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.
- When this happens...Fetch Interaction Data
Triggers when new chat data insert.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Trigger chatRequired
Branch ID
Parsed Value(Calls)
Parsed Value(Webchat)
Try ItID(s)Required
Name(s)Required
Seach Field NameRequired
Chat IDRequired
Search Key
Search Value
First NameRequired
Last Name
Phone Number
Email IDRequired
Manual Data Push
Fetch data from custom integration
Try ItBot TypeRequired
Select workspaceRequired
Select context BranchesRequired
Sections ListRequired
ContentRequired
PositionRequired
First Name
Last Name
Email ID
Phone Number
Additonal Details
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 It