Tidio + Zoho CRM

Create or update Zoho CRM entries when new contacts are sent from Tidio bot

Boost your customer relationship management efficiency with this workflow. Whenever a new contact is sent from your Tidio chatbot, your Zoho CRM records are immediately updated with the latest information. This seamless connection between Tidio and Zoho CRM streamlines your communication efforts, continuously nurtures leads, and keeps your CRM system accurately updated.

Boost your customer relationship management efficiency with this workflow. Whenever a new contact is sent from your Tidio chatbot, your Zoho CRM records are immediately updated with the latest information. This seamless connection between Tidio and Zoho CRM streamlines your communication efforts, continuously nurtures leads, and keeps your CRM system accurately updated.

  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/Update Module Entry

    Create or update module entries

    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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zoho-crm logo

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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