Dante AI + Zoho CRM
Capture new leads in Dante AI and create module entries in Zoho CRM
Streamline your lead management process by connecting Dante AI and Zoho CRM. With this workflow, whenever there's a new lead capture in the Dante AI system, a corresponding module entry gets instantly created in Zoho CRM. This seamless integration not only saves you time but also ensures proper data consistency throughout your business operations.
Streamline your lead management process by connecting Dante AI and Zoho CRM. With this workflow, whenever there's a new lead capture in the Dante AI system, a corresponding module entry gets instantly created in Zoho CRM. This seamless integration not only saves you time but also ensures proper data consistency throughout your business operations.
- When this happens...Lead Capture
Triggers when a new lead is captured on a fresh conversation on Dante AI
- automatically do this!Create Module Entry
Creates a new entry in a module
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Import Knowledge Bases
This trigger will retrieve your list of knowledge bases from Dante AI
Try ItKnowledge base nameRequired
PromptRequired
GPT Model TypeRequired
Conversation ID (Optional)
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.
Try ItModuleRequired
Try It
Knowledge Base NameRequired
Try ItChatbot NameRequired
Period (hours)Required
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
