Zoho CRM + ZyraTalk

Zoho CRM + ZyraTalk integrations

Fetch new interaction data from ZyraTalk and create module entries in Zoho CRM

When new interaction data is gathered in ZyraTalk, this workflow swiftly updates your Zoho CRM. Eliminate the hassle of manual data entry, fostering efficient management of customer interactions and refining your sales strategies. Through this seamless procedure, key customer engagement metrics are effectively logged into your CRM system.

When this happens...
Fetch Interaction DataTriggers when new chat data insert.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with ZyraTalk and Zoho CRM

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

- Trigger chat
  Required
- Branch ID
- Parsed Value(Calls)
- Parsed Value(Webchat)
Trigger
Polling
Try It
- ID(s)
  Required
- Name(s)
  Required
- Seach Field Name
  Required
Action
Write
- Chat ID
  Required
- Search Key
- Search Value
Action
Write
- First Name
  Required
- Last Name
- Phone Number
- Email ID
  Required
Action
Write
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

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
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Manual Data Push
Fetch data from custom integration
Trigger
Polling
Try It
- Bot Type
  Required
- Select workspace
  Required
- Select context Branches
  Required
- Sections List
  Required
- Content
  Required
- Position
  Required
Action
Write
- First Name
- Last Name
- Email ID
- Phone Number
- Additonal Details
Action
Write
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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

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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About ZyraTalk

ZyraTalk is a customer interaction platform that allows for automated conversations to take place anywhere.

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