Extension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacks to provide real-time data updates between applications on the occurrence of an event. To learn about Webhooks in more detail, please refer here.
In this post, we'll look at an example that depicts a Zoho CRM inbound webhook. This webhook sends data updates to Zoho CRM in real time, based on the occurrence of an event in the integrated third-party application, SurveyMonkey.
Let's assume a scenario where a survey created with SurveyMonkey will be sent to the Zoho CRM contact after successful completion of a deal in order to obtain their feedback. The inbound webhook in our example would be configured to trigger a post action whenever the contact responds to and completes the survey. This response will be updated in real-time to the Zoho CRM account, which could be used to make further data manipulations as per business requirements.
Let's take a look at the major pointers that will be explained in this example to create an inbound webhook and achieve the above mentioned functionality:
➤ Establish a connection between Zoho CRM and SurveyMonkey
➤ Define a REST API function that needs to be subscribed with SurveyMonkey
➤ Create and test your webhook
Establishing Connection between Zoho CRM and SurveyMonkey
- Create a connector to integrate SurveyMonkey with Zoho CRM. SurveyMonkey supports OAuth method for user authentication. Please refer here to find the detailed steps involved in creating a connector.
- Define the webhook API of SurveyMonkey with the specified parameters to create a webhook, along with the other essential API's (Get all survey details, Get survey details by ID).
SurveyMonkey Connector's API details:
API Name | Method | URL |
Get survey by ID | GET | |
Get Surveys | GET | |
Create Webhook | POST |
Refer to the API documentation of SurveyMonkey for header and body parameter specifications of the APIs. After creating the connector and adding the API, publish and associate it with your respective extension.
Note: SurveyMonkey Webhooks can be configured for various events. For our example, we have subscribed the event "response-completed" for Surveys. Whenever a user completes responding to a survey, callback will happen, which in turn will trigger the REST API function.
Defining a Rest API function
SurveyMonkey webhook requires a subscription URL to be constructed as one of the parameters for the Create Webhook API. In order to obtain this URL, we need to define a REST API function that is capable of being triggered from the SurveyMonkey application during callback. The Survey Monkey webhook that will be configured (steps included in the upcoming parts of the post) will deliver the response to the subscribed REST API function. You can access this response through the REST API function input parameter and handle them as per your business process requirements.
1. Log in to Zoho Sigma, then go to the Extension Details page.
2. Choose Functions under Automate from the left panel of the Zoho Developer console under Build, then click New Function.
3. Enter the name of the function. Choose Yes for the Invoke as REST API option to create the function as a REST API function.
4. Click Next, then enter the code in the Deluge editor.
Note: Once the webhook is created successfully, this REST API function will also be successfully subscribed with the third party. When the subscribed event (survey completion) occurs, the third-party will perform the callback and the response will be sent to this function. The response format may vary between third-party applications. Based on the third-party application that you integrate with, extract the required data from the response using the input parameter, crmAPIRequest of the REST API function. The value can be acquired using the different data types as mentioned in this post. After retrieving the required values, data manipulations can be performed according to business logic.
5. Click Save & Close.
After defining the code for the REST API function, click Invoke as REST API button to obtain the URL. The sandbox URL provided with the zapi key value can be used to test the functionality locally in the sandbox environment. The production URL displayed along with the value of zapi key will serve as the subscription URL while creating the Webhook. The zapi key acts as the REST API function's method of authentication.
Creating the webhook
Create a webhook by passing the required values needed for the Webhook API. In our example, we have chosen to create the webhook and subscribe the REST API function during the authorization of the connector.
Note: You have the option to perform actions through custom function while installing an extension, uninstalling an extension, authorizing a connector, or revoking a connector. You can choose the best option that fits your needs.
