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BotConversa + Zoho CRM

BotConversa + Zoho CRM

BotConversa + Zoho CRM integrations

Update BotConversa custom fields for new Zoho CRM contacts

Keep your BotConversa custom fields up-to-date with new contacts from Zoho CRM with this seamless workflow. Whenever a new contact is added in Zoho CRM, this automation will update the corresponding custom field in BotConversa. This ensures your chatbot has the latest and most accurate information to effectively communicate with your clients, saving you time and manual effort.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers 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.
  2. automatically do this!
    Update Custom Field
    Update Custom Field
    Update Custom FieldUpdates user/bot custom field value inside BotConversa.
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More things you can do with Zoho CRM and BotConversa

Discover other triggers and actions you can use with Zoho CRM and BotConversa

  • Zoho CRM triggers, actions, and search
    New 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.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    New 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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New 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.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
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About BotConversa
BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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