Zoho CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Use Case

The Zoho CRM integration enables businesses to connect their chatbot with Zoho CRM, facilitating the seamless capture and management of leads, contacts, and customer interactions directly from the chatbot platform.

Pre-requisite

To set up this integration, you'll need:

• A Zoho CRM account

Steps to Enable the Integration

1. Navigate to the “Third-party Integration” Section:

   • In your chatbot platform, go to the settings or integrations section and locate the "Third-party Integration" option.

2. Connect to Zoho CRM:

   • Click on the "Connect" button and choose Zoho CRM from the list of available integrations.

   • Follow the prompts to authenticate and connect your Zoho CRM account.

3. Mapping the Variables:

   • Once connected, you'll see a screen where you can map the chatbot’s answers to the fields of your Zoho CRM.

   • Select bot questions from the "Question" dropdown or manually enter parameter names.

   • Map these questions to parameters in your Zoho CRM. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed using the "Add " button.

   • Click "Save" to activate your integration.

4. Test Your Integration:

   • Open your chatbot and simulate a conversation to create a new ticket in Zoho CRM.

   • Verify that the ticket information is correctly sent to Zoho CRM and reflects accurately in your Zoho CRM account.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Find the Zoho CRM integration and click on it.

3. Click on the "Disconnect" button to disconnect the integration.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper permissions and access rights in your Zoho CRM account to create and manage tickets.

• Contact the support team if you encounter any issues or need further assistance.

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Zoho CRM integration with a chatbot, along with relevant notes and prerequisites.