Chatbase + Zoho CRM
Create or update Zoho CRM module entries from new Chatbase form submissions
Streamline your data management process with this efficient workflow. Once a form is submitted in Chatbase, a corresponding entry is instantly created or updated in your Zoho CRM. This ensures all your important customer information from Chatbase is systematically organized and readily available in your CRM, reducing manual data entry and maximizing productivity.
Streamline your data management process with this efficient workflow. Once a form is submitted in Chatbase, a corresponding entry is instantly created or updated in your Zoho CRM. This ensures all your important customer information from Chatbase is systematically organized and readily available in your CRM, reducing manual data entry and maximizing productivity.
- When this happens...Form Submission
Triggers when a form is submitted.
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
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
