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If you are using Zoho Forms on your website, please ensure you have setup the Zoho Forms properly. Visit our Zoho Forms Form Tracking guide to ensure you have completed the required steps.
This article will cover two methods for sending event data from Zoho to Cometly:
Send Event Data From Specific Zoho Forms
Configure sending of server event from Zoho Form to Cometly
In this step you are going to retrieve the Zoho webhook from within your Cometly account and add to your form settings in Zoho to send the form opt-in information directly to Cometly as an event of your choice.
In Cometly, navigate to Events Manager and click Add New Event
Search for Zoho Forms and choose Zoho Forms as your integration:
Click Activate Zoho Forms
Copy the webhook URL
Login to your Zoho forms account, find the form you want to track, and select settings for that form:
Click Integrations and then click Webhooks
See the example setup and configure the webhook with the following steps:
Webhook Status: set to Enable
Webhook URL: paste the Cometly Zoho Forms webhook into this field
Content Type: select application/json
Authorization Type: set to General
Payload Parameters
On the left column, ensure you enter the forms exactly as they appear in the table below. Text is case sensitive, ensure it is exactly as it appears for your webhook:
ip | IP Address |
first_name | Name - First Name |
last_name | Name - Last Name |
phone | Phone |
fingerprint | fingerprint |
comet_token | comet_token |
URL Parameters
Enter the following in the URL Parameters section:
event_name
event_name | lead_generated |
Enter event_name on the left and the event you would like to send on the right
You can choose from the event list below and select what event you would like to send to Cometly. Only choose one event:
lead_generated
view_content
schedule
purchase
subscribe
add_to_cart
contact
initiate_checkout
add_payment_info
complete_registration
start_trial
sign_up
submit_application
webinar_registration
Scroll down to the bottom and click Save
Test the integration and view the data in the Events Log
Click the Test Server Events resource below to learn how to test your Zoho form to ensure you are receiving the server event in the Events Log inside your Cometly space.
You have successfully setup your Zoho forms to send events to Cometly to accurately report the source of the form submission.
Send Zoho CRM Event Data via Webhook
In this guide you will learn how to send event data from your Zoho CRM to Cometly using Webhooks.
In your Zoho CRM, click the settings gear cog (⚙️).
Search for Webhooks.
Click Configure Webhooks
For additional information on configuring Zoho CRM webhooks, please visit Zoho's help article for creating & configuring webhooks in Zoho.
Navigate to Events Manager in Cometly and click Add New Event
For the Apps/Integrations choose Webhooks and click Next
Choose a pre-configured event (in the example below we have selected Lead) or create an event and click Next.
Copy the Cometly webhook and paste into the Zoho Webhooks page:
Paste the Cometly Webhook in the field box URL to Notify
Select POST as the Method
Select General as the Authorization Type
Choose the Module (CRM object) which you want to send data for (in this example we selected leads to send new leads created in the Zoho CRM)
In the next section, choose the data you would like to send. We recommend sending the first name, last name, email, and phone number (if applicable) for the lead. You can name the parameters anything you wish.
Ensure in the Body the Type is set to
Rawand the Format is set toJSONClick Save
Check The Cometly Webhook For Data
Once you've set it up, click Check for Data.
Wait for your app to send an event. If no data shows up right away, don't worry, you can return to this step later once events are sent.
If no data was sent yet, you can click Skip and map data later, and come back later to Check for Data again.
To come back to that specific Webhook, you can navigate to Events Manager and you will see your Event configuration In draft. Hover over the event and click the gear cog to navigate back to the Webhook URL to check for data.
When data is received, you will see requests with the payload data:
Click the down arrow to open the request and view data. Click Continue With Select Record to continue to the next step.
Configure Mapping & Set Filters For Cometly Webhook
Follow the Cometly Webhooks guide to finish setting up your webhook to ensure you have mapped the webhook data to Cometly fields. You will have the option to configure filters if you need to filter out any specific leads.