{"workflow":{"id":14935,"name":"Sync Zoho CRM contacts with Beex Contact Center in real time","views":0,"recentViews":0,"totalViews":0,"createdAt":"2026-04-08T21:10:14.458Z","description":"## Summary\n\nAutomatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in real time.\n\n## How It Works\n\n1. **Trigger**: The workflow is activated when a contact is created or updated in Zoho CRM.\n2. **Data Transformation**: The incoming Zoho payload is flattened and formatted for easier field handling downstream. Two additional fields are set here: `portfolio_id` and `sequence_id` both must be provided by Beex so the client is assigned to the correct portfolio and initial contact sequence (calls, messages, etc.).\n3. **Event Routing**: The workflow routes the action based on the event type received via the header sent by Zoho.\n4. **Create Branch**: Only contacts with a valid (non-null) phone number are accepted and created in Beex.\n5. **Update Branch**: To update a contact, the **Get Client** node fetches the existing Beex record using the client code which by convention is the Zoho Contact ID ensuring a reliable match between both platforms.\n\n> ⚠️ **Important:** Each Beex campaign can enable custom fields that can be conveniently mapped to Zoho fields. In this template, the main fields used are **first name** and **last name**.\n\n## Setup Instructions\n\n1. **Install Beex nodes**: Before importing the template, install the Beex trigger and action node using the following package name:\n   ```\n   n8n-nodes-beex\n   ```\n\n2. **Configure Zoho Workflow Rules**: Set up your Zoho automation to send events to the n8n Webhook URL.\n   - Go to **Configuration** → **Automation** → **Workflow Rules**\n    ![zoho1.png](fileId:5425)\n   - Create a new rule\n   ![zoho2.png](fileId:5423)\n   - Schedule an action for **Contact Created**\n   ![zoho3.png](fileId:5427)\n   - Select as `Instant Action` → Webhook\n   - Paste the n8n Webhook URL as the notification endpoint\n   ![zoho4.png](fileId:5422)\n   - In the webhook response, select the fields to send. This template uses:\n     - `id`\n     - `name`\n     - `lastName`\n     - `phone`\n     - `email`\n![zoho5.png](fileId:5421)\n\n   - Add a custom header parameter to differentiate the event type. For contact creation, set `event` to `insert`\n![zoho6.png](fileId:5424)\n\n   - Repeat the same steps for **Contact Updated**, setting `event` to `update` in other Workflow Rules.\n\n3. **Configure Beex credentials**: For Beex users with platform access (for trial requests, contact frank@beexcc.com):\n   - Go to **Platform Settings** → **API Key & Callback**\n   - Copy your API key and paste it into the corresponding Beex nodes\n   ![beex7.png](fileId:5426)\n\n## Requirements\n\n- **Zoho**: A Zoho account on the **Standard plan** or higher this plan includes access to workflow rules and automation.\n- **Beex**: An account with lead management permissions and a valid API token.\n\n## Customization Options\n\n- **Contact filtering**: Add filters to control which Zoho contacts are created or updated in Beex.\n- **Identifier configuration**: By default, only Zoho contacts with a valid phone number can be successfully created in Beex.\n- **Set Fields node**: This node extracts all data from Zoho and sets two additional fields `portfolio_id` and `sequence_id` which must be supplied by Beex to assign the client to a specific portfolio and trigger an initial contact sequence.","workflow":{"id":"Q59diTWu6qw9qmTo","meta":{"instanceId":"ed748f23ac62e0a6dbefe5ad02ca16615e51ae6ead51e6498a1554498d173f06","templateCredsSetupCompleted":true},"name":"Sync your Zoho contacts to Beex","tags":[],"nodes":[{"id":"92b2057e-e458-4f30-9115-897bebe5570c","name":"On Listen Event","type":"n8n-nodes-base.webhook","notes":"Zoho Webhook","position":[-928,192],"webhookId":"98e20ba4-3a3a-4186-bf1a-1b51ee2075e0","parameters":{"path":"98e20ba4-3a3a-4186-bf1a-1b51ee2075e0","options":{},"httpMethod":"POST"},"notesInFlow":true,"typeVersion":2.1},{"id":"0a2b0669-3996-4f64-930d-898504a15945","name":"Set Fields","type":"n8n-nodes-base.set","position":[-688,192],"parameters":{"options":{},"assignments":{"assignments":[{"id":"53baf435-10df-495d-990c-198bfa38f1a7","name":"event","type":"string","value":"={{ $json.headers.event }}"},{"id":"c9d4c456-267c-4da4-8b99-5ad91e24f3f1","name":"code","type":"string","value":"={{ $json.body.id }}"},{"id":"a0314695-11b1-4580-a4c2-36b82715c60d","name":"name","type":"string","value":"={{ $json.body.name }}"},{"id":"250f6841-4d55-4489-8da0-470e7ca26e59","name":"lastName","type":"string","value":"={{ $json.body.lastName }}"},{"id":"453355b6-7f32-4dca-9022-7302d9e8075d","name":"countryCode","type":"string","value":"={{ $json.body.phone.split(' ')[0].slice(1) }}"},{"id":"6b9ed8fc-3a7a-48cd-8889-5a71af8b25a4","name":"phone","type":"string","value":"={{ $json.body.phone.split(' ')[1] }}"},{"id":"9df6d7e2-b01d-4d2d-9654-cad3d10ded9f","name":"email","type":"string","value":"={{ $json.body.email }}"},{"id":"a2ff654b-7b24-46f2-bbb6-0bbfd3cf0a5b","name":"portfolio_id","type":"string","value":"81"},{"id":"b0969b74-2fc0-4717-abad-cc315f50beca","name":"sequence_id","type":"string","value":"26"}]}},"typeVersion":3.4},{"id":"0287c5be-737a-49be-8bc1-9d88a9381284","name":"Routing","type":"n8n-nodes-base.switch","position":[-464,192],"parameters":{"rules":{"values":[{"outputKey":"CREATED","conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"1a34c2a4-fefc-41a7-8cd4-773705b22dfa","operator":{"type":"string","operation":"equals"},"leftValue":"={{ $json.event }}","rightValue":"insert"}]},"renameOutput":true},{"outputKey":"UPDATED","conditions":{"options":{"version":3,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"c2688616-e7cd-4473-a4b7-df1056d75aaa","operator":{"name":"filter.operator.equals","type":"string","operation":"equals"},"leftValue":"={{ $json.event }}","rightValue":"update"}]},"renameOutput":true}]},"options":{}},"typeVersion":3.4},{"id":"5fe454e8-3c55-451e-a822-33df71636b25","name":"Filter Phone","type":"n8n-nodes-base.filter","notes":"is not null","position":[-240,96],"parameters":{"options":{},"conditions":{"options":{"version":2,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"4f0bcb67-bafe-4c82-b286-5f5d87212e0c","operator":{"type":"string","operation":"exists","singleValue":true},"leftValue":"={{ $json.phone }}","rightValue":""},{"id":"fafb25f5-788a-4269-941a-5a96ce193fd2","operator":{"type":"string","operation":"notEmpty","singleValue":true},"leftValue":"={{ $json.phone }}","rightValue":""}]}},"notesInFlow":true,"typeVersion":2.2},{"id":"cccd7822-bf56-4033-9f10-61d647fe5e36","name":"Create Contact","type":"n8n-nodes-beex.beex","position":[-16,96],"parameters":{"email":"={{ $json.email }}","priority":1,"resource":"leads","code_client":"={{ $json.code }}","sequence_id":"={{ $json.sequence_id }}","code_country":"={{ $json.countryCode }}","phone_number":"={{ $json.phone }}","portfolio_id":"={{ $json.portfolio_id }}","additionalParameters":{"text_01":"Example","first_name":"={{ $json.name }}","paternal_surname":"={{ $json.lastName }}"}},"credentials":{"beexApi":{"id":"JxCrh0VIEbelPald","name":"TokenApp Beex account"}},"typeVersion":1},{"id":"22cba1b3-8d23-4c33-8e1f-f56166956277","name":"Get Client","type":"n8n-nodes-beex.beex","position":[-240,288],"parameters":{"code":"={{ $json.code }}","operation":"get-one"},"credentials":{"beexApi":{"id":"JxCrh0VIEbelPald","name":"TokenApp Beex account"}},"typeVersion":1},{"id":"a4704514-b369-4be3-8306-79b96d263c61","name":"Update Client","type":"n8n-nodes-beex.beex","position":[-16,288],"parameters":{"id":"={{ $json.results[0].id }}","operation":"put","first_name":"={{ $('Routing').item.json.name }}","additionalFields":{},"paternal_surname":"={{ $('Routing').item.json.lastName }}","additionalFilters":{}},"credentials":{"beexApi":{"id":"JxCrh0VIEbelPald","name":"TokenApp Beex account"}},"typeVersion":1},{"id":"78e89499-3730-49a4-9bcf-12bbab06c41e","name":"Sticky Note1","type":"n8n-nodes-base.stickyNote","position":[-1616,-224],"parameters":{"width":496,"height":864,"content":"## Sync Zoho Contacts to Beex\n\n> **Disclaimer:** This workflow requires the community node `n8n-nodes-beex`\n\n### Overview\n\nThis workflow listens for **contact creation and update events** from Zoho via a webhook and synchronizes them with **Beex contacts**.\n\n### How It Works\n\n1. **Trigger**: A standard Webhook node receives Zoho contact events. The event type is passed via a request header field called `event`.\n2. **Data Transformation**: A **Set Fields** node flattens and formats the Zoho payload into a clean JSON structure for easier field handling downstream.