How to connect WiserNotify with Zoho CRM?

This guide will walk you through:

• Capturing Lead & Sales Activities: Connect Zoho CRM with WiserNotify using a webhook to fetch real-time lead, contact, and deal updates.

Add Webhook Integration to Connect Zoho CRM to pull the events sales & lead data#

Step 1: Get the Webhook URL from WiserNotify#

• Go to WiserNotify > Zoho CRM Integration.
• Click on the Integrate button inside the Integration box.
• Enter the Name of your connection

• Click on the Create button.
• Click on the copy button.

Step 2: Configure Webhook in Zoho CRM#

• In the Zoho CRM dashboard click on the setting icon.

• Inside automation click on Actions.

• Click on the Webhooks tab.

• Click on the Configure Webhook button.

1. Enter the webhook name.

2. Paste the copied URL.

3. Select the POST method.

4. Select the Lead Module.

5. Click on the Append Entity Parameters inside URL Parameters.

6. Enter the Parameter name as data.

7. Paste this JSON object.

{

“fn”: “${Leads.First Name}”,

“ln”: “${Leads.Last Name}”,

“ct”: “${Leads.City}”,

“cn”: “${Leads.Country}”,

“e”: “${Leads.Email}”

}

8. Click on the Save button.

1. After saving the webhook, Click Workflow Rules inside automation.

2. Click on the Create rule button.

1. Select the lead module.

2. Enter the rule name.

3. Click on the Next button.

1. Select On a record action.

2. Select Create a radio button.

3. Click on the Next button.

4. Select All Leads.

5. Click on the Next button.

6. Click the Webhooks option.

Please test by adding new data & visit the WiserNotify – Dashboard Data page. Here, You can see all the captured/ received data with its source name.