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Create Zoho CRM Records Bot

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Create Zoho CRM Records Bot

Create Zoho CRM Records Bot

Streamline your business processes with the Create Zoho CRM Records Bot. Use the Bot to automatically create records based on data added to a document. No need for coding or manual data entry.

What the Bot does

The Bot creates a Zoho record by transferring data from a document to the corresponding fields in a record based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically create a new contact, product, or order in Zoho based on the collected information from your contact form, order form, refund form, and others.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 138 Templates
Used in 46 Workspaces
Installed 302 times in the last 30 days
100% success rate

4.8 out of 5

(24 votes)

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Get your automated workflows up and running in minutes with the Create Zoho CRM Records Bot. No coding required.

Map fields in a document to the fields of your system record’s entity

Configure Bot settings

First, connect to your Zoho account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new record.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.

View the Bots log or use tags to check if the Bot ran successfully

Get a new record created in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new Zoho record.

Try pre-built workflows to experience the Create Zoho CRM Records Bot in action

Item Purchase Request

Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.

Learn more

Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

Learn more

New Contact

The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.

Learn more

Online Order

The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.

Learn more

Other Bots often used with the Create Zoho CRM Records Bot

Pre-fill from Zoho CRM Records

Update Zoho CRM Records

Export to Zoho CRM Bot

Delete Flow Bot

Pre-fill from Another Flow Bot

Redirect Recipients to Website

Speed up repetitive tasks without having to code

Employ Create Zoho CRM Records Bot

Start creating a new Flow and transfer forms or create templates right on the platform to enable the Bots option. Choose an appropriate software robot from the list.

Set it up

Open up the Bot setup menu. Fill out all of the required fields to customize general and advanced settings. Don’t forget about determining activation circumstances to avoid false activations (you can add a few circumstances).

Figure out the way it operates

Execute the workflow and check the results. Ensure that the software robots are operating correctly. If something doesn’t work, check the Bots log to fix the mistakes and execute your Flow again.