
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead

Automatically do this!
Create a Bot
Create a User
Create open channel
Create Group Channel
Send Bot Message
Create a Schedule Message
Block a User
Ban a user from an open channels
Update a User
Delete a User
Register operators to an open channel
Register operators to an group channel
Unregister operators from an open channel
Unregister operators from a group channel
Leave all group channels
Create User Metadata
Update metadata
Delete User's Metadata
Update an open channel
Update a Group Channel
Delete an open channel
Delete a group channel
Join a channel
Leave a channel
Hide a channel
Update user's group channel invitation preference
Invite Members
Accept an invitation
Update default invitation preference
Decline an invitation
Create Channel Metadata
Update Channel Metadata
Delete Channel Metadata
Send a Text Message
Add emoji category
Update an emoji category URL
Delete an emoji category
Add emoji
Update an emoji URL
Delete an Emoji
Unblock a User
Mute a participant in an open channel
Mute a participant in a group channel
Unmute a participant in a group channel
Unmute a participant in an open channel
Ban a user from a group channels
Update banned user status of a group channel
Update banned user status of an open channel
Unban a participant from an open channel
Unban a member from a group channel
Freeze a group channel
Freeze an open channel
Update a Bot
Join channels
Leave channels
Delete a bot
Report a user
Report a Channel
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Action is the task that follows automatically within your Zoho CRM integrations.
Update an existing lead by Email, Mobile and ID.
Create a note in the selected module
Creates a new lead
Searchs Lead by Mobile Number
Updates an existing note associated with a specific Lead
add a tag to an existing record to lead in Zoho CRM

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To start, connect both your Zoho CRM and SendBird AI Chatbot accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho CRM triggers actions in SendBird AI Chatbot (or vice versa).
Absolutely. You can customize how Zoho CRM data is recorded in SendBird AI Chatbot. This includes choosing which data fields go into which fields of SendBird AI Chatbot, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho CRM and SendBird AI Chatbot 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 Zoho CRM and SendBird AI Chatbot. 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.
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.
Learn MoreSendBird AI Chatbot is a powerful tool designed to enhance communication by integrating AI-driven chat capabilities into your applications. It allows businesses to automate customer interactions, provide instant support, and improve user engagement through intelligent conversation management.
Learn More