# Sending Lead Data to Zoho CRM

#### ✅ 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).

***

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

***

**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:

```bash
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.

***

**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.).

***

**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**

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

**🧾 Body (JSON)**

Fill in Zoho CRM fields using your stored variables:

```json
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.

***

**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.

***

**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:

```bash
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.

***

#### ✅ 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              |

#### &#x20; <a href="#tutorial-from-zoho" id="tutorial-from-zoho"></a>


---

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