This article gives a step by step guide, following which you will be able to integrate Zoho CRM with your Spayee Platform.
Zoho CRM is a third party platform using which you can bring your sales, marketing, and customer support activities under one umbrella. It also helps in streamlining the inner functioning of your online education business.
In order to integrate Zoho with your Course Platform, go to Dashboard > INTEGRATIONS > Third Party.
Now, scroll down & go to Zoho CRM.
Switch the radio button to "Yes".
Now, leave the tab open. Open a new tab & sign up on zoho.com
Please note that you need to be on Zoho Standard Version at least to make integration possible.
Head straight to its homepage.
Now, click on the Settings icon from the menu bar & select "Modules & Fields" under "CUSTOMISATION".
Now, Click on "leads".
In the opening tab, under "Fields", click on "Create & Edit Fields".
Under Leads, drag & drop "Multi-Select" field. The "Lead Information" are the details which your lead will provide.
Here, by "leads", we mean the learners who signed up on your course platform but haven't converted yet.
A box will open. Under Multi Pick List properties, enter the Field Label as "Payment Initiated". Please note that the Field Label is case-sensitive.
Scroll down, check on "Contact" & click on "Done".
Repeat the same step of drag & drop "Multi-Select" field.
Now, under Field Label, type out "Enrolled Courses". Please note that the field label is case-sensitive.
Under "Also Create For", check "Contact".
Finally, click on done.
The lead information type is completed. Every time a lead purchases your course, it will go under "Enrolled Courses", whereas "Payment Initiated" will be shown if your lead stayed on the checkout page, initiated the payment, but didn't complete.
Similarly, you can fill all the lead information as well as customise the details.
Once the details are filled, click on "Save" from the top right corner.
The initial setup is done. Now, go to https://api-console.zoho.com/
Under the API Console, you need to choose a Client Type. Select "Self Client".
Self-Client will be chosen. Now, click on "CREATE" to proceed.
Your "Client Secret" will get generated which you now need to paste on your course platform on the tab you left open. Copy the Client Id & Client Secret.
Head to the online course platform tab that you left open & paste both of them.
Go back to the Zoho CRM where you last left. Click on Generate Code.
Under scope enter "ZohoCRM.modules.ALL,ZohoCRM.settings.ALL"
Under Time Duration, select "10 minutes:.
Under Scope Description, fill anything relevant to your integration. For example ZOHO integration.
Finally, click on "Create".
Go to CRM > Test Company > CREATE.
Your code will be generated. Copy the code to post on your Spayee Course Platform.
Head over to Spayee platform where you left your tab open & paste the "Grant Token".
You need to fill in Api Base URL & IAM Url as well.
Your URL will be in relation to your data centres. For example, if you Zoho account data centre is in India, then use http://www.zohoapis.in
Alternatively, you can use .com for USA & .eu for Europe as well.
To read about it in detail, refer here.
Once all the fields are filled, click on "Save". Zoho CRM integration will be complete.