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Send RecordJoy Video Events to Zoho CRM with Make

When you finish this guide, every RecordJoy event will create or update a Zoho CRM contact and attach a note with the video link and watch count.

flowchart LR
    A[RecordJoy] -->|"event JSON"| B["Make Custom Webhook"]
    B --> C["Zoho CRM: Create/Update a Record (Contact)"]
    C --> D["Zoho CRM: Create a Record (Note)"]
    D --> E[(Zoho CRM)]

Prerequisites

• A Make account (free tier works)
• A Zoho CRM account (know your data center — .com, .eu, or .in)
• RecordJoy account (any plan)

Estimated time

20 minutes

Steps

Part A — the webhook

1. In Make, click + Create a new scenario.
2. Click the + circle, search webhooks, select Webhooks → Custom webhook.
3. Click Add, name it RecordJoy events, click Save.
4. Click Copy address to clipboard.

🖥️ What you should see: a URL like https://hook.us1.make.com/abc123... with "Waiting for data...".

5. In recordjoy.ai → dashboard sidebar → CRM Integration: paste the URL, tick your events, click Save, then Send test event. Make should report "Successfully determined."

Part B — create or update the contact

6. Add a module: search zoho crm, select Zoho CRM → Create/Update a Record.
7. Sign in to Zoho when prompted, choosing your data-center domain.
8. Configure:
   • Module: Contacts
   • Duplicate Check Field: Email
   • Email: map recording.sentTo
   • Last Name: also map recording.sentTo (Zoho requires it; the email acts as a placeholder)
9. Click OK.

Contact rule: for most events the contact is recording.sentTo. For inbound recording.received events, build a second scenario mapping recording.sentBy.

Part C — attach the note

10. Add another module: Zoho CRM → Create a Record.
11. Configure:
    • Module: Notes
    • Note Title: RecordJoy {{event}}
    • Note Content: {{recording.description}} — watch: {{recording.viewUrl}} (watched {{recording.watchedTimes}}x)
    • Parent ID: map the ID output of the Create/Update a Record module
    • SE Module (parent module): Contacts
12. Click OK, then Save, and turn on Scheduling (bottom left).

Verification

13. In RecordJoy → CRM Integration, click Send test event.
14. In Make, confirm the run executed all three modules with green checkmarks.
15. In Zoho CRM → Contacts, open the contact matching your account email and scroll to Notes.

🖥️ What you should see: a note titled RecordJoy recording.test with a recordjoy.ai/view/... link.

Troubleshooting