What integrations have been accommodated in this bot?

• Google Calendar- to hold scheduled call dates
  
• Zoho CRM- to record visitor details
  

The Scenario:

1. Configure options for the three different actions specified
   
2. Create connections with Google Calendar and Zoho CRM
   
3. Associate functions to perform these actions 
   

Handlers used:

Trigger Handler:

Message Handler:

Context Handler:

What does this Zobot do?

1. If the visitor chooses Zoho Enquiry or the Support option, it demands a bunch of details like the company size, customer name, email address and contact number.

2. When the email address is acquired, a welcome email is sent to the respective address saying that the visitor has been added to the mailing list.

3. Similarly, when all the required details are acquired, it asks the visitors if they want to schedule calls with representatives and when they agree, it schedules calls.

4. When the schedule a call option is chosen by visitors, it requests visitor details and then brings up a calendar along with preset times and lets them pick a slot according to their convenience. Then, the details about the scheduled call are saved to the integrated Google Calendar connection.

1. /* Add event to google calendar */ 
   
2. 
   
3. _date = value.getYear().toString() + "-" + value.getDay().toString() + "-" + value.getMonth().toString() + "T" + value.getHour().toString() + ":" + value.getMinutes().toString() + ":" + value.getSeconds().toString(); 
   
4. 
   
5. paramMap={"start":{"dateTime":_date,"timeZone":"Asia/Kolkata"},"end":{"dateTime":_date,"timeZone":"Asia/Kolkata"},'summary':'Call with ' + name + '. Contact Number : ' + phone}; 
   
6. 
   
7. apiresponse = invokeurl
   
8.       [
   
9.          url :" https://www.googleapis.com/calendar/v3/calendars/primary/events "
   
10.          type :POST parameters:paramMap.toString()
    
11.          headers:{'Content-type':'application/json;'}
    
12.          connection:"your connection name"
    
13.       ];
    

5. At the end of the action, all visitor details will be updated to the synced Zoho CRM account.

1. /* Add data to Zoho CRM */ 
   
2. 
   
3. crmdata = zoho.crm.searchRecords("Leads","(Email:equals:" + email + ")",0,0,Map(),"your CRM connection name"); 
   
4. info crmdata;
   
5. 
   
6.       if(!crmdata.isEmpty()) 
   
7.          { // update existing
   
8.                _crmdata = crmdata.get(0);   
   
9.               info _crmdata; 
   
10.               leadid = _crmdata.get("id"); 
    
11.                crmdata = zoho.crm.update("Leads",leadid,{"Last_Name":name},Map(),"your CRM connection name"); 
    
12.          } 
    
13. 
    
14.        else
    
15.         {
    
16.           // create new lead
    
17.           crmdata = zoho.crm.create("Leads",{"Email":email,"Last_Name":name},Map(),"your CRM connection name"); 
    
18.         }
    
19. 
    
20.         leadid = crmdata.get("id"); 
    
21.         info leadid;
    
22.         info apiresponse;
    
23. 
    
24.        if(apiresponse.containsKey("status"))
    
25.        { 
    
26.           status=apiresponse.get("status"); 
    
27.           if("confirmed".equalsIgnoreCase(status)) 
    
28.            {
    
29.             question = {"name":"thanks","replies":{"Thank you.","Your appointment has been scheduled with our Sales rep on " +    slot}}; 
    
30.             response.put("questions",{question}); return response; 
    
31.              } } 
    
32.           question = {"name":"thanks","replies":{"Sorry, please try later"}}; 
    
33.           response.put("questions",{question}); return response;
    
34.       } 
    

Note: