Send Quote Value and/or Sales Value from Zoho CRM to WhatConverts

Create Zapier workflows that send deal values from Zoho CRM back to WhatConverts, enabling complete revenue attribution.

Before You Begin

Make sure you have:

• Already created the workflow to send leads from WhatConverts to Zoho CRM
• A Zoho CRM account
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key

Workflow Overview

Sending deal values from Zoho CRM to WhatConverts requires identifying the correct lead to update:

1. A deal is created or updated in Zoho CRM.
2. Identify the corresponding WhatConverts lead using contact information or stored Lead ID.
3. Update the lead in WhatConverts with the deal value.

This workflow structure ensures the deal value is attributed to the correct marketing source in WhatConverts.

Create Your Deal to Lead Value Workflow

To build your Zapier workflow for sending deal values from Zoho CRM to WhatConverts:

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "Zoho CRM".
4. Choose your trigger event based on when you want to update values:
   • "New Deal" - For quote values when deals are first created
   • "Updated Deal" - For tracking value changes throughout the sales cycle
   • "Updated Module Entry" - For specific field updates (like Stage or Amount)
5. Click "Continue".
6. If not already connected, sign in to Zoho CRM and authorize the connection.
7. Select the "Deals" module and your layout.
8. Configure any filters (e.g., specific deal stages).
9. Test the trigger to verify the connection and review sample deal data.

Step 2: Find Lead in WhatConverts

Now you have two options for finding the lead in WhatConverts:

Option A: Find Lead Using Stored Lead ID (If Available)

If you stored the WhatConverts Lead ID when creating the original lead:

1. Click the Action step and search for "WhatConverts".
2. Choose "Update Lead" as the action. Click "Continue".
3. Map the following fields:
   • Lead ID: Map the "WhatConverts Lead ID" custom field from Step 1 (the deal)
   • Quote Value: Map the "Amount" from Step 1 for open deals
   • Or Sales Value: Map the "Amount" from Step 1 for closed/won deals
4. Add a filter before this step if you want to only update sales value for won deals:
   • Filter: Only continue if "Stage" (from Step 1) equals "Closed Won"
5. Test this step to verify the lead is updated correctly.

Option B: Find Lead by Contact Information (Recommended if No Lead ID)

If the Lead ID isn't stored, search for the lead first:

1. Click the Action step and search for "WhatConverts".
2. Choose "Find Lead" as the action. Click "Continue".
3. You'll need to get the contact information from the deal. First, add a "Find Record in Zoho CRM" step:
   • Search for "Zoho CRM"
   • Choose "Find Record"
   • Select the "Contacts" module
   • Map "Contact Name" from the deal (Step 1)
   • Test to retrieve contact details
4. Then add the "Find Lead" step in WhatConverts:
   • Search using either:
     • Phone Number: Map the "Phone" from the Zoho CRM contact
     • Email: Map the "Email" from the Zoho CRM contact
5. Test this step to verify it finds the correct lead.
6. Add another "Update Lead" action step:
   • Lead ID: Map the "Lead ID" from the Find Lead step
   • Quote Value: Map the "Amount" from Step 1
   • Or Sales Value: Map the "Amount" from Step 1 for won deals

Create a Separate Workflow for Sales Values (Optional)

If you want to track both quote values and sales values separately, create a second workflow specifically for closed/won deals:

1. Follow the same steps as above.
2. Use "Updated Module Entry" as the trigger and filter for "Stage" changes to "Closed Won".
3. In the Update Lead step, map the deal amount to "Sales Value" instead of "Quote Value".

This approach allows you to:

• Update quote values when deals are created or updated
• Update sales values only when deals are marked as won
• Maintain separate tracking for estimated vs. actual revenue

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the lead identification method works reliably.
3. Click "Publish" to activate the Zap.
4. Monitor the first few deals to ensure values are updating correctly in WhatConverts.

Important Considerations

• Contact Information Changes: If the contact's phone or email changes between when the lead was created and when the deal is updated, the "Find Lead" option may not locate the correct record. Using the stored Lead ID is more reliable.
• Lead ID Storage: This workflow works best when the WhatConverts Lead ID was stored during the initial lead creation. If the Lead ID is missing, the workflow relies on contact information matching.
• Contact Association: The deal must be associated with a contact in Zoho CRM for the contact-based search method to work.
• Multiple Workflows: You may want separate workflows for different deal stages (e.g., one for quote values on any deal update, another for sales values on won deals only).

Related Topics

• What is the Zoho CRM Integration?
• Connect WhatConverts to Zoho CRM
• Understand the Zoho CRM Integration
• Send Leads from WhatConverts to Zoho CRM
• Validate and Troubleshoot Your Zoho CRM Integration