Connect Zoho CRM to IBM Watson with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Zoho CRM to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose Zoho CRM as the source for your bridge
Choose IBM Watson as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Zoho CRM with IBM Watson

Step 2.A: Setup your Zoho CRM integration

Click on Connect Zoho CRM
Click on Create new integration to connect your Zoho CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Zoho CRM integration
Click on Authorize and you will be prompted to the Zoho CRM authorization experience
Here you will need to provide the info required and grant access to LeadsBridge
Once done, you will be get back to LeadsBridge application
You can choose a name for this Zoho CRM and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Zoho CRM is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Zoho CRM

How to get Domain

1. Enter the domain (URL) in which your Zoho Account resides. You can find this by checking your browser's address bar while logged into your Zoho Account.

Step 2.C: Setup your IBM Watson integration

Click on Connect IBM Watson
Click on Create new integration to connect your IBM Watson (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the IBM Watson integration
Fill IBM Watson Engage POD, Username, Password, Database field to connect IBM Watson with LeadsBridge
Click on the Authorize button
You can choose a name for this IBM Watson and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your IBM Watson is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for IBM Watson

How to get IBM Watson Engage POD, Username, Password, Database

To find the Database name follow this simple steps:
1. Go to Data section of your account
2. Click on View Data
3. Copy the name of the database name you'd like to use

Other Info

To find the App version. Just look at your app URL, that displays the version of your app.

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Zoho CRM information with your IBM Watson fields.

You will have IBM Watson fields on the left. Match the information you wish to pass align from Zoho CRM
Based on IBM Watson functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Zoho CRM documentation page and common questions
IBM Watson documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Zoho CRM with IBM Watson