Codeless Bots : Integration Blocks to facilitate integration-related operations
What are Integration blocks?
Integration blocks in the Codeless bot platform can be used to perform integration-related operations like mail subscription, ticket creation, lead creation, etc. These blocks work based on the integration configuration.
Add to Mailing list
This card can add visitors to integrated campaign services like Zoho Campaign and MailChimp. Once the card is activated, the visitor will be added to the mailing list associated with the integrated campaign service.
Associate Lead
- This card will allow the bot to associate a CRM lead to a CRM contact. Once the card is activated, the CRM lead will be converted to a contact inside the integrated CRM service.
- Here, you need to define the input field - the company name and the output field - the lead ID.
- Inside the Advanced error handling section, there are two options - Integration not active and CRM record already exists. This will allow the bot to display an error message when the conditions mentioned above are true.
- This card will allow the bot to associate a contact with the account. Once the card is activated, the CRM contact will be associated to an account inside the integrated CRM service.
- Here, you need to define the output field - the contact ID. The variables that are added in this section will be available in the list of bot context variables.
- Inside the Advanced error handling section, you have the Integration not active option. This will allow the bot to display an error message when the condition mentioned above is true.
Associate Deal
This card will allow the bot to associate contacts with a deal. Once the card is activated, the CRM contact will be associated to a deal inside the integrated CRM service.
Here, you need to define the input fields - stage of the deal to be created, date, amount, contact ID and the output field - Deal ID. The variables that are added in this section will be available in the list of bot context variables.
Inside the Advanced error handling section, you have the Integration not active option. This will allow the bot to display an error message when the condition mentioned above is true.
Associate Ticket
- This card will allow the bot to assign a ticket to a Desk user based on the integration configuration.
- Here, you need to define the input fields - subject, status, priority, classification, department, assignee ID and the output fields - Ticket ID and Ticket Number.
- Inside the Advanced error handling section, you have the Integration not active, Invalid Desk department and Invalid ticket assignee option. This will allow the bot to display an error message when the conditions mentioned above are true.
To learn how to build your bot using the Codeless bot platform, click here.
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
OpenAI Alert - Plug Sample #6: Reach maximum potential with SalesIQ Zobot and ChatGPT Integration
In recent times, AI-powered tools have seen a remarkable surge in usage due to their exceptional capacity to enhance overall performance across diverse industries and sectors. One such tool is ChatGPT which businesses have started to use predominantly
Plug Sample #5 - Read and write values/data in a Google sheet with Zobot
We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price,
Speak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,
Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, please
Hide Zoho SalesIQ chat widget outside operating regions to optimize engagements
Have you ever found yourself in a situation where you're receiving chat requests from locations where your business isn't operational? Having to set routing rules or manually delete chats from your logs can be tedious and time-consuming, hampering your
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.