How to Create a Webhook in Zoho CRM for Zapier
Introduction
This article describes how to create a webhook using workflow rules in Zoho CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use
On your Zoho CRM Account, there is a webhook action in the workflow rules section that can be used to send information over to Zapier. Below are the steps to create a webhook action:
Open Zapier Account
Create a New Zap
Select "Webhook" as Trigger > Select "Catch Hook" as the Event > Select Continue to Skip the Child Key section > Copy Zapier Webhook URL
Open Zoho CRM Account
Click on the Settings "⚙️" Icon.
Go to Automation > Workflow Rules > Create Rule > Set the Workflow Rule Conditions > Select "webhook" as the Instant Action
Once the Webhook window pops up
Enter the webhook name > Method remains as POST > Paste the URL copied from Zapier into the URL to Notify box
Under the Body section, select Form-Data for type field > enter the parameter name and map the CRM field you'd like to attach to this parameter name
Save and Associate the Webhook
Save and Associate the Workflow Rule
Watch the video below to learn how to create a webhook in Zoho CRM.