What this guide covers

You can connect Zoho to Everflow. This works for any Zoho product you use, including Zoho CRM, Zoho Desk, Zoho Invoice, Zoho Books, and Zoho Flow. Everflow does not have a one click Zoho app, and it does not need one. Zoho sends a postback?A postback is a small server to server message. When a conversion happens, one system sends a short web request to another to report it. No web page or browser is involved. to Everflow whenever something important happens, like a new lead or a paid invoice. That message tells Everflow to record the conversion.

How the connection works

Data can move in two directions. Most setups only need the first one.

Zoho can send that postback in three ways: through Zoho Flow, through Zapier, or straight from Zoho itself. You will pick one of these below. They all end up doing the same thing, which is calling an Everflow web link that records the conversion.

What you need before you start

Grab these three things from your Everflow account first.

Save the transaction ID

Everflow gives every click a transaction ID?A unique 32 character code Everflow creates for every click. Send it back on the conversion so Everflow knows which click and partner to credit.. Everflow forgets the click once the visitor leaves your landing page, so your Zoho record has to store this code and send it back when the conversion happens. Where you find it depends on your tracking link type.

Pick how Zoho sends the data

The right method depends on which Zoho product you use, because Zoho products send webhooks differently. Some can call Everflow directly. Others send their webhook as a POST with a JSON body, which the Everflow postback link cannot read on its own, so they need Zoho Flow or Zapier in the middle to turn the message into a simple link. Use this table to find your product.

Zoho Flow works for every product, so start there if you are not sure. Open the option you want below.

Other Zoho products can feed Everflow too. Zoho Forms submissions, which are great for lead generation, and Zoho Checkout payments can both start a Zap or a Zoho Flow, then send the conversion to Everflow the same way. Pick Zoho Flow or Zapier as the connector, just like the options above.

Set up Zoho Flow, step by step

Zoho Flow is the recommended path because it works with every Zoho product. Here is the full setup.

1. Create a new flow

In Zoho Flow, open My Flows and click Create Flow. Give it a clear name, such as Everflow conversion.

2. Choose what triggers the flow

Choose the App option, then pick your Zoho event, such as a new lead in Zoho CRM or a paid invoice in Zoho Books. The Webhook option on this screen is for receiving data into a flow, which you do not need for this setup.

Then choose your Zoho app and the exact event, such as New lead or Updated deal in Zoho CRM.

3. Add a Webhook action that calls Everflow

Add a Webhook action, which is Zoho's outgoing webhook. Search for Webhook in the actions panel, set the method to GET, and paste your Everflow postback link. Then map your Zoho fields into the link, especially the saved transaction ID.

4. Turn the flow on

Switch the flow on with the toggle in the top right, then fire a test event and confirm the conversion appears in your Everflow Advertiser Postback Report.

Set up Zapier, step by step

Use Zapier if you already work in it, or when your Zoho product cannot call Everflow directly. This path uses the Catch Hook trigger.

1. Add a Catch Hook trigger

In Zapier, create a Zap and choose Webhooks by Zapier as the trigger. For the trigger event, pick Catch Hook, which waits for a request sent to a Zapier URL.

2. Copy the webhook URL

Zapier generates a webhook URL. Copy it, then paste it into Zoho as the place to send data. In Zoho CRM you add it as a Workflow Rule webhook. In Zoho Desk or Zoho Books you point the app's webhook or workflow at it.

3. Send a GET to Everflow

Add an action step with Webhooks by Zapier, set it to a GET request, and use your Everflow postback link as the URL. Map the Zoho fields into it, especially the saved transaction ID, then turn the Zap on.

Set up a Zoho CRM webhook, step by step

This is the direct path, and it is for Zoho CRM only. It needs no Flow or Zapier, because Zoho CRM can call your Everflow link on its own.

1. Create a workflow rule

In Zoho CRM, go to Settings, then Workflow Rules, and click Create Rule. Pick the module, such as Deals or Leads, and give the rule a name.

2. Choose when the rule runs

Set when the rule should fire, for example on edit when a deal stage changes to Closed Won, or when a specific field is modified. This decides which events send data to Everflow.

3. Add the Webhook action

Add a Webhook action to the rule. Set the API method to GET, and in the URL to Notify paste your Everflow postback link with merge fields where each value goes, for example https://www.yourtracking.com/?nid=123&transaction_id=${Deals.EF Transaction Id}&adv1=${Deals.Stage}. Zoho fills in each merge field from the record. Keep in mind the URL to Notify is limited to 300 characters, so if your link is long, use Zoho Flow or Zapier instead.

Build the postback link

An Everflow postback is a single web link. At a minimum it needs your Network ID and the transaction ID.

https://www.yourtracking.com/?nid=YOUR_NID&transaction_id={saved_transaction_id}

Add more details as your funnel needs them. A lead that carries the Zoho status, a sale amount, and the lead's email looks like this. It is shown on several lines to make it easy to read, but you send it as one link.

https://www.yourtracking.com/?nid=123
  &transaction_id={saved_transaction_id}
  &event_id=3
  &amount=149.99
  &currency=USD
  &adv1={zoho_status}
  &order_id={zoho_record_id}
  &email={zoho_email}

Match your Zoho fields to Everflow

Everflow gives you ten spare fields, named adv1 through adv10, to carry any Zoho data you want to see in reports or use in rules. You add them to the postback link as shown above. Here is a common mapping.

If you send personal data such as an email, you can hash it first. Add >SHA256 inside the field, for example {zoho_email>LC_SHA256} lowercases the value and then hashes it.

Only pay for real conversions

This is where the Zoho connection really pays off. With Postback Controls, Everflow reads a value you passed from Zoho and decides whether to accept the conversion. This means you only pay partners for leads that Zoho has already confirmed.

Here is a real example. A medical services advertiser only pays when a Zoho invoice is actually paid. They send the Zoho invoice status into adv1 and set one simple rule:

Set up the Postback Control

In Everflow, go to Advertisers, then Postback Controls, and click Add. On the General step, name the control, set Status to Active, and choose the Control Type Accept.

On the Rules step you can target specific offers, advertisers, or partners, then build the rule. Set the condition to All Must Apply and add a rule where the variable adv1 equals paid.

One more thing to know. Postback Controls can only read data that is in the postback link. If a Zoho field is not mapped to an adv value, no rule can use it, so map it first.

Send data back to Zoho

You can also push data the other way, from Everflow into Zoho, so a Zoho record updates when a conversion is confirmed. Everflow has an outbound webhook feature for this. Go to Control Center, then Automations, then Webhooks, add a webhook, choose an event such as Conversion Registered, pick GET or POST, and set the URL to a Zoho Flow incoming webhook or a Zapier Catch Hook, which then updates Zoho. The webhook payload carries the details you need, including the transaction ID, the adv fields, the order ID, and the sale amount.

Test it before you trust it

Run one full test from click to conversion before you turn partners loose.

Troubleshooting

If something is not working, open the matching question below.

For developers

Most teams use Zoho Flow or Zapier and never open this section. It is here for developers who want to build their own listener for Zoho Desk.