Zoho CRM Connector Setup Guide

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

API information

This connector uses the following vendor API:

Action Name	Visitor profile	Event data
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 Continue to configure the connector actions. Enter a name for the action and select the action type from the list.

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 Connector template variables. 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 About connector templates. 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.

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This page was last updated: November 10, 2026