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Zoho CRM Integration

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

Connect WeConnect.Chat with Zoho CRM

  1. Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
  2. Click on More Apps, and you will see the list of Integrations.
  3. Click on Connect button.
  4. Click on Connect button.
  5. Login into your Zoho account in which the responses will be saved will belong to this account.
  6. You will get this pop-up asking for permission. Click on Accept. The pop-up will redirect to the same page.
  7. Click on Configure button
  8. Enable the Push Created Lead to CRM toggle and click on Configure button.
  9. Skip the 1st step, and click Next: Create Contact
  10. In 2nd step, in the Data Source tab click on the change button and you can change the data source.
  11. In the Field Mapping tab, add the field and its values as per your requirement and Click the Save & Close button.

Test the Integration

  1. Go to Conversation of the selected chat interfacemctest1
  2. Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Leads checkbox and the tag is selected and click the Save button.mctest2
  3. Have a complete interaction with your chat interface.
  4. Check your Zoho CRM Contacts section. You should see that the data has been saved.

Disconnect the Integration

  1. Just click on the Disconnect button and your integration will get disconnected.

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