Introduction

Zoho Forms offers effficient form creation with a powerful form builder that lets you build powerful forms for free, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. 

MoEngage <> Zoho Forms

With the MoEngage and Zoho Forms integration, you can capture your Zoho form inputs and send them personalized, targeted campaigns via MoEngage to drive conversions. With this integration, you can:

• Create or update users in MoEngage when a form is submitted
• Create events with details submitted from the form

Integration

Step 1: Get your MoEngage endpoint

Reach out to to your MoEngage Customer Success Manager to get a dedicated endpoint for your Ventrata integration. You also need to specify the common identifier between MoEngage and Ventrata- it can be email id or phone number of the user.

Step 2: Set up the webhook in Zoho Forms 

On your form builder, 

1. Navigate to Integrations tab. 
2. Select Webhooks from the left menu.
3. Click Configure Webhook and fill in the relevant details-
   
   1. Webhook URL: <MoEngage endpoint>
      <MoEngage endpoint> is the endpoint that you would have received in Step 1.
      
      
   2. 
   3. Content Type: application/json
   4. Authorization Type: Select the desired Authorization type to be either General or Connections. 
      Note that Connections is only available in the premium plan. If you have the premium plan, you can set up a connection first and then use it here. Refer to the Connections documentation for more details.
   5. Payload Parameters: Select the fields that you want to send to MoEngage.
      1. Mandatory fields 
         • customer_id: This is the unique identifier between MoEngage and Zoho Forms. It can be email or mobile number or any other field that is being captured in the form.
         • form_submitted_time: It captures the time when the form response was submitted. It needs to be mapped to "Added Time" default field in Zoho 
      2. Standard MoEngage fields- MoEngage has fixed keys for some standard fields which needs to be mapped as it is for the user profile to be updated. These fields are-
         • first_name
         • last_name
         • email
         • mobile number.
      3. Other form fields: Any other data that you are capturing in forms. You can map these to any keys and will show up in MoEngage in form event attributes.
         
         Note- For payment field in the form, the supported fields are: Payment Amount, Payment Status, Payment Currency and Payment Transaction ID. Zoho Forms typically passes the transaction status and the form submission asynchronously, since the form submission and the payment status isn't done at the same time.
   6. URL parameters: You can skip it. 
   7. Custom headers
       
      

      { 
         "Authorization": "Basic <Token Key>" 
      }

      Get your Basic Token by going to any online Basic Auth Header Generator tool. Enter
      - username as your <Workspace ID>
      - password as <Data API Key>
      Workspace ID and Data API Key can be fetched from MoEngage Dashboard >> Settings >> APIs. 

   8. You can test your webhook using Test Webhooks option. 
   9. Click Save.  

Step 3: View details on MoEngage

Your users and events should start showing up in MoEngage. You can validate these from the user profile. Event name will be "zoho form submitted". You can now run event-triggered campaigns to your users.