Using Zoho CRM to attract, retain, and satisfy customers to grow your business. The core of Zoho CRM’s functionality is lead and contact management. This article shows you how to connect Zoho CRM with BotStar through Zapier and Integromat.
This tutorial will show you how to integrate your BotStar chatbot with Zoho CRM app.
There are two methods to integrate BotStar App with Zoho CRM:
Here's a diagram of BotStar and Zoho CRM integrations:
The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relation Management). As shown in the diagram above, when a BotStar bot receives user input:
Zapier can create automations between apps by using Triggers and Actions. Trigger is the event in an app that starts the Zap. Action is the event that complete a Zap.
Integromat works by linking together your BotStar App and Zoho CRM by their corresponding modules to create a scenario that will transfer and transform your data automatically for you. Every time a trigger runs or an action performs a task, it is considered one operation.
BotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User. For more information, please see Zapier and Integromat before continuing this tutorial. In just a few minutes and without coding, Zapier and Integromat support you to integrate BotStar and Zoho CRM easily.
Note: This tutorial assumes that you already have BotStar account, Zapier account, Integromat account and Zoho CRM.
Connect to Zapier
This tutorial will guide you to use prebuilt Zap Template: "Add new Zoho CRM contacts for all new BotStar subscribers". Zap Templates are the fastest way for you to automate workflows.
After the successful integration, data in Zoho CRM app is updated whenever a user enter information about their contact. The result will be as below:
Users enter their information when chatting with bot:
The conversation on Facebook Messenger
Here is a list of contacts in Zoho CRM:
Corresponding result in Zoho CRM
Setting up the integration
Enable Zapier in BotStar
Go to Connect > Integrations in your Bot and enable Zapier. Then choose a Zap Template you want to use and click Use this Zap
Select BotStar Trigger New Subscriber and click Continue
Link the bot
If you don't have any an existing account chatbot, click Connect an Account to create a new one. All your connected accounts will show up here, choose one of your chatbot and click Connect. You can also select from an existing account.
Next press Test button to test your connection, it will be turned into a green Success button. Then cick Save + Continue
Pick a sample
Pick a sample to set up your Zap
Select Zoho CRM Action Create Contact and click Continue
Verify your account
You need to allow Zapier to access your Zoho CRM account. Click on Yes, Continue
Then choose a Zoho CRM account, press "Test" button and it will turn into a green "Success" button. After that, click Save + Continue.
Setup Template for Zoho CRM
Match the sample information from New Subscriber to the columns in the table
Test Zoho CRM
After setting up the template for Zoho CRM, the application requests you finally test.
Test was successful as shown below:
Turn on your Zap
Finally, toggle the ON/OFF button to ON. Your Zap will run automatically from now ON until you turn it OFF.
Congratulations! Finally, you completed the integration between your chatbot and Zoho CRM application. Now, you can test the success of integration by chatting with bot and see the result of successful integration. Also, you can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page or you can edit directly as shown below
Connect to Integromat
In this tutorial, we will guide you step-by-step to integrate your chatbot with Zoho CRM through Integromat application by using Save to Checkpoint action to create deal.
Set up Checkpoint
In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Zoho CRM.
The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to Zoho CRM. If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial.
After completing the connection between your chatbot and Zoho CRM application. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to create deal and test the integration.
The conversation on Facebook Messenger
The result should look like this:
Setting up the integration
Find service - Webhooks
After logging into Integromat, click on Create a new scenario
Then type in Webhooks on search bar and click Continue at the top right
Choose a webhook type
Select a Webhook type, choose Custom Webhook. When this webhook gets triggered, this scenario will start.
Then create a new webhook by clicking on Add button
When you click save, you get the webhook that you are going to use in BotStar App. Copy the link that Integromat generates. At the same time, Integromat will wait for data that you send to a created link to structure data to identify the fields that will be returned to the next integrated module in the scenarios.
Enable Integromat in BotStar
In BotStar App, go to Connect > Integrations and enable Integromat. After that, select an event type you want to receive data back and paste the link from Webhook into Endpoint, then save it.
Create Sample Checkpoint
Then press "Preview" to test your bot so Integromat can understand the data structure from BotStar.
Check Webhook operation
Go back to Integromat, you will see that the data structure is successfully determined as shown below
Connect Zoho CRM
Next in the Integromat, find and select Zoho CRM as the next app to save data from BotStar. Click Add another module and find Zoho CRM
Then select action type. To create deal, choose Create object
Fill in sample information
Select the data fields corresponding to the columns in the Zoho CRM so that the data returns correctly with the selected order.
Add Directive to solve errors
To handle the error data and help the flow avoid interruption while running, right-click on the Zoho CRM application and select "Add error handler".
Then select Directives as Ignore so that Integromat will ignore the error data while receiving.
Here is an overview of a scenario in Integromat extracting data from BotStar to Zoho CRM via Integromat as the picture below. Click on the Save button, then click on Run once button in the lower left corner to test data before activating this scenario.
After completing the above steps, enable Scheduling and select Immediately to trigger the scenario and extract data from BotStar to Zoho CRM immediately.
Done! Now you can chat with bot to test the integration and see the result of successful integration