> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quick.bot/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Connect your QuickBot with Zoho CRM to manage leads, contacts, and customer relationships

# 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.

## Setup

### 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

### 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

## Actions

### Create Lead

Automatically create new leads with:

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

### Create Contact

Add new contacts to your CRM with:

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

### Update Records

Modify existing CRM records:

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

### Search Records

Find existing records by:

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

## 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

## 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

## 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