Provide sales teams with the most accurate and up-to-date information about leads and prospects. This ensures that sales efforts are targeted and relevant, increasing the likelihood of successful conversions. Secondly, having a comprehensive view of a lead's recent interactions and updated details enables sales representatives to tailor their approach, making conversations more meaningful and personalized.
Zoho
ZohoFlow
This is where you build a flow that recieves the webhook trigger from Act-On & trigger the update in the CRM based on the webhook data.
- Navigate to ZohoFlow:
- Choose Create Flow:
- Click the trigger type Webhooks:
- Add a description and click Create:
- Leave the payload format as the default JSON:
- Copy the URL and store it securely. This is required to set up the webhook in Act-On.
- Click Next , leave ZohoFlow open, and then move on to the next section.
Act-On
Create Webhook
- Login to Act-On and go to Settings > Connectors.
- Click Outgoing Webhooks.
- Click + Add Endpoint and in the Custom URL tab:
- Endpoint URL: Enter the URL from Zoho in srep 6 in the previous section.
- Description: Optional but recommended you add a description relevant to the use case.
-
Subscribe to events: Select contact.updated:
- Click Create.
- Leave the Act-On application open and move to ZohoFlow for testing.
Test Webhook with ZohoFlow
- Return to ZohoFlow and pickup from the flow step where testing can be enabled.
- Click Test:
- Return to Act-On & select the Testing tab from the webhook created previously.
- Click Send Example:
- If the test is successful you'll recieve confirmation from both Act-On and ZohoFlow:
Complete ZohoFlow
- Return to the ZohoFlow and find ZohoCRM from the APPS tab on the left navigation bar:
- Add a Fetch contact step:
- Map the email from the webhook payload to the CRM “Email” field and click Done.
- Add a Decision step:
- Name the decision step & configure as shown below:
- Add a new action, required to update the contact from Act-On’s webhook:
- Click to expand and drag Create or update contact to follow. Edit the Create or update contact step.
- Expand Fetch contact from the Variable options. Map email to the Email field.
- Map each variable from the webhook payload to the appropriate fields and click Done.
- Note: The webhook payload will only include the variables/attributes sent with the test example. Add more mappings based on the variable names found in Act-On’s data management.
- Test the flow by sending a test payload from Act-On. To do this step, temporarily replace the URL in Act-On. You can skip this step if desired.
- ZohoFlow displays the payload received from Act-On’s webhook. Click Test.
- Review the Output of the Create or update contact step and confirm the variables are populated correctly.
- Enable the flow.