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Zoho CRM

You can integrate Zoho CRM with Yellow.ai to allow syncing of customer data, and improve customer engagement. This integration enables you to effortlessly create, update, and search for records within various modules of Zoho CRM.

note

Yellow.ai supportes integration with both Zoho CRM and Zoho SalesIQ.

Supported Zoho CRM actions with Yellow.ai​

ActionDescription
createRecordCreates a record in the integrated Zoho CRM account. The following are the modules in which records can be created:
1. Home
2. Leads
3. Contacts
4. Accounts
5. Deals
6. Tasks
7. Events
8. Activities
9. Invoices
10. SalesInbox
11. Campaigns
12. Vendors
13. PriceBooks
14. Cases
15. Solutions
16. Documents
17. Forecasts
18. Visits
19. Social
20. Notes
21. Attachments
22. Actions Performed
updateRecordUpdates a record in the integrated Zoho CRM account in the following modules:
1. Leads
2. Contacts
3. Accounts
4. Deals
5. Tasks
6. Events
7. Activities
8. Invoices
9. SalesInbox
10. Campaigns
11. Vendors
12. PriceBooks
13. Cases
14. Solutions
15. Documents
16. Forecasts
17. Visits
18. Social
19. Notes
searchRecordFetches a particular record in the integrated Zoho CRM account in the following modules:
1. Leads
2. Contacts
3. Accounts
4. Deals
5. Tasks
6. Events
7. Activities
8. Invoices
9. SalesInbox
10. Campaigns
11. Vendors
12. PriceBooks
13. Cases
14. Solutions
15. Documents
16. Forecasts
17. Visits
18. Social
19. Notes

Connect Zoho CRM with Yellow.ai​

Prerequsites:

  1. An active Zoho CRM account
  2. An active yellow.ai account.

To connect your Zoho CRM account with Yellow.ai, follow the these steps:

Add accounts only in the development or staging environment. You can access the connected accounts in the Live/Production environment.

  1. On the left navigation bar, go to Extensions > Integrations.

  2. Navigate to CRM > Zoho CRM. Alternatively, you can use the Search box to find the integration app.

  3. In Give account name provide a unique name only lowercase alphanumeric and underscore is supported) for the integration and click Connect.You'll be prompted to sign-in to your Zoho CRM account.

  1. Once you have signed-in, click Accept to authorize Yellow.ai to access Zoho CRM.

  2. You can add up to 15 accounts. To add another Zoho CRM account, click on Add account and follow the steps mentioned above.

Use actions in bot conversations​

To carry out a certain action in your Zoho CRM account, follow these steps:

  1. Go to Automation and create a flow based on your requirement.

  2. In whichever point you want the bot to access Zoho CRM, inlcude the Zoho CRM node. For that drag the node connector, go to Integrations > Zoho CRM.

  3. In the Zoho CRM node, fill the following:

  • Account name: Choose the Zoho CRM account. If you have only one account, the account name is automatically populated. If you have multiple accounts, the first account added is auto-populated. Select the one you want to use at that moment.
  • Action: Choose the action to be performed.
  • Select Objects: Choose the Zoho CRM module in which the chosen action should be performed.
  • Depending on the selected object, the corresponding fields will be shown. To fill those fields, you need to collect it as an input from users beforehand. Construct the flow accordingly and store the data in variables. These variables will then be passed in those fields.
  1. Each Zoho CRM action returns a response as a JSON object. Store that response in an object variable and to extract the required information from the payload, pass that variable in a message node to display that response to the end user.

For example, if you receive the following response, you can use this syntax {{{variables.variablename.data.0.Owner.name}}} to display only the account owner's name.

{
  "data": [
    {
      "Owner": {
        "name": "Bhaskar K",
        "id": "231200000000180001",
        "email": "[email protected]"
      },
      "Company": null,
      "Email": "[email protected]",
      "$currency_symbol": "$",
      "id": "231200000000321003",
      "$approved": true,
      "Created_Time": "2021-10-05T11:52:54+05:30",
      "Created_By": {
        "name": "Bhaskar K",
        "id": "231200000000180001",
        "email": "[email protected]"
      },
      "First_Name": "Bhaskar",
      "Full_Name": "Bhaskar K",
      "Modified_By": {
        "name": "Bhaskar K",
        "id": "231200000000180001",
        "email": "[email protected]"
      },
      "Phone": "9087654321",
      "Modified_Time": "2021-10-05T11:52:54+05:30",
      "$converted_detail": {},
      "$approval_state": "approved"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 1,
    "page": 1,
    "more_records": false
  }
}