Manychat + Zoho CRM

Create or update Zoho CRM module entries when new Manychat chats are opened

Enhance your customer engagement strategy with this automation. Whenever a new chat is opened in Manychat, pertinent details will be instantly sent to Zoho CRM, creating or updating a module entry. This efficient workflow simplifies your process, ensuring data from every customer interaction is saved and ready for future reference in your CRM system. Manage your leads more effectively and never lose track of a conversation again.

When this happens...
Chat Opened
Triggers when a chat is opened with a user.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
Try It
New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
Try It
- Custom FieldRequired
Trigger
Instant
Try It
- UserRequired
- TagRequired
Action
Write
- UserRequired
- TagRequired
Action
Write

- UserRequired
- ContentRequired
Action
Write
- UserRequired
- Custom FieldRequired
- ValueRequired
Action
Write

- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- EventRequired
Trigger
Instant
Try It
New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has Opt In Sms
- Has Opt In Email
- Consent Phrase
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write
- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Order IDRequired
Action
Search
- User IDRequired
Action
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
Scheduled
Try It
- ModuleRequired
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Learn more

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Manychat + Zoho CRM

Create or update Zoho CRM module entries when new Manychat chats are opened

Chat Opened

New Order Paid

New or Updated Custom Field

Add Tag to User

Remove Tag From User

Send Content to User

Set Custom Field

Unsubscribe User From Sequence

Find User by Custom Field

Find User by Name

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New “Trigger a Zap” Event

New Subscriber

New Tagged User

Create Subscriber

Send Dynamic Message to User

Send Text Message to User

Subscribe User to Sequence

Find Order by ID

Find User by ID

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

About Manychat

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