Zoho CRM Lead Ownership Assignment and Workflow Trigger Issue via Pabbly Connect Integration

[DM@]

Your Workflow URL

https://connect.pabbly.com/v2/app/workflow/share/C0NVZwVSUzBeFFU_Ug1WcQEVCg4HXVFpUEkEFlZZAHhRHwF6VhdYMl0RU3EFTgZnUhsAalQLAmYKHgAEUgRTIFROVEZSUQF7BksDMFYfATILVVV9BWQ#

Consent to Access & Modify

I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.

Dear Pabbly Support Team,

I am facing an issue with the Zoho CRM integration via Pabbly Connect, where the Lead Owner field is automatically assigned to my name (the account connected to Pabbly Connect) when creating leads from Wix form submissions.

I have workflow rules set up in Zoho CRM to assign ownership based on specific conditions (such as lead source and region), but the owner is always defaulted to my name, even though it should be assigned according to Zoho CRM’s workflow rules.

Problem Details:​

• Pabbly Connect is creating leads in Zoho CRM without specifying the Lead Owner field, causing the leads to be assigned to the user account connected to Pabbly (my account).
• Zoho CRM’s Workflow Rules are set up to assign ownership based on lead-specific criteria. However, these rules are not triggered because of the default ownership assignment.
• Zoho CRM Support has confirmed that the issue is not on their end. They mentioned a formatting issue with how Pabbly Connect is passing the trigger parameters, which is causing the workflow trigger to break.

Zoho Support's Response:​

The Zoho support team identified a problem with the way the trigger parameters are passed. Currently, the request body is being sent with an extra set of square brackets, which is causing the workflow to break. They confirmed that the issue originates from how Pabbly is handling the trigger request.

The current format being passed is:

"trigger": [
[
"Approval",
"Workflow",
"Blueprint"
]
]

It should be passed as:

"trigger": [
"approval",
"workflow",
"blueprint"
]
This formatting issue is preventing the workflows from triggering as expected and breaking the lead ownership assignment process.

Request to Pabbly:​

• Can you please ensure that the trigger request body format is updated to follow Zoho’s documentation? This will allow the workflow rules to trigger correctly, and the ownership assignment will work as intended.
• Additionally, since Pabbly Connect does not allow setting the Owner field directly, we need to ensure that Zoho CRM's workflow rules can handle the lead ownership assignment without any conflicts.

Why This Is Urgent:​

The sales team has been struggling with this issue for the past 4 days. It is crucial to resolve this promptly to ensure that Zoho CRM is correctly assigning ownership based on the workflow rules and not defaulting to the connected account.

Please review the details mentioned above and escalate this issue with your technical team to make the necessary adjustments. I am confident that with this fix, the workflow will function properly and the ownership assignment will be handled as expected.

Thank you for your prompt attention to this matter. Please let me know if you need any additional information or clarification.

Best regards,
Faizan Pathan
[email protected]

 

[Soumya Tripathi]

Hello @DM@
Could you please share the payload of the data being sent from our end, along with the response or Data Out?

We couldn’t find any Task History created in your Pabbly Connect account for the workflow MENA_DI_Webinar Registration_Galabox, so we request you to provide the above details.

This will help us identify the issue more accurately and offer a suitable solution.