Build with Catalyst: Automate your sales incentive flow from Zoho CRM

For our next use case in the Build with Catalyst series, we'll look at how you can automate the flow of incentive payments to your sales personnel. You can achieve this using CRM Event Listeners.

Check out our previous post in the series to learn:

• How you can build an AI-based lead scoring engine using Catalyst Quick ML
• How you can build a crawler for ecommerce using Catalyst SmartBrowz
• How you can build and host an LMS on Catalyst AppSail

Now, let's get started!

What can you do with CRM Event Listeners?

CRM Event Listeners is an event bus service; you can implement CRM Event Listeners to listen to events in the Zoho CRM and trigger custom and configured workflows. CRM Event Listeners does not utilize webhook calls of your Zoho CRM license plan. As an event bus service, it listens to configured events in CRM and triggers targeted functions on event occurrence.

Automate your sales incentive flow

Say you have outsourced your sales to a third party on a contractual basis, and the incentive payment happens based on the sale made by each individual. This means that the incentive needs to be calculated and credited on a regular basis, to ensure the personnel stay motivated. You also need regular updates on the leaderboards and on your payroll. You would want all of this to happen seamlessly, with less intervention or hiccups. Constantly monitoring your CRM manually to see the deals closed, to cross-check the required details, and updating the data by yourself is a tedious, time-consuming task.

Well, if you are using Zoho CRM, you're in great luck, as you can leverage the capabilities of CRM Event Listeners and use Catalyst as an intelligent middleware to bridge this gap and automate this entire process while ensuring data flows smoothly across applications.

Catalyst Components needed to achieve this:

CRM Event Listeners
Event Functions
Data Store
Connectors (Python, Java, Node JS)

To achieve this you need to:

1. Set up a CRM Event Listener on Catalyst that listens to deal closure events on Zoho CRM.
2. Use Data Store to store the payroll profile information and map it to the respective candidate. 
3. Use Connectors to get all the necessary tokens to make the required API calls.
4. Write a function to read the queue, calculate the incentive, make appropriate calls to your desired payroll software to make the payment, and make a call back to Zoho CRM to update the leaderboard and payment details.

You can follow a similar workflow for multiple use cases on Zoho CRM. Get creative, automate efficiently, and save on your webhook call usage. 

Soon, we'll be bringing Event Listeners for multiple Zoho Products. This will open a world of possibilities for you, help you save a ton on API call consumption, and make it easier for you to manage and trigger desired actions efficiently from one place.

Feel free to share your thoughts in the comments section or get a detailed 1:1 session. We will come back next week with another compelling use case. Stay tuned to this space to see how you can take full advantage of Catalyst and its capabilities.