Overview
Un Millón de Predicadores (UMP) operates a digital ministry platform serving pastors and churches through an online diagnostic and pastoral training journey.
The process begins with an intake journey on the UMP website and continues through a detailed 32-question Assessment designed to evaluate churches and assign a corresponding Diagnostic Level, recommendations, and next steps.
UMP approached CRMFolks to connect its assessment and marketing journey in Kartra with Zoho CRM. The goal was to automate data transfer, establish connected records for churches and pastors, retain assessment information, and create a structured diagnostic and fulfillment process.
Project Overview
UMP wanted to create an automated digital pipeline that could capture information from pastors and churches, process Assessment responses, calculate diagnostic results, and maintain all relevant information inside Zoho CRM.
The solution connects Kartra → Make.com → Zoho CRM, with Make.com acting as the integration and automation layer.
Project Objectives
The project focused on:
Core Challenges
Business Challenges
Data Fragmentation
The UMP 32-question Assessment generates a significant amount of information, including responses, scores, Diagnostic Levels, recommendations, and next steps.
This information needed to move from Kartra into a structured CRM environment where it could be accessed and managed beyond the initial Assessment journey.
Relational Data Management
UMP needed to maintain relationships between:
Rather than storing this information as isolated records, the solution needed to connect the relevant church, pastor, and Assessment records within Zoho CRM.
Assessment Abandonment
Users could begin the diagnostic journey without completing the full 32-question Assessment.
UMP wanted to retain basic information from these users so they could potentially be followed up with later.
This created the requirement for a dedicated Pre-Diagnóstico stage within the CRM architecture.
Complex Assessment Routing
The Assessment uses different score ranges to determine diagnostic results and corresponding result or success-page routing.
The existing Kartra Assessment also contained embedded church and pastor information, making changes to the existing Assessment flow technically sensitive.
Multi-Platform Integration
The solution needed to reliably connect:
Kartra → Make.com → Zoho CRM
while preserving the existing Assessment automation and ensuring that the information collected through the front-end journey reached the correct CRM records.
CRMFolks Solution
CRMFolks designed a connected CRM and automation architecture using Zoho CRM, Make.com, Kartra, and Stripe Sandbox.
The solution centralizes Assessment and diagnostic information in Zoho CRM while using Make.com to process and transfer data from the Kartra Assessment.
Kartra Assessment Interface
Kartra was configured as the primary interface for the 32-question diagnostic Assessment.
Implemented
Once the Assessment is submitted, the information is transferred into the Zoho CRM environment through Make.com.
Make.com Integration & Automation
Make.com acts as the integration layer connecting Kartra with Zoho CRM.
Workflow
Kartra Assessment → Webhook → Make.com → Zoho CRM
The automation handles:
This reduces manual data handling and creates a structured flow between the Assessment platform and CRM.
Zoho CRM Implementation
Evaluaciones Module
The custom Evaluaciones module is used to store Assessment information.
Configured Information
Lookup relationships connect each Assessment with the appropriate church and pastor records.
This provides UMP with a centralized view of each diagnostic Assessment.
Iglesias Module
The Iglesias module manages church-level information.
Configured Information
The module provides a centralized record of the church and its diagnostic journey.
Contactos Module
The Contactos module manages pastor and contact information.
Configured Information
This allows each pastor/contact to be associated with the relevant church and Assessment.
Duplicate Prevention
The Make.com automation includes duplicate-checking logic to prevent unnecessary duplicate CRM records.
The documented matching criteria include:
Incoming Assessment information is checked against existing CRM information before new records are created.
This helps maintain cleaner and more reliable CRM data.
Pre-Diagnóstico Stage
CRMFolks designed a Pre-Diagnóstico stage to capture basic information before the user enters the core 32-question Assessment.
The intended information includes:
The purpose is to retain users who begin the diagnostic journey but do not complete the Assessment.
Current Status
The core tracking modules have been constructed in Zoho CRM.
