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Zoho and Outgrow Native Integration

Use Outgrow interactive experiences which are designed for conversion and engagement and push the leads you have collected to Zoho using our Outgrow-Zoho native integration.

Here's what you will need to get started:

  • An Outgrow account (Freelancer and Essential plan include limited Integration comes with limited integration which allows you to sync lead details to Zoho, Business and Enterprise plans include loaded integration which allows mapping all fields including questions and responses from a calculator, quiz or a poll to Zoho.)

  • A valid Zoho account

  • A live Outgrow calculator, quiz or poll

Steps

Follow two simple steps to start sending the leads you collect on Outgrow to Zoho

  1. Configure
  2. Map fields and Test connection

Configure

To access this integration, navigate to the Outgrow Builder > Configure on your Outgrow interactive experience. Click the Configure button on Zoho Integration.

To configure Zoho-CRM please provide your Zoho-CRM Authorization Token. To access your Authorization token navigate to Zoho-CRM account settings page. Here you can find your API Key, select and copy the API Key.

Map fields and Test connection

For Freelancer and Essentials only name, email and other fields in the lead form on Outgrow calculator, quiz or poll can be mapped to the respective fields on Zoho
. All you need to do is to select and map the fields on Outgrow calculator, quiz or poll to respective fields on Zoho. Outgrow's Business and Enterprise plans allow you to send detailed information about a lead on Outgrow calculator to the connected app. Set up integration by mapping Zoho's fields with fields from your Outgrow calculator or quiz. Using loaded integration you can send lead form fields, IP Address, location data, UTM information and all the questions, answers and results] to your Zoho account.

Once you are done mapping the fields click on Test Connection on the Mapping pop-up. To test connection we will push a test lead to Zoho with sample values. Click finish on Test connection step. If connection and mapping are successful you will see this test lead on your Zoho contact list.

If your connection is successful you will see Active Status on Zoho which indicates that new leads on your Outgrow calculator, quiz or poll will be automatically sent as a contact to the connected Zoho account.

You can also check your Test lead on Zoho.

More actions

Test - It is recommended to Test your integration after you have changed something on your calculator, quiz or poll on Outgrow. A test record will appear on Zoho if integration is done properly.

Sync- If due to some error in connection your leads from a calculator, quiz or poll is not sent to Zoho then you can Sync the leads to your Zoho account after re-configuring. All the leads which were not sent to your account will be sent to Zoho when you sync. If for some reason, even after syncing you do not see your lead on your Zoho account then reconfigure once and Sync.

Deactivate - In case you don't want to send leads from a calculator, quiz or poll to Zoho, you can deactivate it.

Re-configure- In case your Zoho credentials have changed or you want to connect Outgrow with a different Zoho account then you will have to Reconfigure your Zoho integration to continue getting Outgrow leads in your Zoho account. If you have collected some leads on Outgrow but don't see them on Zoho then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected]

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Important

For every Outgrow interactive experience, you create you will have to activate or deactivate the integration from config section on the builder, in order to start or stop sending leads collected on Outgrow to Zoho.

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Note

Testing your Integration

When everything is setup we suggest you test it out and make sure everything is working as you expect it. Publish your calculator or quiz, submit a lead on calculator, quiz or poll, and check that the new lead shows up in Zoho (it can take up to a couple minutes).

Updated 3 years ago

Zoho and Outgrow Native Integration


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