Chatbase + Zoho CRM
Create new Zoho CRM module entries from new Chatbase form submissions
Get more organized with your sales and customer relationship management using this workflow. Upon receiving a form submission in Chatbase, it seamlessly updates your Zoho CRM with a new module entry. This automation enhances efficiency, by keeping your CRM up-to-date, giving you more time to concentrate on building robust customer relationships.
Get more organized with your sales and customer relationship management using this workflow. Upon receiving a form submission in Chatbase, it seamlessly updates your Zoho CRM with a new module entry. This automation enhances efficiency, by keeping your CRM up-to-date, giving you more time to concentrate on building robust customer relationships.
- When this happens...Form Submission
Triggers when a form is submitted.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Chatbot IDRequired
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
MessageRequired
Chatbot IDRequired
Model
Conversation ID
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
