How to Connect Webhooks with Zoho CRM Create Contacts
The integration will allow you to get data from Webhooks and transfer them to Zoho CRM for create contacts. This way you can automate the process of processing data from the Webhooks using Zoho CRM as efficiently as possible.
Let's go through the entire Webhooks with Zoho CRM setup steps together!
Navigation:
1. What will integration Webhooks with Zoho CRM do?
2. How to connect your Webhooks account?
3. How to connect your Zoho CRM account to?
4. How to setup data transfer to Zoho CRM in the selected action?
5. An example of the data that will be sent to your Zoho CRM.
6. Auto-update.
To start setup click "Create Connection".
Select a system as the Data Source. In this case, you must specify Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transmitted. In this case, you must specify Zoho CRM Create Contacts.
The next step is to select the Webhooks account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.
Click on three dots and select "Webhooks".
In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.
If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.
The next step is to select the Zoho CRM account to which the data will be sent.
If there are no accounts connected to the SaveMyLeads system, click "Connect account".
Enter your Login and Password for your Zoho CRM account and give SaveMyLeads permission to work with this account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Now you need to assign variables from the Data Source to the Zoho CRM fields you need.
Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.
Now
see the test data that will be send to Zoho CRM.
Click "Send test data to Zoho CRM" and go to the Zoho CRM to check the result.
If something does not suit you - click "Back" and go back one step.
If everything suits you, click "Finish setup" to continue the setup.
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks with Zoho CRM! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!