Gallabox Docs
ChangelogHow To GuidesAPI DocsStatus pageVisit our websiteFeedback
Gallabox Docs
Gallabox Docs
  • Welcome to Gallabox Docs
  • 🆕Get Started
    • Pre-requisites
    • Signup
    • Explore Demo Account
    • Activate Free Trial
  • ✅Connect WhatsApp Channel
    • Connect your WhatsApp
    • Meta Business Verification
    • Apply for WhatsApp Blue Tick
    • Migrate to Gallabox
    • Messaging Limits & Quality Ratings
    • Gallabox Account Setup FAQs
  • 🈁CONVERSATIONS
    • Gallabox Conversations Glossary
    • Team Inbox
    • Initiate a New Chat
    • Compose Box
    • Inboxes
    • Manage Inbox
    • Views
    • Efficiently using inbox
    • Gallabox Conversations FAQs
  • 📘CONTACTS
    • Gallabox Contact Glossary
    • Add Contact
    • Contact Segments
    • Contact Management
    • Contact Updation
    • Contact Deletion
    • Export Contacts
    • Marketing Opt-In
      • Marketing opt-in on contact creation
      • Marketing opt-in Handling Methods
      • Marketing opt-out Management
  • 🤖BOTS
    • Gallabox Bot Glossary
    • Things to know before building your first bot
    • Bot Essentials
    • Bot in Gallabox
      • Create a Bot using AI
      • Create a Bot using Bot Templates
      • Create a Bot from Scratch
    • Flow in the Bot
      • AI Based Flow
      • CTWA Ad Based Flow
    • Send Card
      • Send Text
      • Send Media
      • Send Collection
      • Send Products
      • Send Voice
      • Send Template
      • Send Form
      • Send Location
      • Send Payments
    • Ask Questions
      • Ask Text
      • Ask Number
      • Ask Phone
      • Ask Email
      • Ask Date
      • Ask Location
      • Ask Address
      • Ask URL
      • Ask File
      • Ask Button Option
      • Ask List Option
      • Ask Keyword Option
      • Ask Collection List
      • Ask Form
      • Ask Payments
    • Bot Utilities
      • Send Button Option
      • Send List Option
      • Delay
      • Condition
      • Set Variable
      • Jump to
      • Switch
      • AI node - GPT Dialog
      • AI node - GPT Knowledge Base
      • Working hours
      • Hint
      • Wait for order
    • Bot Actions
      • Assign Conversation
      • Unassign Conversations
      • Resolve Conversations
      • Update Conversation Fields
      • Update Contact Fields
      • Update Company Fields
      • Push to Sequence
      • Add Note & Mention
      • Conversion Events
    • Bot Connectors
      • Connect your system with the WhatsApp chat bot using API
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Send payment links via WhatsApp chatbot using Razorpay integration
      • Send your WhatsApp data to Zoho CRM using Chatbot
      • Connect Shopify and WhatsApp to collect orders using chatbot
      • Send your WhatsApp data to HubSpot using Chatbot
      • Send your WhatsApp data to Zoho Bigin using Chatbot
      • Send your WhatsApp data to Leadsquared using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in Gallabox Chatbot
      • Zoom WhatsApp Integration - How to enable webinar registration on WhatsApp
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send payment links via WhatsApp chatbot using PhonePe
      • Send Payment links via WhatsApp Chatbot using Stripe
      • Enhance Chatbot with ElevenLabs AI Voice Synthesis
      • Send your WhatsApp data to Pipedrive CRM using Chatbot
      • Send your WhatsApp data to PetPooja using Chatbot
    • Set up Default Bot
    • Bot Management
    • Gallabox Bot FAQs
  • 🔊BROADCAST
    • Gallabox Broadcast
    • Select Template
    • Select Audience
    • Review and Send Broadcast
    • Broadcast Analytics and Report
    • Gallabox Broadcast FAQs
  • 🔢WHATSAPP DRIP CAMPAIGNS
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Setup
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • Gallabox WhatsApp Drip Marketing FAQs
  • 📈AD CAMPAIGNS
    • CTWA in Gallabox
    • Create your Campaign
    • Click To WhatsApp Analytics
    • CAPI Integration
    • Gallabox CTWA FAQs
  • 🛒WHATSAPP SHOP
    • Gallabox WhatsApp Shop Overview
    • Connect the Catalog with Meta
