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Hi everyone, could someone assist me with setting up a callin.io AI Chat Bot to integrate with my ZOHO CRM? I'm a bit unclear on the lead creation process, so a step-by-step guide would be greatly appreciated.
Posted : 04/08/2025 8:31 am
Hi,
Welcome to the Community.
To connect your callin.io AI Chat Bot to ZOHO CRM, create a callin.io account if you haven't already. Then, make a new Zap with your AI Chat Bot as the trigger (for example, "New Message") and ZOHO CRM as the action (for example, "Create Lead"). Map relevant fields like name and email, test the Zap to ensure it works, and turn it on. If you run into any issues, feel free to ask for help!
Posted : 13/03/2025 12:00 am