How to connect ZOHO Crm Account via webhook?
- Setup Webhook in Zoho CRM
Go to Zoho CRM > Settings > Automation > Workflow Rules
If you haven't created a rule yet, you need to create a new workflow rule and select:
Click to Create Rule > Choose a module like Accounts > Click on Next
Execute this workflow rule based on :
Select "Record Action" and choose "Create or Edit" account data
Choose the account(s) you want to apply the rule to -
Select "All Accounts" if you want it applied to every account
In the Instant “Actions” step -
select Webhook as the action type
To create a webhook with XTEN-AV:
Name: SendXtenavAccount (you can provide your own name)
Description: Send Account to XTEN-AV (you can provide your own description)
Method: POST (mandatory)
URL to Notify: https://app.xtenav.com/webhook-zoho-account/ (mandatory)
In the body section:
- Set the type to raw
- Choose JSON from the format options
Paste the following JSON as it is in the request body:
{
"data": {
"id": "${Accounts.Account Id}",
"user_id": "YOUR Customer ID"
}
}
Note: Please be careful. If you add JSON data, remember to use apostrophes (double quotes) around the customer ID. You can copy the Customer ID from the CRM, as shown in the screenshot below.
Now, go to your XTEN-AV account, on Settings Page > Integrations tab > Zoho Integration and find your Customer ID as shown below.
Finally, click on Save to complete the webhook setup.
Note: 1) How to connect ZOHO Crm Contact via webhook? - https://knowledgebase.xtenav.com/en-us/article/how-to-connect-zoho-crm-contact-via-webhook-d10mv4/
2) How to connect ZOHO Crm Deal via webhook? - https://knowledgebase.xtenav.com/en-us/article/how-to-connect-zoho-crm-deal-via-webhook-bkm8o7/
Updated on: 07/31/2025
Thank you!