Pro plan. Zoho CRM works through trigger URLs and HTTP steps, which are part of Pro and Agency (and the free trial). Anything you already have keeps working on every plan. See Plans and billing.
How it connects: through Make, with Make’s Zoho CRM app, HTTP app and Webhooks app. Module names below are Make’s; check them in your Make account, as Make renames modules now and then.
1. New Zoho leads start a LinkedIn campaign
1
Keep the LinkedIn profile in Zoho
Kerux needs each person’s LinkedIn URL. Add a LinkedIn URL field to Zoho’s Leads module if you don’t have one.
2
Copy the Kerux trigger URL
In Kerux, open the campaign, click + Add on the Trigger half of the start box, choose Incoming webhook (API), click Add, then Copy link.
3
Build the scenario
Trigger: Zoho CRM > Watch records (module Leads). Action: HTTP > Make a request, method POST, the trigger URL, body type Raw, content type JSON:
202 with { "data": { "enrolled": 1, "already_in": 0, "lead_ids": ["..."] } }.
2. Replies update the Zoho lead
1
Start a second scenario
Webhooks > Custom webhook; copy its address.
2
Send the contact from Kerux
A contact who replies leaves the campaign (the When the contact replies box). In that box, add Send to another campaign and pick a short “Replied: to Zoho” campaign whose Webhook / HTTP step POSTs to the Make address:
3
Update Zoho
In Make: Zoho CRM > Update a record (module Leads) with the id from
zoho_id (or Search records by email first), setting Lead Status.Test with one contact
Run the first scenario once with a test Zoho lead and check the person in the campaign. Then, in the follow-up campaign’s Builder, click Test to open Test on one contact and check the update in Zoho.Common errors
422 VALIDATION_FAILED from Kerux
422 VALIDATION_FAILED from Kerux
The Zoho lead has no LinkedIn URL, so
linkedin_url was empty. Add a filter in Make so only leads with one go through.Make can't find the Zoho record
Make can't find the Zoho record
zoho_id wasn’t sent when the contact entered Kerux. Search by email instead.