{"id":8586,"date":"2023-08-04T09:53:38","date_gmt":"2023-08-04T04:23:38","guid":{"rendered":"https:\/\/www.smatbot.com\/blog\/?p=8586"},"modified":"2025-03-10T08:19:54","modified_gmt":"2025-03-10T08:19:54","slug":"how-to-integrate-your-chatbot-with-zoho-using-smatbot","status":"publish","type":"post","link":"https:\/\/www.smatbot.com\/blog\/how-to-integrate-your-chatbot-with-zoho-using-smatbot\/","title":{"rendered":"How to Integrate your chatbot with Zoho using SmatBot?"},"content":{"rendered":"\n

Chatbot and Zoho CRM integration will help you boost your sales game. With this integration, you can streamline your interactions with customers, automate time-consuming tasks, and close deals faster than ever before. <\/p>\n\n\n\n

So, if you\u2019re looking for ways to integrate your chatbots with Zoho, this guide is all you need.<\/p>\n\n\n\n

In this tutorial, we\u2019ll walk you through the steps to integrate your chatbot with Zoho using SmatBot. <\/p>\n\n\n\n

Now, let me give you a quick overview of SmatBot:<\/p>\n\n\n\n\n\n\n\n

SmatBot is your one-stop platform for all chatbot solutions. SmatBot is everywhere, whether it is Facebook, WhatsApp, Instagram, your website, or a landing page, allowing you to automate your communication.<\/p>\n\n\n\n

It is a powerful and leading AI chatbot-building platform that can help you quickly develop a customizable chatbot that you can easily integrate with Zoho CRM. <\/p>\n\n\n\n

The best thing about SmatBot is that it is a no-code, beginner-friendly platform that doesn\u2019t require any coding knowledge to use.<\/p>\n\n\n\n

So, without wasting any more time, let\u2019s discuss the steps.<\/p>\n\n\n\n

Here are the steps to integrate your chatbot with Zoho using SmatBot<\/h2>\n\n\n\n

Follow the below-mentioned steps to integrate a chatbot with Zoho CRM using SmatBot.<\/p>\n\n\n\n

Step 1: <\/strong>Log in to the SmatBot Dashboard<\/h3>\n\n\n\n

Visit \u201chttps:\/\/www.smatbot.com\/<\/a>\u201d and click on the \u201cLogin\u201d option.<\/p>\n\n\n\n

\"step<\/figure>\n\n\n\n

Note:<\/strong> If you are visiting SmatBot for the first time, then you will need to sign up first and create a chatbot. <\/p>\n\n\n\n

You can refer to this tutorial <\/a>to build a chatbot with SmatBot.<\/p>\n\n\n\n

Or, you can skip this step and move directly to the next step if you have already created your chatbot with SmatBot.<\/p>\n\n\n\n

Step 2: <\/strong>Open your Bot<\/h3>\n\n\n\n

Once you enter the dashboard, you will find the chatbot that you created earlier. Open it.<\/p>\n\n\n\n

\"step<\/figure>\n\n\n\n

Step 3:<\/strong> Go to Triggers and Navigate to the CRM Integration Section.<\/h3>\n\n\n\n

Here, you will find multiple options, but you just need to click on the \u201cTriggers\u201d option. <\/p>\n\n\n\n

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This will redirect you to the next window, where you will need to select the \u201cCRM\u201d option.<\/p>\n\n\n\n

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Step: 4 <\/strong>Select Zoho CRM and Connect your Account.<\/h3>\n\n\n\n

Once you click the CRM option, you will get a list of different CRM platforms like Salesforce, Zoho, Hubspot, etc. Here, you will need to pick \u201cZoho\u201d and click on the \u201cConnect an Account\u201d button.<\/p>\n\n\n

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Step 5: <\/strong>Accept The Permissions<\/h3>\n\n\n\n

After clicking on the \u201cConnect an Account” button, a popup window will open up, asking you to accept the required permissions. By accepting these permissions, you allow SmatBot to access your Zoho account data.<\/p>\n\n\n

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\"step<\/figure><\/div>\n\n\n

Congratulations! You have successfully connected SmatBot with your Zoho account.<\/p>\n\n\n\n

Step 6:<\/strong> Set Up The Triggers<\/h3>\n\n\n\n

The next step is to set up the triggers and assign the chatbot conversations to the respective CRM fields. For this, you will need to click on the \u201cTriggers\u201d icon, then navigate to the \u201cCRM\u201d tab, and finally click on the \u201cContinue\u201d button.<\/p>\n\n\n

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\"step<\/figure><\/div>\n\n\n

Step 7: <\/strong>Create a Custom Object<\/h3>\n\n\n\n

Now, you will be redirected to the next window, where you will need to select the ‘Create Custom Object’ option and click on the \u201cContinue\u201d button to push the leads to your respective Zoho Objects or modules. <\/p>\n\n\n\n