Overview
The purpose of this workflow is to capture leads from an Excel file and use these to create and update leads in Zoho.
This workflow is fired every time an Excel file is uploaded onto a Tray Form:
Prerequisites
To implement this workflow, you will need the following:
- API credentials for Zoho
- An Excel file with the correct column setup. You can use this template to set up your Excel file.
Getting Live
Click 'Use Template' 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:
Standardization
This Object Helpers step transforms the Excel column headers 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:
Email validation
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 does exist, the lead record is updated.
If a Zoho lead does not exist, a new lead record is created.
Updating UTMs
For simplicity this template adds the UTM information into the Zoho 'description' field for each lead (rather than using Zoho custom fields).
utm_medium and utm_source are picked up from the standardized object: