Collect.chat + Zoho CRM
Create or update Zoho CRM module entries from new Collect.chat responses
When a new response comes up in Collect.chat, this workflow ensures it results in a new or updated module entry in Zoho CRM. It simplifies your customer data management process by populating your Zoho CRM with recent conversation data from Collect.chat. This saves you time and ensures that your CRM always stays up-to-date with relevant and timely information.
When a new response comes up in Collect.chat, this workflow ensures it results in a new or updated module entry in Zoho CRM. It simplifies your customer data management process by populating your Zoho CRM with recent conversation data from Collect.chat. This saves you time and ensures that your CRM always stays up-to-date with relevant and timely information.
- When this happens...New Response
Trigger is activated when someone responds to your bot
- automatically do this!Create/Update Module Entry
Create or update module entries
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BotRequired
Try ItNew 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 ItNew 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.
Try ItModuleRequired
Try It
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 ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
