Update ZohoCRM With All Contacts' Profile Data When the Contact is Updated or Enriched in Act-On

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 receives the webhook trigger from Act-On & triggers the update in the CRM based on the webhook data.

1. Navigate to ZohoFlow:

2. Choose Create Flow:

3. Click the trigger type Webhooks:

4. Add a description and click Create:

5. Leave the payload format as the default JSON:

6. Copy the URL and store it securely. This is required to set up the webhook in Act-On.
7. Click Next, leave ZohoFlow open, and then move on to the next section.

Act-On

Create Webhook 

1. Sign in to Act-On and go to Settings > Connectors.
2. Click Outgoing Webhooks.
3. Click + Add Endpoint and in the Custom URL tab:
   • Endpoint URL: Enter the URL from Zoho that you copied in step 6 in the previous section.
   • Description: Optional, but recommended that you add a description relevant to the use case.
   • Subscribe to events: Select contact.updated:

4. Click Create.
5. Leave the Act-On application open and move to ZohoFlow for testing.

Zoho

Test Webhook with ZohoFlow

1. Return to ZohoFlow and pick up from the flow step where testing can be enabled.
2. Click Test:

3. Return to Act-On & select the Testing tab from the webhook created previously.
4. Click Send Example:

5. If the test is successful, you'll receive confirmation from both Act-On and ZohoFlow:

Complete ZohoFlow

1. Return to the ZohoFlow and find ZohoCRM from the APPS tab on the left navigation bar:

2. Add a Fetch contact step:

3. Map the email from the webhook payload to the CRM “Email” field and click Done:

4. Add a Decision step:

5. Name the decision step & configure as shown below:

6. Add a new action that is required to update the contact from Act-On’s webhook:

7. Click to expand and drag Create or update contact to follow. Edit the Create or update contact step:

8. Expand Fetch contact from the Variable options. Map email to the Email field.

9. 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.

10. 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.
11. Enable the flow.