The Pre-Diagnóstico process is currently in the technical validation phase, pending live form redirect testing and end-to-end webhook confirmation.
Commercial Fulfillment Subsystems
Free / KIT Flow
The implementation includes an automated fulfillment process for the free/KIT journey.
The workflow generates a Pedido (Order) for the default KIT INICIAL and flags the church status as:
Free
This connects the diagnostic journey with the corresponding fulfillment process.
Paid / Stripe Flow
The paid fulfillment process is currently integrated within a Stripe Sandbox testing architecture.
During mock checkout validation, the workflow successfully:
This provides a foundation for the paid fulfillment workflow while the payment process is being validated.
End-to-End Workflow
The complete diagnostic journey follows a structured process:
Pastor/Church Enters UMP Journey
↓
Kartra Captures Information
↓
32-Question Assessment
↓
Assessment Scoring & Diagnostic Level
↓
Webhook Sends Data to Make.com
↓
Make.com Processes & Maps Data
↓
Zoho CRM Duplicate Check
↓
Church & Pastor Records Created/Updated
↓
Assessment Stored in Evaluaciones
↓
Diagnostic Information Available in CRM
↓
Fulfillment / Follow-Up Process
For users who do not complete the Assessment:
Initial Information → Pre-Diagnóstico → Retained for Potential Follow-Up
Business Outcomes
The implementation created a more structured and automated diagnostic ecosystem for UMP.
Centralized Operations
Assessment information is captured and stored in Zoho CRM, reducing dependency on Kartra for ongoing CRM data management.
Unified Account Architecture
Church, pastor, and Assessment information are connected through CRM relationships and lookup fields.
Automated Data Transfer
The Kartra → Make.com → Zoho CRM workflow reduces manual data entry and automatically transfers Assessment information.
Improved Visibility
Teams can access Assessment responses, scores, Diagnostic Levels, recommendations, church information, and pastor information through Zoho CRM.
Improved Record Management
Duplicate-checking logic helps prevent unnecessary duplicate church and pastor/contact records.
Lead Retention
The Pre-Diagnóstico architecture provides a mechanism for retaining information from users who begin the diagnostic journey but do not complete the 32-question Assessment.
Structured Diagnostic Journey
The solution establishes a connected process from initial Assessment through diagnostic results and subsequent fulfillment activities.
Automated Fulfillment
The free/KIT workflow and paid Stripe Sandbox process connect the diagnostic journey with order and church-status updates.
Project Technology Stack
| Application / Technology | Role in the Project |
| Zoho CRM | Central CRM for Assessment, church, pastor, diagnostic, and fulfillment information |
| Evaluaciones | Stores Assessment responses, scores, Diagnostic Levels, recommendations, and next steps |
| Iglesias | Manages church records and diagnostic information |
| Contactos | Manages pastor/contact records and relationships |
| Pre-Diagnóstico | Designed to retain users who begin but do not complete the Assessment |
| Make.com | Integration, webhook processing, data mapping, automation, and duplicate handling |
| Kartra | 32-question diagnostic Assessment and front-end user journey |
| Stripe Sandbox | Testing environment for the paid fulfillment workflow |
Conclusion
UMP’s Zoho CRM implementation created a connected digital infrastructure for managing its church diagnostic and pastoral journey.
By integrating Kartra, Make.com, and Zoho CRM, CRMFolks established an automated flow for capturing Assessment information, processing diagnostic results, connecting pastors with churches, and maintaining structured Assessment records.
The custom Evaluaciones, Iglesias, Contactos, and Pre-Diagnóstico architecture provides UMP with a centralized CRM environment for managing the diagnostic journey while reducing manual data handling and improving visibility.
The solution also extends beyond Assessment management through automated free/KIT fulfillment and a Stripe Sandbox-based paid workflow.
With the core CRM and integration architecture established, UMP has a foundation for further automation across its diagnostic, follow-up, and fulfillment processes.
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