Configure Zoho CRM integration in workflows
- Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow.
- Click the Add New Action block. The Add New Action window will slide in from the right.
- Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.
- Select Integrations action type.
- Choose Zoho CRM from the Service list.
- Select the Zoho CRM action you want to perform.The following actions are supported:
- Create Account
- Create Campaign
- Create Case
- Create Contact
- Create Deal
- Create Invoice
- Create Lead
- Create Product
- Create Purchase Order
- Create Quote
- Create Sales Order
- Create Solution
- Create Vendor
- Based on the action you have selected, you can create a connection or select from existing connections:
- Add a new connection: Use Add Connection if none exist, or the + icon to add another. The selected action will be assigned automatically and cannot be changed.
- Select a connection: Choose an existing Zoho CRM connection from the drop-down list based on the selected action. Select Authorize to authorize any unauthorized connection before continuing.
Note: You can also connect to the Zoho CRM Sandbox while authorizing a connection. - Based on the selected action and connection, Zoho Creator lists the mandatory and other fields.
- Mandatory fields - These are the required fields in the chosen Zoho CRM action that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field. Note: The mandatory fields vary based on the selected service and module.
- Other fields - You can map fields in the chosen Zoho CRM action to the fields in your Zoho Creator form. This is optional. Click the + icon to map more fields.
- The action will be added when Save is selected.
- Click Done on the top-right corner of the screen.
Connecting to Zoho CRM Sandbox
Sandbox is a testing replica of the live Zoho CRM account. By connecting with Sandbox, you can test, validate, and iterate various business cases without affecting your CRM production data.
To connect to the sandbox, you need to choose the required sandbox while authorizing the connection as explained below.
While creating a new connection, click Link New Account.
You'll be redirected to org selection page where you can choose the required CRM organization, including its associated sandbox environments.
Environment-specific Zoho CRM Connections
Since Creator allows a connection to connect to different environments (by using different authorizations), this provides the flexibility to connect Sandbox to any required environment.
This means you can
Connect your Zoho CRM Sandbox to Creator's Development and Stage environment
Connect CRM's Production Org to Creator's Production environment
This setup enables you to build and test your application using the CRM's sandbox data, while ensuring that only the production environments use CRM's live data.
To enable this:
While creating the connection, tick the Use different authorization for each environment checkbox in the Add Connection window.
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