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Zoho CRM Integration

The Zoho CRM integration allows your QuickBot to automatically create leads, update contacts, and manage customer data in your Zoho CRM system.

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Setup

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1. Zoho CRM API Setup

1. Log into your Zoho CRM account
2. Go to Setup > Developer Space > APIs
3. Create a new client application
4. Note your Client ID and Client Secret

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2. Configure Authentication

1. Add the Zoho CRM block to your flow
2. Enter your Client ID and Client Secret
3. Complete OAuth authentication
4. Select your Zoho CRM organization

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Actions

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Create Lead

Automatically create new leads with:

• Contact information
• Lead source
• Industry and company details
• Custom fields
• Lead status and priority

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Create Contact

Add new contacts to your CRM with:

• Personal information
• Company details
• Communication preferences
• Custom contact fields

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Update Records

Modify existing CRM records:

• Update lead status
• Add notes and activities
• Modify contact information
• Update deal stages

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Search Records

Find existing records by:

• Email address
• Phone number
• Company name
• Custom field values

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Use Cases

• Capture leads from bot conversations
• Qualify prospects automatically
• Update customer information in real-time
• Track interaction history
• Route leads to appropriate sales teams

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Field Mapping

Map bot variables to Zoho CRM fields:

• Standard fields (Name, Email, Phone)
• Custom fields specific to your CRM
• Multi-select and dropdown values
• Date and currency fields

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Troubleshooting

• Verify OAuth permissions are granted
• Check API rate limits
• Ensure required fields are mapped
• Validate data formats (email, phone, date)
• Review Zoho CRM field permissions