Connect ChatBotKit and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChatBotKit
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use ChatBotKit and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your ChatBotKit integrations.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Create a new conversation with initial messages; optionally add a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
Fetch DataSet
This action fetch dataset detail.
Delete dataset
Delete a dataset from ChatBotKit
Create Record
This action create record By datasetID.
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Frequently Asked Questions
To start, connect both your ChatBotKit and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBotKit triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how ChatBotKit data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBotKit and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ChatBotKit and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ChatBotKit
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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