    • Connect Catalog with Gallabox
    • WhatsApp Order Summary
    • Gallabox WhatsApp Shop FAQs
  • 🪙PAYMENTS
    • Gallabox Native Payments Overview
    • Establish Connection
    • Sending Payment Links
    • Tracking Payments
    • Gallabox Native Payment FAQs
  • 🔃WhatsApp Forms
    • Gallabox WhatsApp Forms Overview
    • Create WhatsApp Forms
      • Create WhatsApp Forms in Gallabox
      • Create WhatsApp Forms with Template Builder
      • Create WhatsApp Forms using JSON
    • Sending a WhatsApp Form
      • Send WhatsApp Form in a Message Template
      • Send WhatsApp Form in a Bot
    • Receiving Response of WhatsApp Forms
    • Best Practices for WhatsApp Forms
    • Gallabox WhatsApp Forms FAQS
  • ℹ️WHATSAPP CHANNEL
    • Channel Settings
    • Manage your Connections
    • Widget for your website
    • Configuration Message Settings
    • WhatsApp Magic Link
    • Block List
    • User Mapping
    • Assignments Rules
    • Compliance Info
    • Account Profile Info
    • WhatsApp Channel FAQs
    • WhatsApp Business API Errors
  • 🚧INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Shopify Template Variables for WhatsApp Messages
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
      • Shopflo
    • Customer Relationship Management (CRM) Systems
      • HubSpot
        • Workflows for HubSpot
      • Kylas
        • Workflows for Kylas
      • Zoho CRM & Signals
        • Workflows for Zoho
      • Leadsquared
        • Workflows for LeadSquared
      • Sangam
      • Pipedrive
      • Odoo
    • Shipping and Logistics
      • ShipRocket
        • Workflows for ShipRocket
      • Shipway
        • Workflows for Shipway
    • Payment Gateways
      • Cashfree
        • Workflows for Cashfree
      • Razorpay
        • Workflows for Razorpay
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • WebEngage
        • WebEngage WhatsApp Campaigns
      • MoEngage
      • Facebook Leads
        • Send Automated Messages on WhatsApp to Facebook Leads
        • Send Sequence of Messages to Facebook Leads
      • CleverTap
      • Fyno
    • Other Integrations
      • Generic Webhooks
      • Google Sheets
      • Pabbly
      • Zapier
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Calendly
        • Workflows for Calendly
      • Miitel
    • Gallabox Integration FAQs
  • ⚙️ACCOUNT MANAGEMENT
    • Account Essentials
    • User Details
    • User, Teams, and Roles
    • Account Details
  • 💰Pricing & Billing Modules
    • Conversation Pricing
    • New Per-Message Pricing — Effective July 1, 2025
    • Message Credits
    • Billing & Subscriptions
    • FAQs
  • 🚾Web-Chat Channel
    • Web-Chat Channel
  • 🧰Basic Modules
    • WhatsApp Templates
      • Template Creation and Editing
      • Re-write with AI
      • Custom Marketing and Utility Templates
      • Product Marketing Templates
      • Authentication Templates
      • Limited-Time Offer Templates
      • Order Details Template
      • Coupon Code WhatsApp Template
      • Carousel Template
      • WhatsApp template URL tracking
      • FAQs - WhatsApp Template Messages
    • Contact Fields
    • Conversation Fields
    • Tags
    • Message Tracker
    • Canned Responses
  • 🔒Account Security Features
    • Allowed IPs
    • Activity Log
    • Two Factor Authentication
  • 👨‍💻DEVELOPER RESOURCES
    • API Key and Secret
    • API Docs
    • Webhook
    • Conversation Widget
  • 📊REPORTS & ANALYTICS
    • Dashboard
    • WhatsApp Failed Messages
    • WhatsApp Notification Messages
    • Conversation Report
  • Privacy and Security
    • Data Security and Infra
    • Subprocessors
    • Data Processing Agreement
  • 👾EXTRAS
    • WhatsApp Business API - Unsupported Messages
    • Understanding Message Delivery Issues on WhatsApp
    • WhatsApp’s New Per-user Messaging Limits
  • Frequently Asked Questions
Powered by GitBook
On this page
  • Overview
  • Connect Zoho CRM
  • Using the Zoho Connector
  • Create or Update Lead
  • Create One Lead
  • Dynamic Module for Zoho
  • Get record (Dynamic Module)
  1. BOTS
  2. Bot Connectors

