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Setup The Zoho CRM Postalytics Integration

The Zoho CRM Postalytics Integration is a powerful tool that enables marketers to send direct mail to Zoho Contacts or Leads, using either Zoho Lists or Workflows as the basis for the campaigns. This article will walk you through the setup of the integration. After the initial setup is complete, the integration of Lists and Workflows into Postalytics campaigns is quick and easy.

In order to begin the setup of the integration, we recommend opening Postalytics in one browser tab and Zoho CRM in another. You’ll be moving back and forth between the applications to get things started.

Step 1: Set Up The Custom Field for Postalytics Status Codes

In order to receive the Postalytics status codes back to your Zoho CRM, you’ll first need to set up a custom field within a module. If you’d rather not receive the status codes back, simply skip this step.

Go to Settings->Customization->Modules and Fields. 

Next click on the module that you want to add the custom field to. In this example, we’ll use ‘Contacts’ . Click the ‘Fields’ tab on the top and then click ‘Create & Edit Fields’. We’ve also successfully tested the integration with Zoho Leads.

You’ll then drag a ‘Single Line’ element over and drop it at the bottom of the column.

You can name it whatever you like. Here we’ve called it ‘Postalytics Event’

Save and Close

Next, set up an Action to be used in a Webhook for posting to Postalytics. 

Navigate from Settings, in the upper righthand corner, then select Automation->Actions.

From the Actions page, select the ‘Webhooks’ tab at the top. Here, you’ll create the webhook that sends your data to Postalytics.

Click ‘Configure Webhook’

Leave this page open and proceed with the Postalytics setup. We will return here shortly to send a test.

Step 2: Set Up the Postalytics Connect Integration

To integrate with Zoho, a Connect integration setup is needed. Once this is complete, the integration will be available for triggered drips and list imports.

From your Postalytics home page menu, select ‘Connect’. 

Here, you’ll see your Integrations. To add Zoho, select ‘Add New Integration’ in the upper right corner, and then click the Zoho details button.

This details page provides additional information regarding Zoho along with a link to learn more.

From the Zoho detail page, click ‘Add Integration’

A popup window will appear, and ask you to login to Zoho. If you’re already logged in, it will present you with an authorization page asking for access to your Zoho account.

Click ‘Accept’. This window will refresh and you’ll continue on with the setup. 

In the first configuration you will be asked to:

  • Name the Integration. This is important as you can have multiple Integrations.
  • Select weather or not you’d like to receive events (status codes) back to your Zoho CRM.
  • Add the Module and Custom Field you created in the first step to receive the status codes.
  • Select all of the status codes you’d like to receive back.

Step 3 Trigger A Zoho Webhook To Set Up Mapping

In the next configuration, you’ll be prompted to send a webhook ping from Zoho. 

This important step will complete the mapping setup for the data sent in from Zoho to Postalytics in a Triggered Drip Campaign. 

To complete this step:

Copy the ping URL generated from the integration wizard

Now, back In Zoho, on the page previously left open, paste the copied URL from Postalytics to ‘URL to Notify’.

If the page was not left open, go to Setup->Automation->Action->Webhooks and create a new webhook.

Scroll down to ‘Body’ and choose the options:  

Type = ‘Raw’

Format = ‘JSON’ 

The body must contain the required fields as shown below, and you can add up to 9 additional personalization fields.

Required Zoho Contact Fields To Map

You can simply cut and paste the text below into the body, or Zoho allows you to start typing with a # and then you will be presented with a dropdown of value choices.

{

“first”: ” ${Contacts.First Name}”,

“last”: “${Contacts.Last Name}”,

“address”: “${Contacts.Mailing Street}”,

“city”: “${Contacts.Mailing City}”,

“state”: “${Contacts.Mailing State}”,

“zip”: “${Contacts.Mailing Zip}”,

“id”: “${Contacts.Contact Id}”

}

Additional Personalization Fields

You can map up to 9 other fields that you are tracking in Zoho Contacts or Leads using the same methodology.

Important Note: If you will be receiving Postalytics status codes back into Zoho, be sure to include the contact id in the webhook body.

Click ‘Save and Associate’

Next, you’ll trigger the webhook so that Postalytics receives it and the fields can be mapped.

To do this, go to Setup->Automation->Workflow Rules and create a new rule. 

This trigger is only needed to send a sample ping to Postalytics so the Workflow Rule can be very basic. 

In this example, we’ll add a rule that triggers every time a contact is edited.

Select ‘Create Rule’

A pop window will appear. Select the Module, Rule Name and Description. Then click ‘Next’

You’ll then create the When, click ‘Next’

Create the Condition 1, click ‘Next’

And create the Instant Action. In this case it is ‘Webhook’

A Webhook popup window will appear. The Webhook previously created should be listed. Select that Webhook and then click ‘Associate’.

You can now click ‘Save’



The Workflow Rule has now been created.

Select a Contact to edit and change a field value. 

This change will cause the webhook to trigger and send data over to Postalytics.

You can view the history of these steps within Zoho’s “Audit Log”, which can be handy during the Integration setup. You can find it by selecting Settings, then Audit Log, within the Data Administration section.. 

Step 4: Complete the Integration Setup

Now, continue on with the Integration setup in Postalytics.

Back at the Postalytics Integration Wizard, the mapping fields will populate within a few seconds of the Zoho Webhook trigger:

Map the fields by selecting them from the drop down menu for each field needed for your Campaign. Once all of the fields are mapped, click ‘Complete’ and the Zoho Integration setup is complete.

Important Note: If you will be receiving Postalytics status codes back into Zoho, be sure to map the contact id field here.

How to Manage Your Integrations

On the ‘My Integrations’ page, you should now see the Zoho connection just made. 

On this page, you’ll be able to add additional connections to Zoho, or other integrations, delete this connection, or edit it by clicking ‘Update’

Learn More About Postalytics

We love talking with clients, partners and marketers of all types about how Postalytics can be used to solve problems and build great campaigns. We’re here to help you get the most out of your account – please reach out!

Contact Postalytics!

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