Create Zoho CRM Records Bot

Create Zoho CRM Records Bot

Optimize your business operations with the Create Zoho CRM Records Bot. Utilize the Bot to effortlessly generate records based on information input into a document. Theres no requirement for programming or manual data input.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create Zoho CRM Records 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 the Create Zoho CRM Records Bot
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.
Export Custom Values to Create Zoho CRM Records Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create Zoho CRM Records Bot

Install the Create Zoho CRM Records Bot to automate your document workflows

Start for free

Speed up repetitive tasks without having to code

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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.
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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).
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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.