Superchat + Zoho CRM

Superchat + Zoho CRM integrations

Send whatsapp templates in Superchat for every new lead in Zoho CRM

Stay on top of your customer management by sending timely WhatsApp messages whenever there's a new lead in your Zoho CRM. This automation workflow kickstarts your communication process, ensuring your leads get immediate attention through the Superchat app. It's a simple yet effective way to boost your customer service and nurture potential clientele.

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this!
Send WhatsApp TemplateSends a whatsapp template.
ActionWrite

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More things you can do with Zoho CRM and Superchat

Discover other triggers and actions you can use with Zoho CRM and Superchat

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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
Contact Updated
Triggers when a contact is modified.
Trigger
Instant
Try It
Message Sending Failed
Triggers when sending an outbound message failed.
Trigger
Instant
Try It
New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
Try It
- Webhook Target URL
  Required
- Values
Action
Write
- Conversation ID
  Required
- Content
  Required
- Attachments (File IDs)
Action
Write
- Sender name
  Required
- To (identifier)
  Required
- Content Type
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- Status
  Required
Action
Write
- Field
  Required
- Value
  Required
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
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
Try It
- Contact ID
  Required
Action
Write
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Sender name
  Required
- To (Email Address or Contact ID)
  Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender name
  Required
- To (Phone Number or Contact ID)
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- File Name
  Required
- File
  Required
Action
Write
- ID
  Required
Action
Search

About Superchat

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

Learn moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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

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