Batch 7.1: Fix Zoho Lead Payload Mapping #75

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opened 2026-05-17 18:54:03 -05:00 by null · 0 comments

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2026-05-17 18:54:03 -05:00

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Batch 7.1 — Fix Zoho Lead Payload Mapping

Phase: 7 — Zoho CRM Integration
Agent: Neo (backend)
Priority: P1 High — wrong field mapping means leads land in Zoho with bad data

Problem

Contact form field mapping to Zoho CRM Lead schema has several issues:

name field maps entirely to Last_Name — should split into First_Name / Last_Name
No Lead_Source field — every web lead should have Lead_Source: "Website"
Service_Interest is not a standard Zoho field — silently ignored unless custom field exists
No trigger parameter — should explicitly control Zoho workflow automations
No $approved flag — web leads should route through approval workflow

Tasks

Split name into First_Name / Last_Name (split on last space; single word → Last_Name only)
Add Lead_Source: "Website" to every lead payload
Replace Service_Interest field with Description field (append service interest to message)
Add "trigger": ["workflow"] to enable workflow automations explicitly
Add "$approved": false for web-submitted leads going through approval queue

Files to modify

server/index.js — forwardToZoho() payload construction

Acceptance criteria

Name split correctly: "John Smith" → First_Name: "John", Last_Name: "Smith"
Single name: "Madonna" → Last_Name: "Madonna", no First_Name
Lead_Source always set to "Website"
Service interest appended to Description, not sent as Service_Interest
trigger and $approved flags present in payload
No regressions when ZOHO_ENABLED=false

## Batch 7.1 — Fix Zoho Lead Payload Mapping **Phase:** 7 — Zoho CRM Integration **Agent:** Neo (backend) **Priority:** P1 High — wrong field mapping means leads land in Zoho with bad data ### Problem Contact form field mapping to Zoho CRM Lead schema has several issues: 1. `name` field maps entirely to `Last_Name` — should split into `First_Name` / `Last_Name` 2. No `Lead_Source` field — every web lead should have `Lead_Source: "Website"` 3. `Service_Interest` is not a standard Zoho field — silently ignored unless custom field exists 4. No `trigger` parameter — should explicitly control Zoho workflow automations 5. No `$approved` flag — web leads should route through approval workflow ### Tasks - Split `name` into `First_Name` / `Last_Name` (split on last space; single word → `Last_Name` only) - Add `Lead_Source: "Website"` to every lead payload - Replace `Service_Interest` field with `Description` field (append service interest to message) - Add `"trigger": ["workflow"]` to enable workflow automations explicitly - Add `"$approved": false` for web-submitted leads going through approval queue ### Files to modify - `server/index.js` — `forwardToZoho()` payload construction ### Acceptance criteria - Name split correctly: "John Smith" → First_Name: "John", Last_Name: "Smith" - Single name: "Madonna" → Last_Name: "Madonna", no First_Name - Lead_Source always set to "Website" - Service interest appended to Description, not sent as Service_Interest - trigger and $approved flags present in payload - No regressions when `ZOHO_ENABLED=false`