Instructions
Important: You need to use a Comet Events space type in order to use the Zoho integration. You may need to create a new space outlined in the instructions below.
1. Navigate to the Events Manager in your Cometly account
Install the Cometly Pixel Code before the </head> tag on every page of your funnel
Navigate to the funnel settings
Enter the Cometly Pixel Code in the <head> tag area
If you want to track multiple events in your funnel, you can install the events throughout before the </body> tag on the page load where you want the event to fire.
Do not install an event for your Zoho form opt-in, you will set that up in the next steps using a webhook.
2. Add the Cometly Webhook URL to Zoho
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.
Navigate to the Integrations page in Space Settings 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: choose application/json
Payload Parameters:
Only choose the following parameters
IP Address
Email
Name - First Name
Name - Last Name
Phone (optional)
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_address | IP Address |
first_name | Name - First Name |
last_name | Name - Last Name |
phone | Phone |
URL Parameters:
You can choose from the event list below and choose 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
Enter event_name on the left and the event you would like to send on the right
(example below)
Scroll down to the bottom and click Save
You have successfully setup your Zoho forms to send events to Cometly. If you have any questions, please contact Cometly support.