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This article will outline how to use Zoho CRM to capture new contacts from WATI. You can now use existing workflows on Zoho CRM for all new leads from WATI as well.
Heads up – this could take more than 30 minutes to complete.
Capture all new contacts on Zoho CRM for Free
Step 1: Create the following accounts/ files:
- Zoho CRM (Free Edition)
- Autocode (Free Edition) – we will use Autocode as an intermediary between WATI and Zoho
- Get started with a Blank project
- Make a copy of this Google Spreadsheet, in your google account
Step 2: Create an app within Zoho Desk.
- Go to Zoho API Console
- Click on ADD CLIENT
- Click on Self Client
- Enter Scope as ZohoCRM.modules.ALL
- Select a limit of 10 minutes (the default is 3 minutes)
- Type anything under Description
- Select your Production account
- Press Create
- From the pop-up that appears, copy the code
You have now created a Zoho App, and you have the following details:
- Code
- Client ID
- Client Secret
Step 3: Go to this Postman link and create a fork
Note: You may need to create a Postman account before getting started.
- Under Collections, click on Get tokens, and select the post request below.
- In the window (on the right), select Params, and fill in the details that you received in Step 2.
- Fill all 3 – client_id, client_secret and code.
- Click on Send.
You will receive two tokens in the response – an authorization token and a refresh token.
- Open up the Google Spreadsheet (the copy) and save the tokens as follows:
- Authorisation token in cell H2, and refresh token in cell I2.
Step 4: Now, onto Autocode:
- Gather data from Zoho Desk.
- Organization ID: Settings > API > OrgId
- Department ID: Settings > Departments > Choose the Department.
- The ID is the number in the browser URL.
Open your Blank project on Autocode.
(sample window is added below)
- Delete all the code that is present in the window
- Copy and paste the code below (add necessary data gathered above.
const lib = require('lib')({token: process.env.STDLIB_SECRET_TOKEN});
let tokencheck = await lib.googlesheets.query['@0.3.0'].select({
range: `H1:I2`, // required
bounds: 'FIRST_EMPTY_ROW',
});
console.log(tokencheck)
let token = tokencheck.rows[0].fields.Token
console.log(token)
if(tokencheck.rows[0].fields.Token=="")
{
let newtoken = await lib.http.request['@1.1.6']
({
method: 'POST',
url: `https://accounts.zoho.in/oauth/v2/token`,
queryParams:
{
'refresh_token':tokencheck.rows[0].fields.Refresh,
'client_id': `<client ID>`,
'client_secret': `<client secret>`,
'grant_type':`refresh_token`
}
});
console.log(newtoken)
token = JSON.parse(newtoken.body.toString()).access_token
let tokenreplace = await lib.googlesheets.query['@0.3.0'].update
({
range: `H1:H2`,
bounds: 'FULL_RANGE',
limit: {
'count': 1,
'offset': 0
},
fields: {
'Token':token}
});
console.log(tokenreplace)
}
let zohoresult = await lib.http.request['@1.1.6'].post
({
url: `https://www.zohoapis.in/crm/v2/leads`,
headers: {
"scope": "ZohoCRM.modules.ALL",
"authorization": "Zoho-oauthtoken "+token
},
params:
{
"data": [
{
"Last_Name": context.params.senderName,
"Phone": context.params.waId
}
]
}
});
console.log(zohoresult)
After you do this, the window will prompt you to connect a resource.
Learn More: How To Capture WATI Chats As Tickets On Zoho Desk
Now, connect your Google Spreadsheet created in Step 1. Ensure you select the right sheet (within the spreadsheet).
Save the code. Now, copy the URL at the bottom of the window (as shown below).
Step 5: Open your WATI Dashboard, and go to Webhooks. Now, add the URL from Step 4 as a new.
Webhook.
- Enter the URL.
- Select the Event as “New Contact Message”.
- Select the Status as Enabled.
Step 6: Open your Google Spreadsheet.
- Go to Extensions > Apps Script.
- Copy and paste this code under Code.gs
function myFunction() {
var read = SpreadsheetApp.getActive().getSheetByName('Sheet1').getRange('H2').setValue("")
}
Now, create a trigger to run this code every 30 minutes, and that should be it.
If everything above went well, all your new contacts will show up on Zoho CRM.
