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Export to Zoho CRM Bot

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Export to Zoho CRM Bot

Export to Zoho CRM Bot

Name: Export to Zoho CRM Bot
Brand: airSlate
Rating: 4.8 (24 reviews)

Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to your Zoho records with the Export to Zoho CRM Bot.

What the 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

Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Zoho record of your choice.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 74 Templates
Used in 33 Workspaces
Installed 484 times in the last 30 days
98% success rate

4.8 out of 5

(24 votes)

You’ve already rated this bot

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

Map fields in a document with data in your system of record

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 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 document fields and tell the Bot to export the data when these fields have been filled out.

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

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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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.