Configure Leads Generation

by with No Comment BlogIntegrations

Let’s understand how to connect Google Lead Forms with Zhyalr CRM, configure webhooks, and verify data flow.

Getting Started- Connect Google to Zhylar CRM

  • Log in to Zhylar CRM.
  • Go to Configuration.
  • Navigate to Lead generation.
  • Select Google/Facebook and click Connect.
  • Choose the Google/Facebook account you want to link.
  • Click Continue through the consent screens.

What access does Zhylar have to this data?

Zhylar.com has the following access to your Google ads account:

  1. See, edit, create and delete your Google Ads accounts and data
    • This app wants permission to do anything that you can do on your Google Ads account, including:
    • See your performance data
    • Create, edit or delete your campaigns, ad groups and ads
    • Create, edit or delete your bidding targeting and scheduling settings
    • Set and change your budgets
    • See, apply and dismiss your recommendations
    • Edit your billing settings
    • There may be sensitive information in your accounts, such as financial
      information or performance metrics.
    • If your Google Account’s access is limited to read-only access, email-only access or any other restriction, then this app’s access will be limited in the same way. For example, if you only have read-only access to the account, then this app will be able to pull reports but not make changes to the account.
    • Over time, the app’s ability to access this account will follow that of your Google
      Account. So if your access to the account is revoked, then this app won’t be able
      to access it either.
  2. See your personal info, including any personal info you’ve made publicly available
    –
    • This app wants permission to:
    • See your full name
    • See your profile picture
    • See your gender
    • See your preferred languages
    • See any other information that you’ve made publicly available
  3. See your primary Google Account email address
    • This app wants permission to:
    • See the primary email address associated with your Google Account
  4. Associate you with your personal info on Google
    • This app wants permission to:
    • Know who you are on Google and associate you with the personal info you have
      made public “

Generate webhook details

  • After successful connection, copy the Webhook URL shown on the Zhylar screen.
  • Paste this webhook URL into your Google Ads Lead Form settings.
  • Copy the API key / secret key provided by Zhylar.

Send test data from Google

  • In Google Ads, use the Send test data option for the connected lead form.
  • Submit a test lead to trigger the webhook.

Step 4: Verify data in Zhylar CRM

  1. Return to your Zhylar screen.
  2. Open the Leads section.
  3. Confirm that the test lead has been received.
  4. Verify that all relevant fields (name, email, phone, campaign details, etc.) are populated correctly.

For a demo of the entire process, please watch the video below:

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

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Email Configuration

by with No Comment BlogConfigurationIntegrations

What is Email Configuration in a CRM system?

Email configuration refers to the setup process that connects your business email account (IMAP or Outlook) with the CRM. This enables users to send, receive, track, and manage emails directly within the CRM. It ensures centralized communication, improves customer engagement, and supports features like templates, automation, and activity logging.

Configure Email

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under Integrations tab, select Configure Email
  • A new page will open.
  • Click on “Connect email account” to proceed.
  • Select one of the following email providers to continue.
  • You will be taken to a sign-in page. Fill in your email ID that you want to configure.
  • Select an existing account or add new account.

For Outlook / Microsoft 365 

  1. Click Connect with Outlook. 
  1. A Microsoft sign-in prompt appears. 
  1. Authenticate with your Microsoft credentials. 
  2. Your email has been configured.

Note: One user can configure one email ID only.

Custom IMAP/SMTP setup

Use this option when connecting a non-OAuth email provider (for example, a company-managed mail server).

Step-by-step instructions

  • Open the email integration settings in Zhylar.
  • Select Custom IMAP/SMTP as the connection method.
  • Enter the required email server details:
    • Email address: Enter your full company email address.
    • IMAP host / port: Enter the IMAP server address (e.g., imap.example.com)
    • SMTP host / port: Enter the SMTP server address (e.g., smtp.example.com)
  • Username and password: Enter your company email login credentials.
  • Review the entered server details for accuracy.
  • Click Save to submit the configuration.
  • Once the user completes authentication or enters credentials, Zhylar sends the details to Email Engine for validation. 
  • Email Engine will attempt to authenticate and establish IMAP/SMTP or API session. 
  • A success or error toast message will be displayed.
  • Once a Success message is received that means you are connected. If an error message is received then user will have to check the details provided above or contact zhylar support team for the same.

Configure sending and receiving preferences

After the email account is connected, configure how emails are sent and received within Zhylar.

Sending preferences

  1. Select the default From address (typically the user’s primary email).
  2. Optionally configure an email signature that Zhylar will automatically append to all outgoing messages.

Receiving preferences

  1. Select the email folder to monitor (Inbox is selected by default).
  2. Enable auto-fetch or webhook notifications for incoming emails.

Enable email workflows

Once the email connection is active:

  1. Inbound emails received via EmailEngine APIs or webhooks flow directly into the Zhylar inbox or configured ticketing workflows.
  2. Outbound emails are sent using EmailEngine’s Submit API, with the process fully managed and abstracted by Zhylar.

This ensures seamless email communication and automation across your CRM workflows.

Disconnect Email

To disconnect your email ID,

  • Click on Disconnect
  • Provide confirmation.
  • Your email account will be disconnect.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

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