Chatbase + Zoho CRM

Create or update Zoho CRM module entries from new Chatbase form submissions

Streamline your data management process with this efficient workflow. Once a form is submitted in Chatbase, a corresponding entry is instantly created or updated in your Zoho CRM. This ensures all your important customer information from Chatbase is systematically organized and readily available in your CRM, reducing manual data entry and maximizing productivity.

Streamline your data management process with this efficient workflow. Once a form is submitted in Chatbase, a corresponding entry is instantly created or updated in your Zoho CRM. This ensures all your important customer information from Chatbase is systematically organized and readily available in your CRM, reducing manual data entry and maximizing productivity.

  1. When this happens...
    ChatbaseChatbase
    Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • MessageRequired

    • Chatbot IDRequired

    • Model

    • Conversation ID

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    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
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
Learn more

Related categories

  • AI Tools
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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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