Kaizen #112 - Signals in Zoho CRM
Hello everyone!
Welcome back to another week in the Kaizen series!
This week, we will discuss Signals in Zoho CRM.
What are Signals in Zoho CRM?
One of the most important aspects of any business is staying on top of customers' needs and understanding how they use the product, their pain points, what they look for, etc.
Now, customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support tickets to posting on X and Facebook, customers get in touch with several people from various departments in your organization. So, it is difficult for a relationship manager to stay on top of all these channels.
This is where Signals in Zoho CRM come into play.
Signals allow you to get real-time notifications of various customer touchpoints across multiple channels. What's more? you can get all the information in your Zoho CRM account!
For example, if you have sent out a survey, you can raise a signal in CRM when users respond. If someone created a ticket in Zoho Desk, you can view it in CRM.
Default Signals
Zoho CRM has native integrations with many other Zoho products. A few of these such as Zoho PhoneBridge, Zoho Survey, Zoho Campaigns, Zoho SalesIQ, Zoho Desk, Zoho Webinar, and Zoho Backstage have default signals configured for each of these services.
You can simply enable or disable them from the Manage Signals page under Setup > Channels > Signals.
When you have turned on these signals, when an event occurs in one of these services, you will receive a notification in your CRM account. To know how each notification looks upon receiving, refer to View Signals.
Custom Signals
When you use a third-party application, and want to raise a signal in Zoho CRM when an event occurs in the third-party app, you must create a custom signal.
For steps to create a Signal, refer to Creating a custom signal.
You can disable this signal anytime from the Manage Signals page under Setup > Channels > Signals > Manage Signals.
How can you Raise/Trigger Signals?
There are three ways you can raise a signal:
- Through an API
- Using Zoho Flow
- Through a function
Let us see when to use each of these methods.
1. Raising a signal through an API
You must choose this method when:
- The third-party allows you to make a POST request with the details of the event and supports the OAuth2.0 authentication.
- The third-party allows you to customize the way it sends the data in the callback. Refer to this page for more details.
2. Raising a signal through Zoho Flow
Zoho Flow is an integration platform that allows you to automate workflows and connect various applications, including Zoho CRM. Using Zoho Flow to raise a signal in CRM can be beneficial in certain scenarios, particularly when you want to automate processes, trigger event-specific actions, or integrate CRM data with other applications.
Refer to this page for details.
3. Raising a signal through a function
You should use a function to raise a signal when:
- The third-party application (in which the event occurs) allows you to only register a webhook URL in their service.
- The third-party application does not send the data back to the webhook URL in the format that the Signals API accepts.
We will discuss this method in this post.
Sample use case for raising a signal through a function
Let us consider the example where you create a survey in Typeform and users respond to it. When they do, you want to raise a signal in Zoho CRM. Let's see how this works.
- Create a survey in Typeform. This form has a form ID. You will also get an API key.
- Create a function in Zoho CRM of the type Signals that has the logic for the following:
a. Triggering the API to get the details of the form you sent out through Typeform.
b. Parsing the data you got from Typeform API and constructing the pay load to trigger the signal.
c. Raising the signal using the built-in raisesignal integration task. This eliminates the need for a connection. - Enable REST API for this function to get the webhook URL.
- Register this webhook URL in Typeform. This means that you want Typeform to trigger this function whenever a survey is answered.
- Create a custom signal in Zoho CRM.
- Choose "Function" for the Trigger Function via drop-down.
- Choose the function that has the logic to raise the signal and whose webhook URL is registered with Typeform.
So, whenever a survey is answered, the user in CRM gets a notification of the same. You can choose to view the signal either in the default view or add a widget of your choice. You can configure this while creating a signal.
Here is the function code that uses the raisesignal integration task and raises the signal.
namespace = "typeform_typeform"; sub = "Sample Poll Results"; email = "email_id_here"; signalMap = Map(); signalMap.put("signal_namespace",namespace); signalMap.put("email",email); signalMap.put("subject",sub); mess = crmAPIRequest.get("body"); formId = mess.get("form_response").get("form_id"); token = mess.get("form_response").get("token"); authMap = Map(); authMap.put("Authorization","Bearer tfpxx9PQ"); response = invokeurl [ url :apiUrl type :GET headers:authMap ]; selectedOption = response.get("items").get(0).get("answers").get(0).get("choice").get("label"); signalMap.put("message","Selected Option :: " + selectedOption); result = zoho.crm.invokeConnector("raisesignal",signalMap); info result; |
Logic
- Construct a map that takes the signal's namespace, email ID of the user you want to notify(raise the signal), and the subject of the signal.
- Make an API call to Typeform to get the details of the survey.
- Use the crmAPIRequest object to get the details from the response body of the Typeform survey. This includes the fields "choice", "answers", "label" from the form.
- Provide authorization details. This should be the API key from the third party.
- Construct a map with the survey fields and pass it to the raisesignal integration task. This triggers the signal.
Here is the custom signal that is created for Typeform.
Here is a gif of the signal.
To view function's execution,
- Go to Setup > Developer Space > Functions > "Your Function".
- Click the three-dot icon and select Logs.
- Click one of the executions. You will get the details.
We hope you found this post useful. Let us know your feedback. Get in touch with us at support@zohocrm.com.
Cheers!
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
Shylaja S
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
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
Deluge - Can't get phone number SalesIQ
Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,Zoho Desk - Community
As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.access to quartz for my customers
Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReplyHow to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appearHow do the keyword critera work?
Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteriaError: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHOImproving Collaboration Features in Zoho Portal
Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if weAutomated Shopify Emails Not Being Delivered
I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receiveI can't log in to my account on Thunderbird
I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,Send a campaign to one recipient.
Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check ifTry FSM again for our business
We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.Use Zoho Books to bill for work done in Zoho Desk??
I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the timeGet Cliq Meetings in my O365 calendar
Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365Issue with Zoho Help Portal – Tickets Missing or Not Answered
Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but theDUNS & Bradstreet and Credit risk monitoring integration with Zoho books
Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses canZoho Forms - Form Rules based on attachment fields
Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in RulesAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanCan't open draft email for editing
Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.Open filtered deals from campaign
Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,Change scheduling emails time
When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, GlennZoho CRM: how can I control which contacts to sync with Outlook?
I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is theDifferent MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now?Add a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection andSyncing Zoho Forms with Bigin - Embedding issue?
Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embeddingCan not add fields to a Section
I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. WhatRecord Logged in User while using CRM lookup field
Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submittedForm Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS
I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:Collaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the noteZoho Down
I have a drop in my Zoho One services.Runing RPA Agents on Headless Windows 11 Machines
Has anyone tried this? Anything to be aware of regarding screen resolution?Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions
Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authenticationWhy am I getting event Pop-up Notification for events that have been cancelled?
Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of theWhatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible basedCreate a draft in reply to an email via Emails API
Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.India Tech Support
Is there no phone tech support number for India? And no chat facility either?Billing Management: #1 Billing a Universal Business Routine
Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,Show/ hide specific field based on user
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it justNext Page