Zoho CRM

Create or update a Lead or a Contact in Zoho CRM for every lead, matched on the e-mail address, with the campaign as its source.

What you need

• A Zoho CRM account and access to the Zoho API Console.
• A Tafsee Popup plan that includes CRM tools. See the pricing page.
• In Tafsee Popup: a role that can manage integrations.

1. In Zoho CRM

1. Open the Zoho API Console of your data centre (api-console.zoho.com, .eu, .sa and so on) and create a Self Client.
2. Copy its Client ID and Client secret.
3. Generate a code with the scope ZohoCRM.modules.leads.ALL,ZohoCRM.modules.contacts.ALL and exchange it for a refresh token.

2. In Tafsee Popup

1. Open Integrations and find Zoho CRM. Use the search box or the category tabs.
2. Click Connect. If the button reads Upgrade to connect, your plan does not include this tool.
3. Fill in the form:

• Data centre: where your Zoho account lives, that is the domain you sign in at.
• Client ID and Client secret: from the Self Client.
• Refresh token: the token you exchanged the code for.
• Module: Leads or Contacts.
• Account name: optional. A name to tell your accounts apart.

4. Click Connect. What you enter is stored encrypted and is used only to deliver your leads.
5. A window asks which campaigns send leads to Zoho CRM. Tick them and click Save campaigns.

New campaigns are not added by themselves. Come back here, or add this integration in the campaign's Publish step.

What is sent

• A record in the module you chose, created or updated by its e-mail address, with the campaign as its lead source.
• Each row you add under What to send, sent to the Zoho field you name by its API name, such as First_Name, Last_Name, Phone, Mobile, Company, City, Country or Description.

Choose what to send

This tool uses the table What to send of each campaign. Open the campaign's Publish step, find the row Leads go to your email tool and click Manage, then Edit on the tool.

• The first row, E-mail address, is always sent and cannot be changed.
• Click Add a row to send a form answer or a detail about the sign-up: Campaign name, Website, Page address, Country, Device, Code given or Consent time.
• Click Add a fixed value to send the same text with every lead.
• Before saving, the app tells you if two rows go to the same field or a row has nothing to send.

Test it

1. Open a campaign that is connected to this tool, go to its Publish step and click Send test lead.
2. The window shows each tool and whether it took the lead. A test lead is clearly marked, never counts in your numbers and is flagged in the leads list.
3. Look in Zoho CRM for the test contact.

What you should see

The card shows Connected and the number of campaigns. New leads carry Delivered in the leads list, and appear in Zoho CRM.

If it does not work

• The connection fails at once: the data centre does not match the account. Choose the domain you sign in at.
• The tool did not let us in: the refresh token was revoked, or the code was generated without both scopes. Generate a new one.
• The tool refused this lead: a required field of the module is empty (Zoho's Leads need a last name or a company, depending on your layout). Add a row for it.
• The card says Upgrade to connect: your plan does not include CRM tools.
• No campaign sends leads here yet, so nothing will arrive. Click Choose campaigns.
• A lead is marked Failed: open it to read what the tool answered, fix the cause, then click Send again. See Lead delivery and Send again.

Related

• Connecting a tool: how it works
• Lead delivery and Send again
• Leads are not arriving in a tool