Overview
Contacts your AI Chatbot collects go straight into the Zoho CRM Leads module, so sales follows up from the CRM they already use instead of a chat log.
Leads are matched by email: a visitor who comes back and leaves their details again updates their existing lead rather than creating a duplicate.
What you can do
These are the jobs the integration is built for.
Capture leads around the clock
The AI agent answers questions and collects contact details while your team is offline.
Keep leads deduplicated
A returning visitor updates the same lead instead of adding a new one.
Let your Zoho CRM rules run
New leads go through the assignment rules and workflows you already set up in Zoho CRM.
Set up
Connect Zoho CRM from the Integrations tab in your AI Chatbot widget. Collect Contacts is the action it runs.
- Open your AI Chatbot widget, go to the Integrations tab, and choose Zoho CRM.
- Click Add Skill under Collect Contacts. Sign in to Zoho CRM in the window that opens.
- Review the skill. When a visitor submits the form, the agent creates or updates a lead in Zoho CRM.
Connected apps and their status are listed in Integrations in your widget, where you can disconnect access at any time.
Requirements
- An AI Chatbot widget with the Collect Contacts skill enabled.
- A Zoho CRM account with API access and permission to create leads.
