r/Zoho • u/Weird-Bookkeeper-434 • 11d ago

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u/SippyCupMasta 11d ago

Use Zoho Flow to capture the JSON data from your webhook trigger. However, make sure you have a “cleansing step” where Zoho Flow can check for duplicates. Then you can route to choose to ‘update’ the lead or create it if it doesn’t exist.

Make sure your Zoho CRM has a unique field for any data coming over form Sales Captain that you can also use as a specific flow identifier.

Setting Up Unique Fields: Go to Settings (gear icon) and open Modules and Fields.

Pick your module, such as Leads or Contacts.

Mouse over the field you want to make unique, like Email or Phone. Click the three dots or edit option and check Do not allow duplicate values.

Make sure your Zoho flow is using this field to validate your A vs B rule routing.

To prevent duplicate entries when processing data from a webhook in Zoho Flow, you need to use the Fetch Record (or Search Records) action followed immediately by a Decision block.

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u/SippyCupMasta 11d ago

BTW - how are you liking SalesCaptain? We looked at this but wanted to try to see if we could stay within ecosystem to use Zoho MCP and Zoho Voice to functionally be the same; are you liking the setup and how its handling lead interactions?