Sync Zoho CRM contacts with Beex Contact Center in real time

Summary

Automatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in real time.

How It Works

1. Trigger: The workflow is activated when a contact is created or updated in Zoho CRM.
2. 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.).
3. Event Routing: The workflow routes the action based on the event type received via the header sent by Zoho.
4. Create Branch: Only contacts with a valid (non-null) phone number are accepted and created in Beex.
5. 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.

> ⚠️ 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.

Setup Instructions

1. Install Beex nodes: Before importing the template, install the Beex trigger and action node using the following package name:

n8n-nodes-beex

1. Configure Zoho Workflow Rules: Set up your Zoho automation to send events to the n8n Webhook URL.

• Go to Configuration → Automation → Workflow Rules

• Create a new rule

• Schedule an action for Contact Created

• Select as Instant Action → Webhook

• Paste the n8n Webhook URL as the notification endpoint

• In the webhook response, select the fields to send. This template uses:

• id

• name

• lastName

• phone

• email

• Add a custom header parameter to differentiate the event type. For contact creation, set event to insert

• Repeat the same steps for Contact Updated, setting event to update in other Workflow Rules.

1. Configure Beex credentials: For Beex users with platform access (for trial requests, contact [email protected]):

• Go to Platform Settings → API Key & Callback
• Copy your API key and paste it into the corresponding Beex nodes

Requirements

• Zoho: A Zoho account on the Standard plan or higher this plan includes access to workflow rules and automation.
• Beex: An account with lead management permissions and a valid API token.

Customization Options

• Contact filtering: Add filters to control which Zoho contacts are created or updated in Beex.
• Identifier configuration: By default, only Zoho contacts with a valid phone number can be successfully created in Beex.
• 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.