SolarDialer for Zoho CRM

Set up in 4 steps

1. ConnectSign in to SolarDialer, open Account → Integrations and click Connect your Zoho CRM (or the button above). Approve SolarDialer's access in Zoho.
2. Choose where interested contacts goOn the same page, pick the deal stage for interested contacts, and optionally one for transferred ones. Leave it empty for no deals.
3. Make the webhookIn Zoho CRM: Setup → Automation → Actions → Webhooks → Configure Webhook. Method POST, URL https://solardialer.net/crm/zoho/call, Authorization General, module Leads. Under Header → Custom Parameters, add Authorization with the value Bearer, a space and your API key (Account → API). Body: type Raw, format JSON; paste the text below, with your campaign's name in place of My campaign.
4. Use it in a ruleSetup → Automation → Workflow Rules → Create Rule on Leads, to run on Create (for example for leads from your web form), and add the webhook as an instant action.

{"module": "Leads", "record_id": "${Leads.Lead Id}",
 "first_name": "${Leads.First Name}", "last_name": "${Leads.Last Name}",
 "phone": "${Leads.Phone}", "mobile": "${Leads.Mobile}", "email": "${Leads.Email}",
 "street": "${Leads.Street}", "city": "${Leads.City}", "state": "${Leads.State}",
 "zip": "${Leads.Zip Code}", "country": "${Leads.Country}",
 "campaign": "My campaign"}

For contacts, make the webhook and rule on Contacts, and in the text write "module": "Contacts", ${Contacts.Contact Id} and ${Contacts.…} for each field (contacts' address fields are Mailing Street, Mailing City, Mailing State, Mailing Zip, Mailing Country). Leads SolarDialer itself makes in Zoho never run your rules on create, so a call's lead is never sent back to be called again.