Aurora clients can now import their lead’s (i.e. prospective customer's) information from Zoho into Aurora. This integration will allow an Aurora client to do the following:
- Launch from Zoho: select a lead in Zoho, and click a button that will send the lead information to Aurora.
- With this integration Aurora will only import the following fields: First Name, Last Name, Full Address (Street, City, State, PostalCode, Country), Phone, and Email of leads you explicitly asked to import.
- Note: If you would like export functionality you will need to have an Enterprise account, please email support@aurorasolar.com for more information.
How to set-up (estimated to take 30 min to complete):
Before you begin:
Make sure you have system administrator privileges in both Aurora and Zoho.
Step 1: Go to Client ID Set-up
Go to https://accounts.zoho.com/developerconsole -> Click Add Client ID
Step 2: Register Aurora Solar’s App
Fill out required fields.
- Enter “Aurora Solar” for “Client Name”.
- Enter “aurorasolar.com” for “Client Domain”.
- Enter “https://app.aurorasolar.com/settings/integrations” for “Authorized redirect URIs”.
- Click Create button
Step 3: Remember your “Client Id” and “Client Secret”
Please mark down the “Client ID” and “Client Secret”, you will need these information later.
Step 4: Go to Zoho Setup page
Step 5: Go to customization Modules and Fields page
Go to Home Page -> Click Setup button from top right corner -> Click Modules and Fields under CUSTOMIZATION
Step 6: Go to Leads Module
Click Leads from the list.
Step 7: Create a button
Click Create Your First Button under Links and Buttons section.
Step 8: Configure Button
Fill out required fields.
It is CRUCIAL that this information be directly copied and pasted (without quotation marks) into the appropriate sections. On Mac: hit command(⌘) + c to copy and command (⌘) + v to paste. On PC: hit Ctrl +c to copy and Ctrl + v to paste. Please avoid entering the URL manually.
- Enter “Design in Aurora” for “What would you like to name the button?”
- Choose a view for the button from “Where would you like to place the button?”.
- Choose “Invoke a URL” for “What action would you like the button to perform?”.
- Enter https://app.aurorasolar.com/webhook/lead-import?type=zoho&lead_id=${Leads.Lead Id} for Construct Your URL.
- Choose “New Tab” for “Where do you want to show the content of the button action?”.
- Click “Save”.
Step 9: Open Integration in Aurora
Aurora App -> Settings > Integrations
Step 10: Configure the Integration
Retrieve the Client ID
Step 11: Input Client ID
Step 12: Consent in Zoho
Step 13: Input Client Secret
Step 14: Complete Setup
You can now see the Design in Aurora Button on a lead's page