How to Add Products to Leads in Zoho CRM using Zoho Flow Automation
I am currently working on automating the integration between WooCommerce and Zoho CRM using Zoho Flow. My objective is to streamline the workflow such that when a new order is placed in WooCommerce, a corresponding lead is automatically created in Zoho CRM. Furthermore, I would like to automate the products associated with the WooCommerce order are added directly to the Products submodule of the newly created lead. There is no direct action available in Zoho CRM app in Zoho Flowto add products in the lead module.
- What are the steps required to cnfigure this automation within Zoho Flow?
- Are there specific configurations or field mapping that I should be aware of to faciliate this process?
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