Sending Lead Data to Zoho CRM

Tutorial on how to setup a webhook from Zoho and connect to your Agent Supply account.

✅ Prerequisites

Make sure you have:

1. A Zoho CRM account with API access enabled.

2. A valid OAuth 2.0 access token from Zoho (guide below).

3. An Agent Supply account with access to build Chains (Agent workflows).

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🧩 Step-by-Step: Send Lead Data to Zoho CRM via Agent Supply

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Step 1: Generate Your Zoho CRM API Access Token

Zoho uses OAuth 2.0. Here’s how to get the token:

1. Go to Zoho API Console.

2. Create a new client (select Server-based Applications).

3. Set a redirect URI (it can be dummy if using the "Self Client").

4. Generate a code using the "Self Client" tab.

5. Exchange the code for an access token using this command:

bashCopiarEditarcurl --request POST \
  --url https://accounts.zoho.com/oauth/v2/token \
  --data 'grant_type=authorization_code&client_id=YOUR_CLIENT_ID&client_secret=YOUR_CLIENT_SECRET&redirect_uri=YOUR_REDIRECT_URI&code=YOUR_CODE'

Save the access_token and refresh_token securely.

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Step 2: Capture Lead Data in Agent Supply

1. Go to the Chain Builder in Agent Supply.

2. Add steps to collect user data:

   • Name

   • Email

   • Company

   • Phone

3. Store each piece of data in variables (e.g., {{first_name}}, {{email}}, etc.).

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Step 3: Add HTTP Request Node to Your Chain

1. Insert an HTTP request node after capturing lead data.

2. Configure it with the following:

🌍 URL

rubyCopiarEditarhttps://www.zohoapis.com/crm/v2/Leads

🔧 Method

nginxCopiarEditarPOST

🔐 Headers

jsonCopiarEditar{
  "Authorization": "Zoho-oauthtoken YOUR_ACCESS_TOKEN",
  "Content-Type": "application/json"
}

🧾 Body (JSON)

Fill in Zoho CRM fields using your stored variables:

jsonCopiarEditar{
  "data": [
    {
      "Company": "{{company}}",
      "Last_Name": "{{last_name}}",
      "First_Name": "{{first_name}}",
      "Email": "{{email}}",
      "Phone": "{{phone}}",
      "Lead_Source": "Agent Supply"
    }
  ]
}

Replace variable names with whatever you're using in your Chain.

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Step 4: Test Your Chain

• Run a test session through your Chain.

• Submit lead data.

• Go to Zoho CRM > Leads to confirm the lead was created.

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Step 5: Handle Token Expiry (Optional)

Access tokens expire (usually after 1 hour). To handle this:

• Use your refresh_token to generate new tokens on demand.

• You can set up a separate Agent Supply Chain to refresh the token:

bashCopiarEditarcurl --request POST \
  --url https://accounts.zoho.com/oauth/v2/token \
  --data 'refresh_token=YOUR_REFRESH_TOKEN&client_id=YOUR_CLIENT_ID&client_secret=YOUR_CLIENT_SECRET&grant_type=refresh_token'

Store and reuse the new access token in your Agent Supply Chain.

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✅ Summary

Step	Description
1	Get Zoho OAuth access token
2	Collect lead data in Agent Supply Chain
3	Use HTTP request node to send data to Zoho CRM
4	Test and confirm leads appear in Zoho
5	(Optional) Automate token refresh