Zoho CRM

Connect Zoho CRM to Octanist to update leads based on Zoho CRM events.

The Zoho CRM integration allows you to update leads based on Zoho CRM deal events.

The Zoho CRM integration is quite difficult to set up. If you are having trouble or would like us to help you set it up, please contact us via [e-mail].

Table of Contents

1. Zoho CRM
2. Octanist

1. Zoho CRM

1. Go to Zoho CRM and log in. Click the Settings icon in the top-left corner.

2. In the left sidebar, search for connections and click on it.

3. Click on Create new connection.

4. Select Custom Services and click on Create New Service.

5. Here we are creating a new service. We give it the following details:

• Name: give it a name that is easy to identify, such as Octanist.
• Authentication Type: select API Key.
• Parameter Type: select Header.
• Parameter Key: enter X-API-KEY.

Then create the new service.

6. Then give the connection a name. Here we give it the name Octanist. and click on Create And Connect.

6.1. You will be prompted to enter your API key.

• You can find this in Octanist → Settings → General → API Key.

• Create a new API key and give it a clear and descriptive name.

  

• Click Connect.

7. Search for webhooks and click Configure Webhook.

8. Now we will create a new webhook. Here are the fields we need to fill in:

• Name: give it a name that is easy to identify, such as Octanist.

• Method: select POST.

• URL to Notify: enter: https://octanist.com/api/integrations/updating/zoho/

• Authorization Type: select Connection and choose the connection you created.

• Module: select Deals.

• Body:

  • Type: select Raw.
  • Format: select JSON.
  • Content: enter the following JSON:

{
  "amount": "${Deals.Amount}",
  "stage": "${Deals.Stage}",
  "contact_email": "${Contacts.Email}",
  "contact_phone": "${Contacts.Phone}"
}

• Save

This is super important to get right. If any of these fields are incorrect, the webhook will not work and leads will not be correctly updated in Octanist.

9. Search for workflow rules and select Rules. On the page click on Create Rule.

10. You will see this popup. Give the following information:

• Module: select Deals.
• Rule Name: give it a name that is easy to identify, such as Octanist.

11. When creating a rule. For the WHEN step choose the following options:

• Execute this workflow rule based on: select Record action.
• Then select Edit and Specific field(s) get modified.
• When: Stage is modified to any value.
• Click Next.

12. Select All Deals and click Done.

13. For the action select Webhook and select the webhook we created earlier.

14. Click Save.

Now the Zoho CRM integration is set up from Zoho CRM side. Next we need to set it up in Octanist.

2. Octanist

1. Go to Octanist and navigate to [Integrations > Updating > Add New].
2. Choose Zoho CRM and click Add Integration.

3. Add a Name: give it a name that is easy to identify, such as Octanist - Zoho CRM Integration.

4. For each of the stages select the name of the stage as it is in Zoho CRM.

5. Enter fallback values when the amount field is not present.

6. Then click Create Zoho CRM Integration.

Important

You’re all set! Please test by moving a deal within Zoho CRM.

If you have any questions about this setup, contact us via [e-mail].