Connect ChatBot to Zoho CRM and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from ChatBot

A trigger is an event that starts your Zap and runs the workflow. For example, with ChatBot, a trigger could be "New Message."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ChatBot to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

Connect ChatBot and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect ChatBot and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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.

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    • Module
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  • 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.

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  • Zoho CRM triggers, actions, and search
    New User

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

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Learn how to automate ChatBot on the Zapier blog.

Automate Zoho CRM: get inspired on the Zapier blog

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About ChatBot
ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.
Learn moreHelp
Related categories
  • AI Tools
  • Customer Support
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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