Zoho Workflow Rules - Process Acquisition
In order to send conversion and ROI updates from Zoho to Webolytics, workflow rules will need to be created in Zoho which send webhooks back to Webolytics.
Setting up a Process Acquisition Workflow
Go to Setup > Workflow Rules, and click ‘Create Rule’.
On the 1st step of creating the workflow rule, select either ‘Deals’ or ‘Contacts’ or ‘Accounts’ as the module. You can user any of these 3 modules, dependant on the Zoho setup. For the purposes of this resource, ‘Deals’ module will be used. Populate the fields with the following information.
Rule Name: Webosaurus - Process Acquisition
Description: Verify or change the lead status within Webolytics of the correlating conversion in Zoho
On the next step, select ‘On Record Action’ and select “Create or Edit” option and “Repeat this workflow whenever a lead is edited”.
On the next step (Condition 1) set your parameters as appropriate and click “Next”.
On Instant Actions select “Webhook”.
Click on “New Webhook”.
Note: If you already have a web hook created, but are making a new workflow (for example a workflow to only send certain status’ back to Webolytics) then you can use the existing workflow.
On the web hook creation form, populate with the following values:
Name: Webolytics - Process Acquisition
Description: Verify or change the lead status within webolytics of the correlating conversion in zoho
Method: POST
URL to Notify: https://portal.webolytics.com/modules/zoho/processAcquisition.php
Module Parameters:
zohoDealID -> Deals -> Deal Id
zohoAmount -> Deals -> Amount - Important: This field is only required if ROI is being sent back to webolytics. If not required then remove this parameter.
zohoContactEmail -> Contacts -> Email - Important: this field is required for all acquisition web hooks to webolytics
zohoContactID -> Contacts -> Contact Id
zohoAccountID -> Accounts -> Account Id
publishedStatus -> Deals -> Stage
Module Parameters:
VID -> Add_Your_Vendor_ID_Here
zohoAuthID -> Find this value from the vendor's Zoho module page
zohoClientID -> Find this value from the vendor's Zoho module page
zohoClientSecret -> Find this value from the vendor's Zoho module page
Once finished, click ‘Save and Associate’
Click “Save” to turn on your workflow to process an acquisition in Webolytics.
