Connect Quriobot to Zoho CRM
Sending your collected leads from Quriobot to Zoho is easy! All you need to do is create a form in Zoho CRM and connect that data to your Quriobot’s Response connection Form type here’s how to do that:
Step 1: Create and or login to your Zoho account here.
Step 2: Create a web form in Zoho via Settings > Webforms (in this case for leads):
Step 3: Add variables to your Zoho form.
-The last name is mandatory and in this example, only Email was added.
Note: On the next page you will need to add the Form location URL, which can be ‘*’, and the Landing page URL, which can be any website since we will not post this form anywhere as the Quriobot will be its replacement.
Step 4: Copy-paste the embed code to Notepad
Step 5: Create or open your bot with which you want to send your collected leads to Zoho. Make sure you have configured your Variables on the advanced tab and set up your Response Connection Form type and copy-paste the following from the Zoho code snippet to your Quriobot:
-URL: use the form action attribute value (for non-EU customers it will probably be https://crm.zoho.com/crm/WebToLeadForm, and for EU customers it will be https://crm.zoho.eu/crm/WebToLeadForm)
-The names and values of the 4 variables within the area. In this example that’s xnQsjsdp, zc_gad, xmIwtLD, and actionType - these are needed to connect the data to your Zoho account.
-The variables with the actual lead data, which in this example means Last Name and Email
Copy-paste the values Into your Quriobot Response Connection Form type:
Results: Your lead data is sent straight to Zoho!