CRM IntegrationsZoho CRM

Trigger Usecase from Zoho CRM

User Documentation for Conversive - Use case Automation for Nurture

Overview

This document provides guidance on using the Conversive to send Nurture series messages. 

Prerequisites

  • Ensure your CRM is connected in Conversive via Integration. 

Activate the Nurture UseCase

Step 1: UseCase

  • Users needs to login to Conversive
  • The User needs to look for the “UseCases” on the Main Menu
  • User needs to select the template of Nurture Usecase.
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Step 2: Template Selection

  • Once the selection is done, to activate the follow user must click on the template
    • Once the template has been selected and opened, User/customer needs to activate the automation by clicking on “Get this Automation”
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Configure Usecase with CRM Object and Template

Step 1: Selection of Mapping and Setting

  • User needs to select the CRM Object type such as “Contact, Companies, deals and tickets” in case of HubSpot
  • Then, the User needs to select the Phone field category which can be “Mobile Number, Phone Number”
  • Then, the User will select the “SenderID” from which they want to send Message.
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Step 2: Selection of Message template

  • Once the Mapping and setting is done, then the user can select the message template and timings when to send the message
  • User can modify the message template as per their requirement and can modify the message template as per their requirement
  • Once the template selection is done. The user can setup the exit criteria
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Trigger Nurture Usecase from Zoho

Step 1: Requirements in the ZOHO CRM:

  • To use this in any of the Zoho family CRM. The particular CRM should have webhook option available in It
  • Example: We will trigger the UseCase when a Lead is Created this condition is created in the Zoho Workflows
  • In ZOHO the Workflow will start by asking on which object you are creating the flow. After that there will be a condition of when we should trigger this. Created/updated/deleted
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  • After the condition Select all leads if it will be applicable to all the leads → Instant Actions → WebHooks → Create a webhook/select an already created webhook.

Step2: Create a WebHook:

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Provide a  name to the webhook.

Method : POST

URL: https://app.sms-magic.com/api/v2/converse_app/tasks

Authorization Type: General

Custom Parameters → apikey : provide the SMS-Magic Portal APIKey ( you can find this in Get Started Page)

Body → Type: Raw and Format : JSON

Paste the following Code:

{ 
    "record_ids": "${Leads.Lead Id}", #give the {object.objectID}
    "app_id": "784e3ca2-5a8d-41c5-a828-671aa326c756", #Paste your APPID here.
    "record_type": "Leads", #object
    "crm_user_email": "${Users.Email}" #SMS_Magic Portal email ID
}

Flow Activation:

Save and Activate the flow to start the flow.

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Video Reference for the Automating Your Messages

  1. Reminder - Conversive Reminder Automation