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Zoho CRM

The fist step will be to create an account in Zoho if you don’t already have one.  To create a new Zap, begin by adding a Webhook from Zapier into WhatConverts. You can find information on how to do this in the support article: Creating a trigger in Zapier.

Once you have created a trigger between WhatConverts and Zapier, you will see the screen below, indicating that WhatConverts and Zapier are connected through a trigger.  To connect Zapier and Zoho through an action step, select “Continue“.  This will bring you to a separate screen titled Almost finished here!  >  Click  “Your Zap currently lacks an action step. Add one now!”.
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From here, you will be directed to a page titled Choose an Action App.  In the search box type in “Zoho“, and make sure to select the premium option.

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This selection will direct you to a page titled, Select Zoho CRM Action.  On the menu selection below, select the option to “Create Lead“.  Scroll to the bottom of the page and select “Save + Continue“.

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From here, you will navigate to a screen where you can link your Zoho account to Zapier.  If you have already connected your accounts, your Zoho account will be displayed. If you haven’t linked your Zoho account yet, click the “Connect A New Account” button.

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This will generate a pop-up titled, Allow Zapier to access your Zoho CRM Account.  Make sure the Domain is set to zoho.com.  Then select “This Page” to generate an authentication token.  A new window will load with the authentication token. Select and copy it.  Navigate back to the Allow Zapier to access your Zoho CRM Account page, paste the authentication token in to the empty field, and click “Yes, Continue“.

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Now you will see your account listed. Click “Test” to test the connection.  You should receive a green Success! prompt.  Click “Save + Continue”.

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You are now on the Set Up Template page, where you can add field values from each incoming lead.  WhatConverts recommends adding the following Fields:

Company – “Caller Name”, “Caller Number”:

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Last Name – “Caller Name”, “Lead ID”:

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Phone – “Caller Number”:

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Custom Value for Lead Source – “Source”, “Medium”, “Keyword”:

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Additionally, add values for:  City, State,  Zip Code, County.

Add values for Description – “Landing URL”, “Lead URL”.

Click “Continue“.

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You will be directed to a page titled Test Zoho CRM. Review the information, and if satisfied, click “Create & Continue” on the bottom of the page.  You will then get a test successful prompt. Click the orange “Finish” button.

Now turn on your Zap, then navigate to Zoho to see your lead data under the Leads tab.

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Now your WhatConverts account is linked to your Zoho CRM.