PreSkale

Navigating in Zoho to set-up Webhook

In order to set-up the Zoho CRM x PreSkale integration,

Step 1: Click on the Gear Icon from the Zoho CRM homepage to navigate to the Setup Page.

Step 2: Under Automations, Select Actions

Step 3: Navigate to the Webhook Sections (Depicted as 1 in the screenshot below)

Step 4: Select Configure Webhook to navigate to the New Webhook Screen (Depicted as 2 in the screenshot below)

Setting up Webhooks

A total of 3 webhooks have to be setup for the integration to function seamlessly, please update the following fields with the given information,

1. Name
2. Description
3. Method

4. URL to notify
5. Module 

6. Body

Webhook 1: Preskale Deal

1. Name: PreSkale Deal
2. Description: This will notify PreSkale when a deal is created or edited in Zoho
3. Method: POST

4. URL to notify: https://app.preskale.com/api/de/callback/zoho/webhook
5. Module: Deals

6. Body - Type: Raw & Format: JSON and enter the following JSON code in the section.

Please input your company ID in the place of XXX. If you do not have the company ID, please reach out to the PreSkale support via Slack or write an email to ajb@preskale.com. 

{
"company": "XXX",
"module": "deal",
"deal_id": "${Deals.Deal Id}",
"deal_name": "${Deals.Deal Name}",
"deal_value": "${Deals.Amount}",
"status": "${Deals.Stage}",
"presales":"${Deals.presales}",
"start_time": "${Deals.Created Time}",
"expected_close": "${Deals.Closing Date}",
"deal_owner_id": "${Deals.Deal Owner ID}",
"deal_owner_name": "${Deals.Deal Owner}",
"sales_account_id": "${Accounts.Account Id}",
"contact_id": "${Contacts.Contact Id}",
"contact_name": "${Contacts.Contact Name}",
"contact_email": "${Contacts.Email}"
}

Webhook 2: Preskale Deal Delete

1. Name: PreSkale Deal Delete
2. Description: This will notify PreSkale when a deal is deleted in Zoho
3. Method: POST

4. URL to notify: https://app.preskale.com/api/de/callback/zoho/webhook/deletion
5. Module: Deals

6. Body - Type: Raw & Format: JSON and enter the following JSON code in the section.

Please input your company ID in the place of XXX. If you do not have the company ID, please reach out to the PreSkale support via Slack or write an email to ajb@preskale.com.

{
"company":"XXX",
"module":"deal",
"deal_id":"${Deals.Deal Id}"
}

Webhook 2: Preskale Accounts

1. Name: PreSkale Accounts
2. Description: This will notify PreSkale when there is an update on an Account in Zoho
3. Method: POST

4. URL to notify: https://app.preskale.com/api/de/callback/zoho/webhook
5. Module: Accounts

6. Body - Type: Raw & Format: JSON and enter the following JSON code in the section.

Please input your company ID in the place of XXX. If you do not have the company ID, please reach out to the PreSkale support via Slack or write an email to ajb@preskale.com.

{
"company":"XXX",
"module":"account",
"account_id":"${Accounts.Account Id}",
"name":"${Accounts.Account Name}",
"country":"${Accounts.Billing Country}",
"owner_id":"${Accounts.Account Owner ID}",
"industry":"${Accounts.Industry}",
"website":"${Accounts.Website}",
"company_size":"${Accounts.Employees}",
"phone":"${Accounts.Phone}"
}

Setting up the Workflows

Once the 3 webhooks are configured, we are required to setup workflows for the same. Navigate to the Workflow Rules under the automation section, select Workflow Rules and proceed ahead to Create Rule.

Workflow 1: Preskale Deal

Module: Deals
Rule Name: PreSkale Deal
Description: This will notify PreSkale when a deal is created or edited in Zoho

This is the condition for the Workflow to function,

1. Execute this workflow rule based on Record Action on Create or Edit. Select the Checkbox for Repeat this workflow whenever a Deal is edited.

2. Which deals would you like to apply the rule to? All Deals

3. Under Instant Actions, Select Webhooks and select PreSkale Deal.

4. Select Save to complete workflow setup.

Workflow 2: Preskale Accounts

Module: Accounts
Rule Name: PreSkale Accounts
Description: This will notify PreSkale when there is an update on an Account in Zoho

This is the condition for the Workflow to function,

1. Execute this workflow rule based on Record Action on Create or Edit. Select the Checkbox for Repeat this workflow whenever a Deal is edited.

2. Which deals would you like to apply the rule to? All Accounts

3. Under Instant Actions, Select Webhooks and select PreSkale Accounts.

4. Select Save to complete workflow setup.

Workflow 3: Preskale Deal Delete

Module: Deals
Rule Name: PreSkale Deal Delete
Description: This will notify PreSkale when a deal is deleted in Zoho

This is the condition for the Workflow to function,

1. Execute this workflow rule based on Record Action on Delete.

2. Which deals would you like to apply the rule to? All Deals

3. Under Instant Actions, Select Webhooks and select PreSkale Deal Delete.

4. Select Save to complete workflow setup.

Note: Kindly ensure that all Workflows and webhooks are enabled for a seamless integration between PreSkale and Zoho CRM.