Superchat + Zoho CRM

Create or update Zoho CRM entries when new contacts are created in Superchat

Streamline your customer relationship management process with this Superchat to Zoho CRM workflow. Once set up, every new contact made in Superchat immediately updates or creates a new entry in Zoho CRM. Save time, eliminate manual data entry, and ensure your customer data is always up-to-date across all platforms.

When this happens...
Contact Created
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Inbound Message
Triggers when a new message is received.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
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- Contact IDRequired
Action
Write
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write

- Sender nameRequired
- To (Email Address or Contact ID)Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (Phone Number or Contact ID)Required
Action
Write

- Conversation IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- File NameRequired
- FileRequired
Action
Write
- IDRequired
Action
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
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

Contact Updated
Triggers when a contact is modified.
Trigger
Instant
Try It
Message Sending Failed
Triggers when sending an outbound message failed.
Trigger
Instant
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New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
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- Webhook Target URLRequired
- Values
Action
Write
- Conversation IDRequired
- ContentRequired
Action
Write
- Sender nameRequired
- To (identifier)Required
- Content TypeRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

Learn more