Send your WhatsApp data to Zoho CRM using Chatbot

Experience a smooth integration journey with Zoho CRM IN or COM through the Zoho Connector. Take advantage of actions such as creating or updating leads, dynamic modules, and record retrieval.

PreviousSend payment links via WhatsApp chatbot using Razorpay integrationNextConnect Shopify and WhatsApp to collect orders using chatbot

Last updated 1 month ago

Who can use this Card?

  • Gallabox Users having permission to either build and deploy bots or manage bots.

  • Available on Scale and Pro Plans.

Overview

Embark on a seamless integration journey with Zoho CRM, tailored to your specific domain – Zoho CRM IN or Zoho CRM COM. Explore the variety of actions offered by the Zoho Connector, from creating or updating leads to dynamic modules and record retrieval.

Connect Zoho CRM

  1. Choose the connector (Zoho CRM IN if you have .in domain or Zoho CRM COM if you have .com domain). We will go ahead with ZOHO CRM IN.

  1. After you click on the connector, it will list the actions that are possible with Zoho Connector - Create or Update Lead, Create One Lead, Dynamic Module, and Get Record (Dynamic Module). Choose the action you want to perform and you will be asked to create Connection or Use the connection already created.

  1. Clicking on Create Connection will open a pop-up to sign in to your Zoho account or if you are already signed in, it will ask you the permission to use your Zoho account. Once you sign in, you have to provide the access to Zoho. Once you click on Accept, the Gallabox will have access to Zoho and an connection will be created as shown in below screenshot.

  1. You can see the connection created under Select Existing Connection. You have to click on Connect and you will be redirected to edit the action.

Using the Zoho Connector

Create or Update Lead

  1. Go to Zoho Connector click on Action - Create or Update Lead. Select the connection you created before to edit the Action as shown in the below GIF.

  1. The mandatory fields are Last Name and company to either create or update a lead in Zoho. In the Company field, you can pass your company's Name.

  1. For the optional fields, you can choose from the list. To provide you the clarity, we will take email and marketing opt-ins. Once you have done selecting the value or the variables, click on Save.

  1. Below is the sample flow where the Zoho Connector is the fourth card in the chat-flow. You can also move the Zoho Connector at the start of the chat-flow.

Make sure to add the right variables as values for all the fields as per the GIF and Zoho Fields.

Create One Lead

  1. Go to Zoho Connector click on Action - Create One Lead. Select the connection you created before to edit the Action as shown in the below GIF.

  2. Apart from the required fields - Last Name and Company, there are 15 optional Fields to push the data for.

  1. Along with the 15 optional fields, if you have created any custom field in your Zoho account and have captured the data for the field, you could find that field in the dropdown of Customer Fields and add a variable that stores the value for that field.

  1. All the details of the customers captured after they interact with the chat-flow will be pushed to the connected Zoho account.

Make sure to add the right variables as values for all the fields as per the GIF and Zoho Fields.

Dynamic Module for Zoho

  1. Go to Zoho Connector click on Action - Dynamic Module. Select the connection you created before to edit the Action as shown in the below GIF.

  1. You have to select the Module (Leads, Contacts, Accounts, or Deals) from Zoho in which you want to create a record. We'll take Leads Module for example.

  1. The record will be captured in the Leads Module after they interact with the chat-flow created.

Make sure to add the right variables as values for all the fields as per the GIF and Zoho Fields.

Get record (Dynamic Module)

  1. Go to Zoho Connector click on Action - Get record. Select the connection you created before to edit the Action as shown in the below GIF.

  1. The Mandatory field is the variable you want to store the value in. You can create a new variable or if you have already created a variable in which you want to store the record of the module, you can choose that from the dropdown.

  1. The record will be captured in the Contacts Module after they interact with the chat-flow created.

Make sure to add the right variables as values for all the fields as per the GIF and Zoho Fields.

With your Zoho CRM connector configured, effortlessly manage leads and dynamic modules. Follow the steps outlined in this guide to ensure accurate data input, whether it's creating or updating leads, creating one lead, or working with dynamic modules. Optimize your Zoho integration by adding the right variables and values, making your chat-flow a powerful asset for efficient customer relationship management.

🤖