Zoho CRM Integration
This integration will create or update a Zoho CRM contact. It ensures that user data collected in Flarie Studio is seamlessly synced to Zoho CRM, enabling CRM enrichment, personalized email marketing, automated workflows, and advanced contact segmentation.
Configuration
The following Zoho CRM credentials are required to authenticate and correctly pass data to Zoho CRM.
Client Id
Client Secret
How to create your api credentials
1. Go to Settings -> Developer Hub -> Apis and SDKs -> press Register New Client under Server Side SDKs
2. Select Self Client
3. Go to Client Secret to get you Client Id and Client Secret
Organization Id
How to get your Organization Id
1. Go to Settings -> General -> Company Settings
Region
You can spot the region by looking at the ending of your domain.
Payload Requirements
This section defines what is mandatory to send to Zoho CRM.
Email - the core identifier for a Zoho CRM contact. Required in order to create or update a contact.
Pass additional Flarie Parameters to Zoho CRM
You may pass additional parameters to Zoho CRM. This can be done by passing a value on either a default field within Zoho CRM or by creating a custom field.
How to create Custom Fields within Zoho CRM
1. Go to Settings -> Customization -> Modules and Fields -> select Contacts
2. Within Contacts, navigate to Fields and press Create and Edit Fields
3. Add the Field type of your choice and provide a name
Get Field Keys
In order to add the Zoho CRM Key in Flarie Studio you need the Field Key for each value you want to pass to Zoho CRM. Below is a guide where you find the Field Keys.
1. Go to Settings -> Developer Hub -> APIs and SDKs and press API names
2. Select Contacts
3. Navigate to your Field. The API Name is what you need to use as the Zoho CRM Key in Flarie Studio
Flarie Studio:
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