getting Started
Overview
This source monitors status changes in Zoho CRM (Leads/Deals) and automatically maps them to standardized tracking events. Utilizing pre-stored CDP IDs as associated tags, it enables the feedback of offline conversion data, accurately attributing it to the user's online behavior.
Configuration parameters
Parameter name | must | describe |
|---|---|---|
Exchange Rate | yes | The exchange rate used when converting the amount pushed back by Zoho to the corresponding currency is the one used, which is to multiply the amount by this exchange rate. |
Currency | yes | Target currency to be converted |
Client ID | yes | Client ID, used to uniquely identify your application |
Client Secret | yes | Client key |
Zoho Accounts URL | no | The region-specific account URL used to refresh the token is detailed below. |
Refresh Token | yes | Refresh Token |
Amount Field | no | User-defined fields for storing monetary information default to annual_revenue. |
I. Zoho Configuration
Create Self Client
Create Zoho Code (for later use)
Fill in Scope: ZohoCRM.modules.ALL,ZohoCRM.settings.ALL
Click to generate a code (valid for 3-10 minutes, as shown in the image below).
Copy the generated code for later use.
Copy Client ID and Client Secret for later use.
II. CDP Configuration
Parameter configuration
Exchange rate: The exchange rate used when converting the amount pushed back by Zoho to the corresponding currency; that is, multiplying the amount by this exchange rate.
Currency: The target currency to be converted to
Amount field: A user-defined field used to store monetary information; the default value is annual_revenue.
Enter the Client ID and Client Secret obtained in step one.
Zoho Accounts URL (Optional): You must use a domain-specific Zoho account URL to generate access and refresh tokens. Below are the various domains and their corresponding account URLs.
Leave the Refresh Token field blank for now (fill it in after the following steps are completed).
Generate Refresh Token
(1) Copy the URL of the source and add &zoho_code={code generated in step one} to the end of the URL.
Note: You need to replace zoho_code with the code you generated yourself.
(2) Access the link in your browser
Note: The generated code can only be used once and has a limited validity period (3-10 minutes). If you encounter the following error, you can go back to step one to generate another code for use.
(3) Finally, the Refresh Token is obtained and entered into the CDP configuration.
III. Testing and Acceptance
Zoho Webhook Configuration
Automated process settings are configured in the Zoho backend for channel channels.
Create a new automation process
Listen for the creation or modification of a Lead, and select to listen for all Leads ( the condition must be that the CDP ID is not empty ).
Configure a webhook to copy the source address from the CDP (the CDP ID must be non-empty).
Configure the fields for Zoho to push to CDP.
Notice:
1) It must contain the following five fields: lead_id, cdp_id, lead_status, annual_revenue, and modified_by;
2) The content in Parameter Name must be lowercase Parameter Value, and multiple words must be connected by underscores;
3) All useful fields that need to be pushed to CDP need to have mappings set; otherwise, the corresponding information cannot be pushed to CDP.
Additional notes:
Fields to be returned to the customer: cdp_id, lead_id, lead_status, annual_revenue, modified by, first name, last name, email, phone, mobile, street, city, state, zip code, country, title
The first five fields are mandatory and are used to optimize ad targeting. The additional fields can be upgraded to enhance lead conversion, thereby improving the accuracy of conversion measurement.
Triggering webhook events
Go to the Leads interface to create or edit a Lead to trigger an automated process that pushes data to the CDP.
Note: For clients using the Leads type for follow-up, the Pre-Qualified stage in Zoho corresponds to the ConvertedLead event in CDP.
Go to CDP to check if the data has been received.
