Export leads from a Webhook to Zoho
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
The purpose of this workflow is to capture leads from Tray's Webhook URL and use these to create and update your leads in Zoho.
This workflow is fired every time an HTTP POST call is made to the webhook URL with the lead data:
To implement this workflow, you will need the following:
You have API credentials for the source system that will call the Tray Workflow Webhook and Zoho
Click the Use Template button 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.
Key workflow stepsCopy
The following diagram gives a simplified breakdown of the key steps in the workflow:
This Object Helpers step transforms the incoming data from Webhook trigger into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
For each lead, we will then have a simple object which can be easily accessed by later Zoho steps using jsonpaths such as
PLEASE NOTE: When you use the Lead Ads Testing Tool many of the expected fields will return empty. When you create your own Leads Ads Form simply include more relevant values and the workflow will function as expected.
The lead’s email address is validated for the appropriate firstname.lastname@example.org format
Create / Update LeadsCopy
A search is made for an existing lead in Zoho using the lead’s email address as the unique identifier.
If a Zoho lead exists, the lead record is updated.
A new lead record is created if a Zoho lead does not exist.
For simplicity this template adds the UTM information into the Zoho 'description' field for each lead (rather than using the Zoho custom fields).
utm_medium and utm_source are all picked up from the standardized object.