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IntegrationsZoho CRM

Zoho CRM

Zoho CRM’s workflow rules can fire webhooks on lead / contact / deal state transitions. Perfect for “thanks for the lead” auto-replies or “deal moved to X stage” notifications.

Setup

1. Copy the Splashify webhook URL

https://apis.splashifypro.com/api/v1/webhooks/integrations/<your-user-id>/zoho_crm

2. Create a Zoho CRM workflow rule

crm.zoho.com  → Setup → Workflow Rules → Create Rule.

  1. Module — Leads (or Contacts / Deals)

  2. When to execute — on Record Action → Create (or edit, based on what you want)

  3. Conditions — e.g. Lead Source = Website

  4. Actions → + Webhook:

    FieldValue
    NameSplashify WhatsApp
    URL to NotifyURL from step 1
    MethodPOST
    ModuleLeads
    BodyJSON. Map Zoho field → JSON key:
    {
  "Phone": "${Leads.Phone}",
  "First_Name": "${Leads.First_Name}",
  "Lead_Source": "${Leads.Lead_Source}",
  "Company": "${Leads.Company}"
}

  5. Save the webhook + attach it to the rule.

3. Configure in Splashify

  • API Key / API Secret — optional (for future 2-way sync)
  • Phone Field → Phone (Zoho field names are capitalized)
  • Variables — map {{1}} → First_Name, etc.
  • Enabled → Save.

4. Test

Create a lead that matches your rule — webhook fires within 10 seconds.

Gotchas

  • Zoho field names are case-sensitive. phone won’t match — use Phone as stored.
  • Two-way sync isn’t implemented — inbound webhook only. Contact updates in Splashify don’t flow back to Zoho.
  • Signature verification not yet wired for Zoho CRM.
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