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Set up your first integration
Quickly connect SmartDialog to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate SmartDialog with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message" from SmartDialog.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects SmartDialog and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- CustomerRequired
- ServiceRequired
Try ItTriggerInstant- CustomerRequired
ActionWrite- Sender
- Message contentRequired
- ProtocolRequired
- CustomerRequired
- AddressRequired
ActionWrite- 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 ItTriggerPolling
- CustomerRequired
- ActiveRequired
- PhoneRequired
- Email
- Firstname
- Lastname
- Gender
- Birthyear
- Street Address
- Zipcode
- City
- Countrycode
- Custom Properties
- Phonenumber Regions
ActionWrite- CustomerRequired
- PhoneRequired
ActionWrite- CustomerRequired
- ActiveRequired
- PhoneRequired
- Email
- Firstname
- Lastname
- Gender
- Birthyear
- Street Address
- Zip Code
- City
- Country Code
- Custom Properties
- Phonenumber Regions
ActionWrite- 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.
Try ItTriggerPolling
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