Associate the Webhook with the Workflow Rule
Follow these steps:
- Go to Setup > Automation > Workflow Rules and click Create Rules.
- Choose the Module for which you need to create a Workflow rule, then provide the rule name and description.
- Select the When condition for the rule to execute. For this example, we are creating a workflow rule which will trigger an automated message to Leads when a lead is created in Zoho CRM.
- Select the records to which this rule should be applied.
- Select Webhooks in Instant Actions.
- Select and associate the Webhook that you created.
- Click Save to finalize this process and associate the Webhook with the Workflow.
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