Zoho CRM

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Table of Contents

1. Zoho CRM
2. Octanist

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1. Zoho CRM

1. Go to Zoho CRM and log in. Click the Settings icon in the top-left corner.
2. In the left sidebar, search for Connections and click on it.

3. Click Create New Connection.

4. Select Custom Services and click Create New Service.

5. Create a new service with the following details:
   • Name: give it a name that is easy to identify, such as Octanist.
   • Authentication Type: select API Key.
   • Parameter Type: select Header.
   • Parameter Key: enter X-API-KEY.
   Then create the new service.

6. Give the connection a name (e.g., Octanist) and click Create And Connect.

• You can find this in Octanist → Settings → General → API Key.
• Create a new API key and give it a clear and descriptive name.
• Click Connect.

7. Search for Webhooks and click Configure Webhook.

8. Create a new webhook with the following fields:
   • Name: give it a name that is easy to identify, such as Octanist.
   • Method: select POST.
   • URL to Notify: enter https://octanist.com/api/integrations/updating/zoho/
   • Authorization Type: select Connection and choose the connection you created.
   • Module: select Deals.
   • Body:
     • Type: select Raw.
     • Format: select JSON.
     • Content: enter the following JSON:

{
  "amount": "${Deals.Amount}",
  "stage": "${Deals.Stage}",
  "contact_email": "${Contacts.Email}",
  "contact_phone": "${Contacts.Phone}"
}

• Click Save.

9. Search for Workflow Rules and select Rules. On the page, click Create Rule.

10. In the popup, enter the following:
    • Module: select Deals.
    • Rule Name: give it a name that is easy to identify, such as Octanist.

11. For the WHEN step, choose the following options:
    • Execute this workflow rule based on: select Record action.
    • Then select Edit and Specific field(s) get modified.
    • When: Stage is modified to any value.
    • Click Next.

12. Select All Deals and click Done.

13. For the action, select Webhook and choose the webhook created in step 8.

14. Click Save.

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2. Octanist

1. Go to Octanist and navigate to Integrations > Updating > Add New.
2. Choose Zoho CRM and click Add Integration.

3. For each stage, enter the exact stage name as it appears in Zoho CRM.
   • Example - Qualified Stage Name: Proposal
   • Example - Closed Won Stage Name: Closed Won
   Use the exact stage name from your Zoho CRM.

4. Set the values for each lead stage:
   • Example - Qualified Lead (high-potential client): 1000
   • Example - Won Lead (purchased your product or service): 5000

5. Finally, complete the integration by giving it a descriptive name.