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# 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 need to log in to Conversive
* The User needs to look for the “UseCases” on the Main Menu
* User needs to select the template of Nurture Usecase.

![E8AuUboyXuQYNmdsy742jQ](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:04:29.572Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/E8AuUboyXuQYNmdsy742jQ.png "E8AuUboyXuQYNmdsy742jQ")![gZ2WwvmVqCS530ySrS8SCw](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:04:55.609Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/gZ2WwvmVqCS530ySrS8SCw.png "gZ2WwvmVqCS530ySrS8SCw")![Clg4ZZhEULr4W9hUa4A4Bw](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:05:24.813Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/Clg4ZZhEULr4W9hUa4A4Bw.png "Clg4ZZhEULr4W9hUa4A4Bw")

#### **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”**

![0V73S4aWOiSCIDbktDTUOg](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:05:59.094Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/0V73S4aWOiSCIDbktDTUOg.png "0V73S4aWOiSCIDbktDTUOg")

## **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.

![p6K5p0R75YJ8yeuG8zumnA](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:06:59.943Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/p6K5p0R75YJ8yeuG8zumnA.png "p6K5p0R75YJ8yeuG8zumnA")

#### **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
* Once the template selection is done. The user can setup the exit criteria

![0Xw2f7ja929W3DCgFO8W8Q](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:07:36.534Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/0Xw2f7ja929W3DCgFO8W8Q.png "0Xw2f7ja929W3DCgFO8W8Q")

## **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

![0fI00HiZB6PvSs82tg77IA](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:08:18.788Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/0fI00HiZB6PvSs82tg77IA.png "0fI00HiZB6PvSs82tg77IA")

* 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:**

![kHGPnEX9TWzLWF1V6kYYMQ](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:08:55.718Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/kHGPnEX9TWzLWF1V6kYYMQ.png "kHGPnEX9TWzLWF1V6kYYMQ")

Provide a  name to the webhook.

Method : POST

URL: [https://app.sms-magic.com/api/v2/converse_app/tasks](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:**

```json
{ 
    "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.

![lXILb5141K9LVfqRlkPjrA](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-08T10:09:35.931Z/user-guides/integrations/crm-integrations/zoho-crm/trigger-usecase-from-zoho-crm/lXILb5141K9LVfqRlkPjrA.png "lXILb5141K9LVfqRlkPjrA")

### Video Reference for the Automating Your Messages

1. Reminder - [Conversive Reminder Automation](https://www.loom.com/share/23d1cb973f8e4289bcf0d1f1e9e900c0?sid=16a49dbf-e9ea-4056-8643-e56b0692966e)