Zoho CRM connector in your Universal 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
  • 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 UDH profile.

      Anytime you go through this connection flow, ensure to save your UDH 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
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
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.