Tidio + Zoho CRM

Create module entries in Zoho CRM for new Tidio contacts sent from bot

Effortlessly manage new contacts in your CRM with this Tidio to Zoho CRM workflow. Once set up, every time a contact is sent from your Tidio bot, their information will be captured as a new module entry in your Zoho CRM. This automation streamlines your lead management process and helps you stay organized, saving time and allowing you to focus on nurturing valuable relationships.

Effortlessly manage new contacts in your CRM with this Tidio to Zoho CRM workflow. Once set up, every time a contact is sent from your Tidio bot, their information will be captured as a new module entry in your Zoho CRM. This automation streamlines your lead management process and helps you stay organized, saving time and allowing you to focus on nurturing valuable relationships.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn more

Related categories

  • Customer Support
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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.

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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