Formilla + Zoho CRM
Create or update module entries in Zoho CRM when new Formilla chat sessions complete
In order to update module entries in Zoho when chatting in Formilla, you would normally need to enter information either after your conversation was over or while you were actually chatting. This automation will create or update a module entry you specify in Zoho as soon as the chat session is finished. This will automatically add notes or leads for you without distracting you from the chat you are having.
In order to update module entries in Zoho when chatting in Formilla, you would normally need to enter information either after your conversation was over or while you were actually chatting. This automation will create or update a module entry you specify in Zoho as soon as the chat session is finished. This will automatically add notes or leads for you without distracting you from the chat you are having.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Chat Transcript
Triggers when a chat ends.
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