Using IBM® App Connect to interact with Zoho CRM
Zoho CRM is a cloud-based customer relationship management solution that helps you manage all aspects of customer relations.
Building a flow in IBM App Connect with Zoho CRM
Use App Connect to build flows that integrate with GetResponse and other applications. The connector is displayed as Zoho CRM on the App Connect User Interface (UI).
To allow App Connect to connect to your GetResponse account, you need to fill in the connection fields that you see in the App Connect Designer Catalog page or flow editor.
Supported authorization types:
BASIC OAUTH
OAUTH2 WEB
For detailed information about different authorization types, how to generate connection field values, and how to use the Templates gallery, see How to use IBM App Connect with Zoho CRM on the IBM Documentation page.
Supported objects in Zoho CRM
The following are the Zoho CRM objects that can be run in App Connect.
| Object |
Description |
| Accounts |
An account refers to a business organization (or a specific department within a larger company) that your own organization is currently engaging with or intends to engage with in the future, for the purpose of conducting business. |
| Campaigns |
A campaign in Zoho CRM is a series of marketing activities aimed at achieving a specific goal, such as increasing brand awareness or generating leads.
|
| Contacts |
A contact in Zoho CRM represents an individual person or organization that is related to a business account. |
| Deals |
A deal in Zoho CRM represents a potential or closed sale with a customer. It contains information such as the sale amount, sale stage, and expected close date.
|
| Leads |
A lead in Zoho CRM represents a potential customer who has shown interest in a product or service. It contains information such as contact details, lead source, and sales stage. |
| Organization |
An organization in Zoho CRM represents a single business entity, such as a company or a non-profit organization. It contains information such as the organization's name, address, and industry. |
| Users |
A user in Zoho CRM represents an individual user of the platform, such as a sales representative or a marketing specialist. Users can access and manage their own records, as well as view and interact with records shared by o other users in the organization, based on the permissions granted by the administrator. |
Scenario: Create a deal in Zoho CRM for each new paid customer in Square
Consider the following scenario:
In this flow, when a new payment is made in Square, the flow retrieves the information about the customer who made the payment, and then creates a deal in Zoho CRM using the retrieved information.
The following are the steps involved in the flow:
1. In the event Scheduler node, specify a time schedule based on your requirement (choose how often you want to run the flow).
4. Using the Zoho CRM Retrieve users node, the flow retrieves the user information of the new paid customers from Square, so that the deal can be associated with the correct user in Zoho CRM.
Resources
You can view this template and other useful templates in the Templates gallery of your App Connect Designer instance.
Get started with a free IBM App Connect Enterprise as a Service trial for 30 days to try out all our templates, visit https://ibm.biz/app-trial.
If you are running a containerized instance of IBM App Connect, use the following URL to directly access the template:
- Create a deal in Zoho CRM for each new paid customer in Square:
https://<your-instance-id>/templates/Create%20a%20deal%20in%20Zoho%20CRM%20for%20each%20new%20paid%20customer%20in%20Square
Note: Replace <your-instance-id> in the URL with your custom instance ID.
You must enable the Designer AI features in your containerized environment to access the App Connect templates. For more information, see The preloaded IBM App Connect templates.
You also have the option to import the .yaml file for this template directly into your App Connect Designer instance. These templates are available in a public GitHub repository.
