What’s a good way to get a lead’s point score into your CRM? Specifically, I’m trying to get that score into Zoho.
What’s a good way to get a lead’s point score into your CRM? Specifically, I’m trying to get that score into Zoho.
Hi Chris,
I think is not possible now with CRM Addons.
Pierre
Can you use the API? https://github.com/mautic/api-library
Seems like you should be able to connect to the Mautic API, spit out the lead info to a JSON file (or other format) and connect to Zoho that way. This is all speculation as I have’t used Zoho and I’m new to Mautic.
If I remember correctly Zoho has a Zapier integration so this may help https://zapier.com/developer/invite/25960/09fc4edc2672fcd43a98b672e3cae14c/
The main issue will be getting it to update, the way we do this is with the Last Action trigger and changing a custom field with alias “lastaction” in Mautic everytime we want to trigger a action in our CRM
Zac
Nice, that should make things easier. Thanks for posting the link Zac.