ga_zoho_integration

Python script which integrates Zoho CRM Deals data with Google Analytics sending event hits to Google Analytics property.

Requirments

Python 2.7

Run pip install -r requirements.txt to install all required libraries.

Zoho CRM set up

Zoho CRM Deals should contain GA_client_id field which should be populated by Google Analytics Client Id value.

Google Analytics set up

Set up goals in GA for every deal stage. Goal type: Event. Goal IDs has to be in the same order as the CRM pipeline.

Zoho API Application set up

zcrmsdk - Python SDK acts as a wrapper for Zoho CRM APIs Client app must have Python 2.7 for this library

Users have to generate ZOHO_GRANT_TOKEN, so use this Scope: 'ZohoCRM.notifications.ALL, ZohoCRM.modules.ALL, AAAserver.profile.Read, ZohoCRM.settings.ALL'

For more detailed instruction read Zoho CRM API Documentation: https://www.zoho.com/crm/developer/docs/api/v2/.

Run The Script

To start the script you should have Linux server with Python 2.7 and Pip installed to be able to install required libraries from requirments.txt. Also you will need public IP to be able to receive notifications from Zoho CRM

Copy this command to console replacing parameters with your account data:

python2.7 main.py -gt 1000.ba356065855a909c02543700807d5065.312087b477ec73c1413741a1ad14ef03 -e email_of_crm_user@email.com -cid 1000.IUOYW5741V7EA7IAV47NGSTUZKJRKU -cs 968c27e883b1c808b3674b7d1a0cb528b92af99cb6 -api com

-gt: grant token, is required only for the very first run of the script for CRM

-e: email of CRM user

-cid: client ID received from CRM app

-cs: client secret received from CRM app

-api: domain-specific Zoho Accounts URL ending. For example it may be eu, in or other as specified here https://www.zoho.com/crm/developer/docs/api/v2/access-refresh.html. .com is default option, no need to specify.

-port: port for Zoho CRM notifications Webhook server. By default it's 80. To use not 80 port you will need to do additional proxy server set up.

-log: mode of logging handling. To enable logging to console pass 'console'. By default it's 'file'

-ngrok: your ngrok token from https://dashboard.ngrok.com/login

For the very first time you will need to specify grant token -ga. How to generate it follow instruction for Self Client option here https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html.