Zoho CRM Connector Setup Guide | Server-Side Connectors

API Information

This connector uses the following vendor API:

Action Name	AudienceStream	EventStream
Create or 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:

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	Module names. For 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. For 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. For 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.