Trigger zoho crm workflows

[Pabbly]

Hi, how do I trigger from a Zoho CRM event - I dont seem to be able to see it on the trigger list .. only action..

As of now, we don't have trigger events for Zoho CRM.

If you want to request for updating any existing integrations with triggers or action, please send us the request here and upvote it - https://pabbly.hellonext.co/b/Update-Existing-Application

 

[Pabbly]

and here is a video with a lead created by pabbly.

And here is the history id of the pabbly workflow so you guys can check that the "Trigger workflow" option was turned on.

IjE3ODY0MzYxIg_3D_3D

@Ivan Ayala

Please try now. We have made some changes as suggested by the Zoho CRM team.

Let us know how it goes.

 

[Ivan Ayala]

Thanks, I'll let run for today to see what happens.

 

[jigarcshah]

As of now, we don't have trigger events for Zoho CRM.

If you want to request for updating any existing integrations with triggers or action, please send us the request here and upvote it - https://pabbly.hellonext.co/b/Update-Existing-Application

Why do you not have a two way integration? Can I trigger from ZohoCRM via webhooks or some other means in the meanwhile? When will this feature be added?

 

[Supreme]

Hey @jigarcshah

Currently, we don't have a trigger of ZOHO CRM, but if they support integration with webhooks, you can integrate with them using "Webhook by Pabbly" as shown below -

ZOHO CRM's documentation on webhook -https://help.zoho.com/portal/en/kb/...ns/articles/webhooks-workflow#Set_Up_Webhooks

 

[jigarcshah]

Hey @jigarcshah

Currently, we don't have a trigger of ZOHO CRM, but if they support integration with webhooks, you can integrate with them using "Webhook by Pabbly" as shown below -

View attachment 791
ZOHO CRM's documentation on webhook -https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Set_Up_Web

is there a video on how to set thi sup? i dont understand

 

[jigarcshah]

Also on the Flowlu Side - you only have options to create a record? but not to be able to change the value if the value changes in ZOHO?

 

[Supreme]

Hey @jigarcshah

is there a video on how to set thi sup? i dont understand

Yes, you can use Webhook as a trigger for ZOHO by following steps -

1) Pick Webhook by Pabbly as a trigger.

2) Then copy the Webhook URL and paste it inside the ZOHO CRM.

To create a webhook in ZOHO - https://www.zoho.com/developer/help/extensions/automation/webhooks.html#Set_Up_Webhooks

1. Log in to the Zoho Developer Console and click Extensions for Zoho CRM.
2. Select the extension you'd like to modify and click Edit.
3. Click Automate in the left pane of the Extension Details page and click Workflow.
4. Click the Webhooks tab at the top of the page and click Configure Webhook.
5. In the Configure Webhook page, specify all necessary parameters.
6. Click Save.

3) After setting up the Webhook, click on capture Webhook Response and then send the data from ZOHO CRM.

- Later you can see in the API Response you have captured the data from ZOHO CRM, which you can map further.

Also on the Flowlu Side - you only have options to create a record? but not to be able to change the value if the value changes in ZOHO?

Can you please confirm the option " Create a Record " means Create Contact?

Also, our team is checking the possibility to update the contact in ZOHO as you want to change the values.

 

[Ivan Ayala]

Hi, did you guys managed to solve something with zoho? In the end the issue was not resolved by may 16th so I stopped using plabby for the moment.

 

[jigarcshah]

Hi, update please?
Also on the Flowlu Side - you only have options to create a record? but not to be able to change the value if the value changes in ZOHO?

 

[Supreme]

Hey @Ivan Ayala

@Ivan Ayala

Please try now. We have made some changes as suggested by the Zoho CRM team.

Let us know how it goes.

Please confirm that you have tried the above workaround which we have mentioned before.

 

[Supreme]

Hey @jigarcshah

Could you please create a separate thread regarding your concern, so that we can assist you accordingly?

Here's the link to create a thread - https://forum.pabbly.com/forums/private-discussions.27/