Trust your sales to the CRM trusted by the world.
Step 1
- Go to WiserNotify > Integration.
- Click on the Connect button in the Zoho CRM box.
![](https://support.wisernotify.com/content/images/2021/06/1-215.png)
Step 2
- Copy the URL and click on the Zoho CRM logo.
![](https://support.wisernotify.com/content/images/2021/06/2-166.png)
Step 3
- In the Zoho CRM dashboard click on the setting icon.
![](https://support.wisernotify.com/content/images/2021/06/3-149.png)
Step 4
- Inside automation click on Actions.
![](https://support.wisernotify.com/content/images/2021/06/4-123.png)
Step 5
- Click on the Webhooks tab.
![](https://support.wisernotify.com/content/images/2021/06/5-100.png)
Step 6
- Click on the Configure Webhook button.
![](https://support.wisernotify.com/content/images/2021/06/6-78.png)
Step 7
1. Enter the webhook name.
2. Paste copied URL.
3. Select the POST method.
4. Select the Lead Module.
5. Click on the Append Entity Parameters inside URL Parameters.
![](https://support.wisernotify.com/content/images/2021/06/7-53.png)
6. Enter Parameter name as data.
7. Paste this JSON object.
{
"fn": "${Leads.First Name}",
"ln": "${Leads.Last Name}",
"ct": "${Leads.City}",
"cn": "${Leads.Country}",
"e": "${Leads.Email}"
}
8. Click on the Save button.
![](https://support.wisernotify.com/content/images/2021/06/8-43.png)
Step 8
1. After saving the webhook, Click Workflow Rules inside automation.
2. Click on the Create rule button.
![](https://support.wisernotify.com/content/images/2021/06/9-34.png)
Step 9
1. Select the lead module.
2. Enter the rule name.
3. Click on the Next button.
![](https://support.wisernotify.com/content/images/2021/06/10-22.png)
Step 10
1. Select On a record action.
2. Select Create a radio button.
3. Click on the Next button.
![](https://support.wisernotify.com/content/images/2021/06/11-16.png)
4. Select All Leads.
5. Click on the Next button.
![](https://support.wisernotify.com/content/images/2021/06/12-9.png)
6. Click Webhooks option.
![](https://support.wisernotify.com/content/images/2021/06/13-7.png)
7. Click on the radio button on your webhook.
8. Click on the associate button.
![](https://support.wisernotify.com/content/images/2021/06/14-7.png)
9. And Last, Click on Save button.
![](https://support.wisernotify.com/content/images/2021/06/15-6.png)
Please test by adding a new data & visit the WiserNotify - Dashboard Data page. Here, You can see all the captured/ received data with its source name.
For more queries, reach us at [email protected] or chat with the support team. We will help you through the integration process.