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 #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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
Unveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.Not able to link email text.
Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.Migrate data from old to new account
Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?Zoho Analytics Regex Support
When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadPricing Strategies: #1 Nuances in Pricing
When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it[Free Webinar] Learning Table Series – Education Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,Move attachments from one module to another with Deluge
I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.Help in function code
Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record toAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate yourhow to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crmZoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.Zoho Projects - Add Feed to Project Tabs
Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you canFlow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for thisShow unsubscribed contacts ?
Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)Zoho Developer Community Hackathon 2025 is LIVE!
Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, thisConverted Leads Not Showing in Lead Reports
Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,Text widgets in dashboards
Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.[Webinar] Zoho Writer for content creators and publishing houses
Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:Adding Reports to Portals
Is there a way to add Reports to portals so only the user can see report templates relevant to them?How to assign one Manual to multiple Spaces?
Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?How can I assign courses to Spaces?
How can I make courses show up here in this space?:When will Zoho Learn be able to support SCORM files on the mobile app?
When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I willAnnouncing new features in Trident for Windows (v.1.35.6.0)
Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You canMarketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your topGoogle Analytics import data inaccurate (as of October 11, 2025)
We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward isE-Invoicing in Belgium with Zoho Billing
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing worksZoho Recruit Slow and Freezing on all screens
We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing. We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available. Also restarted all computers daily. Still having the issues. Almost unable to work.Prevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platformsZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalInsert Image into Notebook page
Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします） 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / InventoryIs there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?
Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This wouldImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Edit Pinned Comments in Zoho Desk
It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.Updating Secondary Contact (CCs)
We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalfblank page after login
blank page after logging into my email account Thanks youWriterTh
After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer
I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks veryNext Page