Why Use Integration Blocks  

1. Avoid the hassle of creating webhooks repeatedly for similar actions.
   
2. Integration blocks simplify complex configurations, making them accessible to users without technical expertise.
   
3. These blocks are pre-built and ready to use, minimizing the need for developer support in building conversational flows.
   
4. Use these blocks whenever needed to perform tasks seamlessly within the GC flow. 

What is Zoho CRM

Zoho CRM in  GC

                                                                                                                        

How to Configure Zoho CRM Integration Blocks

Zoho CRM Integration Block

1. Add the block and click the Authenticate Now button.
   
2. You will be redirected to Zoho's Connections page.
   
3. Create a new authentication with Zoho CRM and grant the necessary permissions for using the block.
   
4. Once authentication is successful, GC can access Zoho CRM on your behalf.
   
5. Assign a Block Name for identification.
   
6. Select the Module where you want to create or update records.
   
7. Choose the Layout to be used for creating or updating the record.
   

For Create Lead, module selection is not required since leads are always created in the Leads module. 

                                                                                                                        

                                                                                                                        

Input Variable Mapping  

1. Map flow variables to corresponding CRM fields.
   
1. Map Email filed to the customer's email
   
2. Capture First Name from the conversation and map it.
   
3. Collect Last Name and use it as input.

Certain variables might be mandatory to map as input variables to obtain a response. 

Output Variable Mapping  

1. Store the response from Zoho CRM.
   
1. Map Record ID to confirm if the record was successfully added.                                                                                                                       

Save and Deploy  

1. Save the Configuration
   
2. Deploy the Block within your GC flow.
   
3. Test the Block to ensure it works as expected.
   

Best Practices  

1. Ensure the authenticated Zoho account has the necessary permissions to perform actions.
   
2. Use output variables to detect and notify users of failures.
   
3. Prefix variables with the block name for better organization.
   
4. Test different scenarios, including missing inputs and API limits, input/output, before deploying before deploying to production.