\n3. **Event Routing**: A **Routing** node reads the `event` header and directs the flow to the appropriate branch:\n   - `CREATED`\n   - `UPDATED`\n4. **Create Branch**: A filter node verifies the contact has a non-null phone number, then creates the contact in Beex using `post: leads`.\n5. **Update Branch**: The Beex **Get Client** node fetches the existing record by matching the Zoho Contact ID stored as the client code in Beex. The client is then updated using `put: clients`.\n\n### Requirements\n\n- **Beex Account** with permission to manage contacts and clients\n  - Community node `n8n-nodes-beex` must be installed\n  - Valid Bearer token configured in the Beex nodes\n- **Zoho Account** with webhook configuration enabled\n  - Must POST `CREATED` and `UPDATED` contact events to the n8n Webhook URL `(HTTP Method → POST)`\n  - The `event` header field must be included in every outgoing request"},"typeVersion":1},{"id":"7247e35c-666b-4493-a6fe-3b9fba539451","name":"Sticky Note3","type":"n8n-nodes-base.stickyNote","position":[-496,-48],"parameters":{"color":7,"width":720,"height":528,"content":"## Routing + Create/Update\n- Possible Branches: `Creation` or `Update`.\n- A contact is **created** with an available phone number.\n- The contact is **updated** by matching it with the contact ID in Zoho."},"typeVersion":1},{"id":"c677dd4f-699b-4d32-b6c4-5c15b95abd61","name":"Sticky Note4","type":"n8n-nodes-base.stickyNote","position":[-1008,-48],"parameters":{"color":7,"width":256,"height":528,"content":"## Trigger Node \n- Link the webhook **URL** on Zoho in Instant Actions"},"typeVersion":1},{"id":"9c443005-1bb1-4d94-9b26-bf8fb32571aa","name":"Sticky Note5","type":"n8n-nodes-base.stickyNote","position":[-752,-48],"parameters":{"color":5,"width":256,"height":528,"content":"## Set Fields\n- The fields to be extracted are defined in Zoho CRM by Workflow Rules"},"typeVersion":1}],"active":false,"pinData":{},"settings":{"timezone":"America/Lima","binaryMode":"separate","callerPolicy":"workflowsFromSameOwner","timeSavedMode":"fixed","availableInMCP":false,"executionOrder":"v1"},"versionId":"babc73f7-db22-44f0-8cfb-4dadfd6eb85b","connections":{"Routing":{"main":[[{"node":"Filter Phone","type":"main","index":0}],[{"node":"Get Client","type":"main","index":0}]]},"Get Client":{"main":[[{"node":"Update Client","type":"main","index":0}]]},"Set Fields":{"main":[[{"node":"Routing","type":"main","index":0}]]},"Filter Phone":{"main":[[{"node":"Create Contact","type":"main","index":0}]]},"Create Contact":{"main":[[]]},"On Listen Event":{"main":[[{"node":"Set Fields","type":"main","index":0}]]}}},"lastUpdatedBy":1,"workflowInfo":{"nodeCount":11,"nodeTypes":{"n8n-nodes-base.set":{"count":1},"n8n-nodes-beex.beex":{"count":3},"n8n-nodes-base.filter":{"count":1},"n8n-nodes-base.switch":{"count":1},"n8n-nodes-base.webhook":{"count":1},"n8n-nodes-base.stickyNote":{"count":4}}},"status":"published","readyToDemo":null,"user":{"name":"Beex","username":"zapix","bio":"Beex helps support, sales, collections, and marketing teams boost efficiency through our omnichannel platform, Beex CC. 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If the condition is met, the item will be passed on to the next node. If the condition is not met, the item will be omitted. Conditions can be combined together by AND(meet all conditions), or OR(meet at least one condition).","resources":{"generic":[],"primaryDocumentation":[{"url":"https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.filter/"}]},"categories":["Core Nodes"],"nodeVersion":"1.0","codexVersion":"1.0","subcategories":{"Core Nodes":["Flow","Data Transformation"]}}},"group":"[\"transform\"]","defaults":{"name":"Filter","color":"#229eff"},"iconData":{"icon":"filter","type":"icon"},"displayName":"Filter","typeVersion":2,"nodeCategories":[{"id":9,"name":"Core Nodes"}]}],"categories":[{"id":39,"name":"CRM"}],"image":[{"id":5421,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho5_0b69344395.png"},{"id":5422,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho4_0030cef379.png"},{"id":5423,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho2_6f72adcff2.png"},{"id":5424,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho6_28386582f0.png"},{"id":5425,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho1_42a405e95e.png"},{"id":5426,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/beex7_24ca845750.png"},{"id":5427,"url":"https://n8niostorageaccount.blob.core.windows.net/n8nio-strapi-blobs-prod/assets/zoho3_eb953039c1.png"}]}}