Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to Zoho CRM Bot does
The Bot transfers data to the selected Zoho record based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Export to Zoho CRM Bot
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Zoho record of your choice.
Export Custom Values to Export to Zoho CRM Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Zoho account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant Zoho records.
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 document fields and tell the Bot to export the data when these fields have been filled out.
Get your data exported 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 data will be transferred to the selected Zoho table or entity.
Try pre-built workflows to experience the Export to Zoho CRM Bot in action
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Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation.
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Service Request Details
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
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Refund/Return Request
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
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Website feedback survey
The Website feedback survey Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Other Bots often used with the Export to Zoho CRM Bot
Eliminate repetitive activities without a single line of write code
Implement Export to Zoho CRM Bot
Start a new Flow and import forms or generate templates right on the platform to activate the Bots option. Find and choose an appropriate software robot from the list.
Configure it
Open the Bot setup. Fill out all of the required fields to modify general and advanced options. Consider determining activation conditions to protect yourself from false activations (you can include several conditions).
See how it works
Execute the workflow and discover the outcomes. Ensure the software robots are operating correctly. If something doesn’t work, look into the Bots log to fix the errors and run your Flow once more.
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