You can add participants automatically as your Zoho CRM contacts and populate the contact custom fields using the native Zoho CRM integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on Zoho CRM's card.
If you're not currently logged into your Zoho account, you'll be prompted to do so. Once you're logged in, you will be asked to grant permission for involve.me to connect to your Zoho account.
After granting access, you'll be able to see the name and email address of the Zoho account that you're using.
Data mapping for the Zoho CRM integration
The integration will send email and default personal data fields automatically.
For your list to accept more data, please add "Custom fields" on Zoho CRM accordingly beforehand.
In the following sections you'll learn how different data fields are mapped to Zoho CRM. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default fields that are already predefined by Zoho CRM:
Full birthday with year
Default custom fields that need to be created beforehand:
You need to create the fields in Zoho exactly as shown below in the column "Zoho CRM Fields".
Zoho CRM Fields
Correctly answered questions
Quiz score of values
Total points for the determining outcome
Calculators by ID (eg. ca_xxxxxxx)**
Url for the website where the project was embedded
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data from question elements:
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to know:
Custom fields are not available in the Free edition of Zoho CRM.
Last name is required: Currently Zoho CRM requires you to send "Last name" so you need to ensure that you have this field included in your Contact Form.
Make sure you choose the right field names & types for your integration.
If you have configured a Zoho CRM integration on the project level and you duplicate the project, your integration settings will duplicate as well.
When the same email is sent again it will update the existing contact with the new data.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.