Zoho CRM

What It Does

Zoho CRM sends deal status changes in real time to DURUM.ai.

Zoho CRM Event	Type in DURUM.ai	When
Deal won (Closed Won)	Sale	A deal is marked as won
Deal lost (Closed Lost)	Lost Sale	A deal is marked as lost

Step-by-Step Configuration

1. Log in to your Zoho CRM account
2. Click the Gear icon (top right) to access Settings
3. In the Automation section, click Actions
4. Select the Webhooks tab
5. Click Configure Webhook (or + New Webhook)

Webhook for won deals:

6. Name: DURUM - Sale Won
7. URL:

   https://app.durum.ai/api/webhook/sale?client_key=YOUR_KEY

8. Method: POST
9. URL Format: JSON
10. In the Body, select Custom and add the following fields:
    • Deal_Name: ${Deals.Deal Name}
    • Stage: ${Deals.Stage}
    • Amount: ${Deals.Amount}
    • Contact_Name: ${Deals.Contact Name}
    • Email: ${Deals.Email}
    • Owner: ${Deals.Deal Owner}
11. Click Save

Associate the webhook with a workflow:

12. Go back to Settings then Automation then Workflow Rules
13. Click + Create Rule
14. Module: Deals
15. Rule name: DURUM - Notify Sale
16. When: Stage is changed to Closed Won (or your equivalent status)
17. Action: select Webhook then choose DURUM - Sale Won
18. Save and activate the rule

Repeat the same steps for lost deals, changing:

• Webhook name: DURUM - Sale Lost
• Rule filter: Stage is changed to Closed Lost
• The URL stays the same (/api/webhook/sale)

How to Test

1. Create a test deal in Zoho CRM
2. Change its status to Closed Won
3. Wait 30 seconds
4. In DURUM.ai, go to Data Logs
5. Verify that a sale event appears
6. Delete the test deal

Zoho CRM Troubleshooting

Problem	Solution
Event doesn't appear	Verify the workflow rule is active and the webhook is properly associated
Error in Zoho logs	Check the URL (no spaces, correct client_key) and that the format is JSON
Amount is 0	Verify the Amount field is properly mapped in the webhook body

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