ConvertForce Popup Builder Zoho Project Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

ConvertForce Popup Builder

Trigger Event

Campaign Created

Description:

This trigger starts the workflow whenever the Campaign Created event occurs in ConvertForce Popup Builder.

Connect Your ConvertForce Popup Builder

Select the ConvertForce Popup Builder source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Zoho Project as an Action

Click:

Add Action → Zoho Project

Select an Action Event:

• Create Project When “Campaign Created” occurs in ConvertForce Popup Builder, use the submitted data to run “Create Project” in Zoho Project.
• Update Project When “Campaign Created” occurs in ConvertForce Popup Builder, use the submitted data to run “Update Project” in Zoho Project.
• Delete Project When “Campaign Created” occurs in ConvertForce Popup Builder, use the submitted data to run “Delete Project” in Zoho Project.

Description:

This action sends data from ConvertForce Popup Builder to Zoho Project and performs the selected supported operation automatically.

Map ConvertForce Popup Builder Data with Zoho Project Inputs

Map the available data from ConvertForce Popup Builder to the compatible inputs provided by the selected Zoho Project action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Campaign Created trigger and verify the selected Zoho Project actions:

• Confirm that Create Project completes successfully and processes the mapped data in Zoho Project.
• Confirm that Update Project completes successfully and processes the mapped data in Zoho Project.
• Confirm that Delete Project completes successfully and processes the mapped data in Zoho Project.

Then activate your workflow.