We recommend using Zoho One as it is an all-in-one operating system that covers everything you need to run a scalable business, including CRM, Subscriptions, Help Center, Email Campaign tool, and more. By using our referral code https://go.zoho.com/4wG, you will receive $100 when you start using Zoho.
Centralized Operations: Manage your entire business operations from a single platform.
Automation: Streamline workflows to reduce manual efforts and improve efficiency.
Scalability: Easily scale your operations as your business grows.
Enhanced Customer Engagement: Use integrated tools to better engage with your customers and prospects.
Go to Zoho One Signup to create a Zoho One account.
Complete the signup process and verify your email address.
Use the referral link to get $100 free credits.
Log in to Zoho CRM:
Navigate to Zoho CRM.
Log in with your Zoho credentials.
Create Custom Fields:
Go to Setup > Customization > Modules and Fields.
Select the Contacts module (or create a new module if preferred).
Click on New Field and create fields as per the table below:
Go to Forms under Zoho CRM or use Zoho Forms application.
Design a form with the fields created in Step 2.
Embed the form on your website.
Step 4: Create a Workflow
Create Workflow Rules:
Go to Setup > Automation > Workflow Rules.
Click on Create Rule.
Define a rule for when a contact is created or edited.
Set the criteria for triggering the workflow (e.g., when all mandatory fields are filled).
Define Actions:
Select Webhook as the action.
Configure the webhook to call College Pipe API to create an athlete.
Step 5: Set up a Webhook
Go to Setup > Developer Space > Webhooks.
Click on New Webhook.
Here is a video on how to set up the Webhook:
Please make sure to add all the fields required as stated in the table above in the webhook.