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Send RecordJoy Video Events to Zoho CRM with Zapier

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["Zapier Catch Hook"]
    B --> C["Create/Update Contact"]
    C --> D["Add Note to contact"]
    D --> E[(Zoho CRM)]

Prerequisites

• Zapier account on a paid plan (webhooks are a premium trigger)
• Zoho CRM account with permission to edit Contacts and Notes
• RecordJoy account (any plan)

Estimated time

20 minutes

Steps

Part A — the webhook trigger

1. In Zapier, click + Create → Zaps.
2. Click the Trigger step, search webhooks, select Webhooks by Zapier.
3. Set Trigger event to Catch Hook and click Continue twice.
4. Copy the URL shown under Your webhook URL.

🖥️ What you should see: a URL like https://hooks.zapier.com/hooks/catch/1234567/abcdef/.

5. In another tab, open recordjoy.ai → dashboard sidebar → CRM Integration.
6. Paste the URL into Your webhook URL, tick the events you want, click Save, then click Send test event.
7. Back in Zapier, click Test trigger and confirm request A shows event: recording.test.

Part B — create or update the Zoho contact

8. Click + to add an action step.
9. Search zoho crm and select Zoho CRM.
10. Set Action event to Create or Update Contact.
11. Connect your Zoho CRM account when prompted (choose the correct data center, e.g. zoho.com vs zoho.eu).
12. Configure:
    • Find by Field: Email
    • Email: select Recording Sent To (recording__sentTo) from the webhook data
    • Last Name: also map recording__sentTo (Zoho requires a last name; the email works as a placeholder until enriched)

Contact rule: for most events the contact is recording__sentTo. For inbound recording.received events, build a second Zap mapping recording__sentBy (consider Zoho Leads for those).

13. Click Continue, then Test step.

🖥️ What you should see: a success response containing the contact's id (a long number).

Part C — attach the note

14. Click + to add another action.
15. Select Zoho CRM; set Action event to Create Note.
16. Configure:
    • Parent Module: Contacts
    • Parent Record ID: select the id output of the previous step
    • Note Title: RecordJoy {{event}}
    • Note Content: {{recording__description}} — watch: {{recording__viewUrl}} (watched {{recording__watchedTimes}}x)
17. Click Continue, then Test step.
18. Click Publish.

Verification

19. In RecordJoy → CRM Integration, click Send test event.
20. In Zoho CRM, open Contacts, find 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 in its body.

For a real end-to-end check: record a short video, open its share link, and watch recording.created / recording.watched notes appear.

Troubleshooting