Bconnect + Zoho CRM
Create or update Zoho CRM entries whenever new chats are pushed in Bconnect
Ensure seamless and timely follow-ups after your chat interactions with this smart workflow. When a chat push occurs in your Bconnect app, it will update or create a module entry in Zoho CRM instantly. This means your CRM records are always up-to-date, helping you to stay on top of your customer interactions and drive your sales efforts effectively.
Ensure seamless and timely follow-ups after your chat interactions with this smart workflow. When a chat push occurs in your Bconnect app, it will update or create a module entry in Zoho CRM instantly. This means your CRM records are always up-to-date, helping you to stay on top of your customer interactions and drive your sales efforts effectively.
- When this happens...Chat Pushed
Triggers when a chat has been pushed.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Chat Pushed
Triggers when a chat has been pushed.
Try ItNew 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 ItModuleRequired
Try It
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 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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
