Zoho CRM

Create a contact record on your Zoho CRM.

Available on the STARTER plan and above.

Zoho CRM integration allows you to create a new contact record in your Zoho CRM account by mapping the information collected by the chatbot with the contact fields in your CRM.

Connect your account

Connect your Zoho CRM account by authorizing the access and choosing the account from the list. Zoho's authorization will open in a new window. Please make sure that you have not blocked the pop-up window from opening.

Map the fields:

You can map the Zoho CRM fields with the variables defined in the bot builder. This way, whatever values stored in WotNot's variables will be mapped against the Zoho fields that you choose here.

The maximum number of fields you can map is capped at 50

Define next steps

Every Zoho CRM action block will have two outcomes - Success or Failure.

You can define the success and failure actions as per your need.