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    Zoho CRM Integration


    Before connecting WhatConverts to Zoho CRM, you first need to create an account in Zoho and create a Zapier account, if you don't already have them.

    1Go to Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger. Connect your WhatConverts account.

    On the Customize Lead page, select "Yes" for the leads that you would like to send to Zoho CRM. Select your WhatConverts Profile you are integrating with Zoho CRM from the final drop down menu. Click "Continue".

      Note: Make sure to select "Yes" for one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    On the Find Data page, click "Test & Review" to review the sample leads or click "Test & Continue" to automatically select a lead and continue through to the next step.

    2Click "+" to add an Action Step. Select "Zoho CRM" as the Action App and "Create/Update Module Entry in Zoho CRM" as the Action. On the Choose Account page, select your Zoho CRM account or Link your Zoho account to Zapier. Click "Continue".

    3On the Set up action page, select "Leads" from the Module drop down. Then, select a Layout from the second drop down. Once selected, the page will expand for you to begin customizing the data.

    Match the Zoho CRM Lead Fields to your WhatConverts Sample Lead.

      Company: "Mapped Fields Contact Name", "Caller name" or "Mapped Fields Company Name".

        Note: Company is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      First Name: "Caller Name", "Mapped Fields First Name" or "Mapped Fields Contact Name".
      Last Name: "Caller Name", "Mapped Fields Last Name" or "Mapped Fields Contact Name"

        Note: Last Name is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      Phone: "Caller Number" or "Mapped Fields Phone Number"
      City: "Caller City"
      State: "Caller State"
      Zip: "Caller Zip"
      Country: "Caller Country"

    Google Click ID(GCLID): "GCLID"

    Description: Type in the following then choose the counterpart from the drop down

      Source: "Source"
      Medium: "Medium"
      Campaign: "Campaign"
      Content: "Content"
      Keyword: "Keyword"
      Landing Page: "Landing URL"
      Lead Page: "Lead URL"
      Duration: "Call Duration"
      Call Recording (If enabled): "Play Recording URL"
      Call Transcription (If enabled): "Call Transcription"

    ZohoCRM customize lead

    Click "Continue". On the Send Data page, select "Test & Continue". Turn your Zap "On" and give your Zap a name.

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