How to connect Tracenudges with Zoho CRM?

This guide will walk you through:

Capturing Lead & Sales Activities: Connect Zoho CRM with Tracenudges using a webhook to fetch real-time lead, contact, and deal updates.

Add Webhook Integration to Connect Zoho CRM

Step 1: Get the Webhook URL from Tracenudges

Go to Tracenudges > Integrations.

Search for Zoho CRM and click on the Integrate button inside the integration box.

Enter a Connection Name (e.g., "Zoho Leads").

Click on the Create button.

Tracenudges will generate a Webhook URL. Click the Copy button.

Step 2: Configure Webhook in Zoho CRM

Click on the Settings icon (gear icon) in the top right corner.

Under the Automation section, click on Actions.

Select the Webhooks tab.

Click on the Configure Webhook button.

Fill in the webhook details:

Name: Enter a name for the webhook (e.g., "Tracenudges Lead").

URL to Notify: Paste the Webhook URL you copied from Tracenudges.

Method: Select POST.

Module: Select the module you want to track (e.g., Leads).

URL Parameters:

Select Append Entity Parameters (if available) OR manually map the data.

Under Standard Format or User Defined Format, add a parameter named data.

For the value, construct a JSON object using Zoho's merge fields (type # to insert fields).

Example JSON structure:

{
  "fn": "${Leads.First Name}",
  "ln": "${Leads.Last Name}",
  "ct": "${Leads.City}",
  "cn": "${Leads.Country}",
  "e": "${Leads.Email}"
}

Click Save.

Step 3: Create a Workflow Rule

Go back to Settings > Automation > Workflow Rules.

Click Create Rule.

Module: Select Leads (or your chosen module).

Rule Name: Enter a name and click Next.

When: Select On a record action > Create (to track new leads). Click Next.

Condition: Select All Leads (or set specific criteria). Click Next.

Instant Actions: Select Webhook and choose the webhook you created in Step 2.

Click Save.

Done.

Please test by creating a new lead in Zoho CRM and visiting the Tracenudges – Dashboard Data page. Here, you can see all the captured/received data with its source name.

Note:
Make sure you select this integration as the data source for your notification (Go to Customize Notification > Data-source and select this integration).

Important:
After making changes, check your notification in a private/incognito browser window to avoid cache issues.

Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your Tracenudges account. We’re here to assist you promptly.

How to connect with Zoho CRM

How to connect Tracenudges with Zoho CRM?#

Add Webhook Integration to Connect Zoho CRM#

Step 1: Get the Webhook URL from Tracenudges#

Step 2: Configure Webhook in Zoho CRM#

Step 3: Create a Workflow Rule#

How to connect Tracenudges with Zoho CRM?

Add Webhook Integration to Connect Zoho CRM

Step 1: Get the Webhook URL from Tracenudges

Step 2: Configure Webhook in Zoho CRM

Step 3: Create a Workflow Rule