In order to send status updates and conversion updates from the leads to Webolytics, workflow rules will need to be created in Zoho which send webhooks back to Webolytics.
Go to Setup > Workflow Rules, and click ‘Create Rule’.
On the 1st step of creating the workflow rule, select ‘Lead’ as the module and populate the fields with the following information.
Rule Name: Webosaurus - Verify Lead
Description: Verify or change the lead status within Webolytics of the correlating lead 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 - Verify Lead
Description: Verify or change the lead status within webolytics of the correlating lead in zoho
URL to Notify: https://portal.webolytics.com/modules/zoho/verifyLead.php
Module Parameters: zohoID -> Leads -> Lead ID publishedStatus -> Leads -> Lead ID
Module Parameters: VID -> Add_Your_Vendor_ID_Here
Once finished, click ‘Save and Associate’
Click “Save” to turn on your workflow to verify a lead in Webolytics.
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