Insert a new record
Last updated
Last updated
Select Zoho CRM as your target app and the connection you want to use, or create a new one. Click “Continue.”
Pick “Insert a new record” as your action and the module you want to use. Click “Continue” to display the action’s data template.
Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click “Map” when you’re done.
If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.
Verify your target is active in the upper-right corner. Click “Add a target” or “Save” to add more apps or save your Gear.
Make sure you turn on your Gear before exiting GearPlug!
