Overview
The purpose of this workflow is to capture leads from Tray's Webhook URL and use these to create and update your leads in Zoho.
This workflow is fired every time an HTTP POST call is made to the webhook URL with the lead data:
Prerequisites
To implement this workflow, you will need the following:
- You have API credentials for the source system that will call the Tray Workflow Webhook and Zoho
Getting Live
Click the Use Template button to deploy the template in your chosen Workspace. Then take the following steps to configure the workflow and start submitting leads for processing: The workflow will then start the process of pulling the leads into Zoho.
End Result
Key workflow steps
The following diagram gives a simplified breakdown of the key steps in the workflow:
Standardize
This Object Helpers step transforms the incoming data from Webhook trigger into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
etc.
For each lead, we will then have a simple object which can be easily accessed by later Zoho steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:
Validate Email
The lead’s email address is validated for the appropriate user@domain.com format
Create / Update Leads
A search is made for an existing lead in Zoho using the lead’s email address as the unique identifier.
If a Zoho lead** exists**, the lead record is updated.
A new lead record is** created if a Zoho lead does not exist.**
Updating UTMs
For simplicity this template adds the UTM information into the Zoho 'description' field for each lead (rather than using the Zoho custom fields). utm_medium and utm_source are all picked up from the standardized object.