Thinkstack + Zoho CRM
Create module entries in Zoho CRM each time new chatbot actions occur in Thinkstack
Turn your leads into prospects effectively with this workflow. When a Chatbot interaction takes place within Thinkstack, the information is promptly sent over to Zoho CRM, making it easy to create new customer entries. This seamless integration ensures a faster and more efficient way of managing potential client data.
Turn your leads into prospects effectively with this workflow. When a Chatbot interaction takes place within Thinkstack, the information is promptly sent over to Zoho CRM, making it easy to create new customer entries. This seamless integration ensures a faster and more efficient way of managing potential client data.
- When this happens...Chatbot Action
Triggers when a chatbot action is executed in your chatbot. Not to be confused with Zapier Actions.
- automatically do this!Create Module Entry
Creates a new entry in a module
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ChatbotRequired
Try ItChatbotRequired
File URL (pdf, docx, txt, md)
Knowledge Text
File name (without extension)
Additional Details
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 It
Action
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
