Artisan SVG > CSV Editor (csv) (file-table)
Artisan IMG > Zoho (zoho) (6aa17568-6186-4671-b06c-095397728b48)

Export leads from a CSV file to Zoho

Workflow
Revops
Intermediate

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview
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The purpose of this workflow is to capture leads from a CSV file and use these to create and update leads in Zoho.

This workflow is fired every time a CSV file is uploaded onto a Tray Form:

Prerequisites
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To implement this workflow, you will need the following:

  • API credentials for Zoho

  • A CSV file with the correct column setup. You can use this

  • to set up your CSV file.

Getting Live
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Click 'Use Template' to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Zoho.

End Result
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Key workflow steps
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The following diagram gives a simplified breakdown of the key steps in the workflow:


Standardization
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This Object Helpers step transforms the CSV column headers into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source

etc.

For each lead we will then have a simple object which can be easily accessed by later Zoho steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:


Email validation
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The lead’s email address is validated for the appropriate user@domain.com format:


Create / Update Leads
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A search is made for an existing lead in Zoho using the lead’s email address as the unique identifier.

If a Zoho lead does exist, the lead record is updated.

If a Zoho lead does not exist, a new lead record is created.


Updating UTMs
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For simplicity this template adds the UTM information into the Zoho 'description' field for each lead (rather than using Zoho custom fields).

utm_medium and utm_source are picked up from the standardized object: