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Adding a Zoho CRM Bot

Kore.ai provides integration for a built-in Zoho CRM Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Zoho CRM Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Zoho CRM, and the notification messages that you want. This topic describes the Zoho CRM built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.

About the Kore.ai Bot for Zoho CRM

DIYZOHOCRMLogoZoho CRM is an on-demand Customer Relationship Management software for managing your customer relations in a better way. This software helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category.

 

Configuring Zoho CRM 

To configure web service tasks, you need to add the Zoho CRM Bot from the Kore.ai Marketplace tab in the Kore.ai application, and then setup the task.

To setup a Zoho CRM task, click Connect to Zoho CRM, enter the AUTH Token, for example, yetbzqymxxjeanhbcedypw, and then press Enter.

After you are connected, you can perform tasks for Zoho CRM directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Zoho CRM.

The following table describes Zoho CRM tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Open Leads By Zip Code In the Perform Task dialog, enter a Zip Code.
In a space room, you can enter the @zoho leadsbyzip Bot command to invoke and configure this task.
Update Contact In the Perform Task dialog,

  • search for a Contact
  • optionally enter an Email address
  • optionally enter a Mobile number
  • optionally search for an Account
  • optionally select a Lead Source
  • and then optionally enter a Title.

In a space room, you can enter the @zoho updatecontact Bot command to invoke and configure this task.

Update Lead In the Perform Task dialog,

  • search for a Lead
  • optionally enter a Company
  • optionally enter an Email address
  • optionally enter a Mobile number
  • optionally enter a Title
  • optionally select a Lead Source
  • optionally select a Lead Status
  • and then optionally enter a Skype ID.

In a space room, you can enter the @zoho changelead Bot command to invoke and configure this task.

Create Potential  In the Perform Task dialog,

  • enter a Potential Name,
  • search for an Account
  • select a Stage 
  • select a Closing Date
  • optionally enter a Probability
  • optionally select a Lead Source
  • and then optionally enter an Amount.

In a space room, you can enter the @zoho newpotential Bot command to invoke and configure this task.

Convert Lead In the Perform Task dialog, search for a Lead.
In a space room, you can enter the @zoho convertlead Bot command to invoke and configure this task.
Add Note to Lead In the Perform Task dialog,

  • search for a Lead
  • and then enter a Note.

In a space room, you can enter the @zoho addleadnote Bot command to invoke and configure this task.

Add Note to Potential  In the Perform Task dialog,

  • search for a Potential
  • and then enter a Note.

In a space room, you can enter the @zoho addpotentialnote Bot command to invoke and configure this task.

Add Lead In the Perform Task dialog,

  • enter the Last Name
  • enter a Company
  • enter the First Name
  • optionally enter an Email address
  • optionally enter a Mobile number
  • optionally enter a Title
  • optionally select a Lead Status
  • optionally select a Lead Source
  • and then optionally enter a Skype ID.

In a space room, you can enter the @zoho newlead Bot command to invoke and configure this task.

Add Contact In the Perform Task dialog,

  • enter the Last Name
  • optionally enter the First Name
  • optionally enter an Email address
  • optionally enter a Mobile number
  • optionally search for an Account
  • and then optionally select a Lead Source.

In a space room, you can enter the @zoho addcontact Bot command to invoke and configure this task.

Convert Lead to Potential In the Perform Task dialog,

  • search for a Lead
  • enter a Potential
  • select a Closing Date
  • select a Stage
  • enter an Amount.

In a space room, you can enter the @zoho convertleadpotential Bot command to invoke and configure this task.

 

You can also setup message notifications to your Kore.ai account using a Zoho CRM web service. Click , click Get notified when…, and then click one of the following Zoho CRM web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Contact Updates In the Setup Task dialog,

  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Lead Updates In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
New Potential In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Deal Lost In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Deal Won In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section

 

Next Steps

After Zoho CRM is configured as web service, when any of the events occur in Zoho CRM, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

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