Zoho CRM + ZyraTalk

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 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.

  1. When this happens...
    ZyraTalkZyraTalk
    Fetch Interaction Data

    Triggers when new chat data insert.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Bot TypeRequired

    • Select workspaceRequired

    • Select context BranchesRequired

    • Sections ListRequired

    • ContentRequired

    • PositionRequired

    Action
    Write
    • First Name

    • Last Name

    • Email ID

    • Phone Number

    • Additonal Details

    Action
    Write
  • Zoho CRM triggers, actions, and 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
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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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About ZyraTalk

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

Related categories

  • Customer Support