1. Choose Connectors under Install Actions from the left panel of the Zoho Developer console under Build.
2. Choose On Authorization. Enter the code functionality to be performed during the connector authorization.
Code snippet
// Fetching the value of the ZAPI key to be appended in the subscription url m = {"nameSpace":"xxx.surveymonkey4"}; apikeyresp = zoho.crm.invokeConnector("crm.zapikey",m); zapikey = apikeyresp.get("response"); // Invoking the Get Surveys API call resp = zoho.crm.invokeConnector("surveymonkey4.surveymonkeyconnector.getsurveys",dynamic_map1); response = resp.get("response"); data = response.get("data"); for each dataa in data { // Retrieving the survey ID from response of the Get Surveys API call id = dataa.get("id"); info id; dynamic_map = Map(); // Assigning the ID retrieved to the object_id parameter dynamic_map.put("object_id",id); // Assigning the combined value of url and zapikey obtained to URL parameter dynamic_map.put("url",{REST API URL} + zapikey); // Invoking Create webhook API to subscribe the webhook with SurveyMonkey resp = zoho.crm.invokeConnector("surveymonkey4.surveymonkeyconnector.createwebhook",dynamic_map); } return ""; |
➤ The Zapi keyvalue is obtained and stored in a variable called zapikey.
➤ The Get Surveys API call of the SurveyMonkey connector is invoked, and the survey ID is obtained from its response. The retrieved ID is assigned to the object_id parameter required for the Create Webhook API.
➤ Similarly, the url parameter required for the Create Webhook API call is assigned with the value obtained by appending the url (Production URL) and zapikey variable values fetched earlier.
➤ The Create Webhook API of the connector is invoked using zoho.crm.invokeConnector after constructing the required parameters.
➤ The webhook will be subscribed with SurveyMonkey when the connector is authorized and real-time updates can flow in from SurveyMonkey to Zoho CRM.
You can choose to further enhance the functionality by performing data manipulations on the response received from a third-party application via the REST API function, according to your business needs. For more information on extension, keep following this space.
SEE ASLO
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Developer
Praveen Sankar
Sticky Posts
Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Set Custom Icon for Custom Modules in new Zoho CRM UI
Portals-Adjust Column Sizes
I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateis there any way to change the "chat with us now" to custom message?
is there any way to change the "chat with us now" to custom message? I want to change this textIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageIs Zoho Live Chat compatible with WordPress CMS?
Hello, I have a website called www.jjrlab.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.Using email "importance" as workflow-criteria
I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, whichBring your CRM and Desk app inside SalesIQ with widgets
Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps youPassword Assessment Reports for all users
I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. MonitorSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row
I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It worksZMA shows as already connected to Zoho CRM, but integration not working
When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.Persisting email signals to contact timeline?
Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contactTrouble with using Apostrophe in Name of Customers and Vendors
We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering theHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user hasHow do I migrate OLM file to Gmail?
Migrating emails from Outlook for Mac to Gmail can be challenging because Gmail does not support OLM files directly. This limitation often causes confusion and delays, especially when users need quick access to important emails and mailbox data on a web-basedReally want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!What is Workqueue and how to hide it?
Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?Analytics <-> Invoice Connection DELETED by Zoho
Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with theLong table name (sync from Zoho Creator)
Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending
Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved asAdding custom "lookup" fields in Zoho Customization
How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,Unable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one categoryUpcoming update to Google Drive integration in Zoho Creator
Hello everyone, We're writing to inform you about an upcoming update to how Zoho Creator integrates with Google Drive. In Zoho Creator, during actions like importing files to create an app or attaching files to fields, you can choose files directly fromAPI in E-Invoice/GST portal
Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.Managing Scheduled Replies
Communication is most effective when the intended message reaches the right person at the right time. However, this can be challenging when communication occurs across different time zones. By scheduling replies, businesses can ensure that responses reachShow price book list price
When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list priceAllow Attaching Quartz Recordings to Existing Zoho Support Tickets
Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:Feature Request - Set Default Values for Meetings
Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tagsIssue with open-rate reporting in Zoho Campaigns
Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaignCan I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would beManage user roles and profiles from the Bigin app (iOS and macOS)
Hello everyone! We're happy to announce that you can manage user roles and profiles from the Bigin mobile app. The Users & Controls section has three subsections: Users, Profiles, and Roles. Users Employees who belong to your Bigin organization are calledSupport Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsStop the Workarounds: We Need Native Multi-Step Forms
After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearlyZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aForm to PDF template
I am looking to create a Form and when information is inputted, it will merge it into a PDF template we already have. There could be multiple lines in the form and each line inputs information into a new page of a PDF template.Next Page