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Beyond-Bot.ai + zoho
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to zoho.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in zoho.
Trigger Workflows
Start automated workflows in zoho based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within zoho.
Zoho Convert Zoho Lead
Converts a lead into a contact, account, and optionally a deal in zoho crm.
Zoho Create Zoho Record
Creates new records in a specified module in zoho crm.
Zoho Create Zoho Tag
Creates new tags in zoho crm.
Zoho Get Zoho Records
Retrieves records from a specified module in zoho crm.
Zoho Update Related Records
Associates or updates relationships between records across different modules in zoho crm.
Zoho Update Zoho Record
Updates existing records in a specified module in zoho crm.