Working with Zoho CRM blocks
What are system blocks?
System blocks simplify the technical complexities of configuring webhook blocks in GC by offering the same services in the form of reusable blocks, making it easier to build a conversational flow.
A webhook is an action that enables a program to instantly send data to another when specific events are triggered.
This makes it incredibly convenient to perform tasks that require services like Zoho Desk, Zoho CRM, and Zoho Cliq. Instead of creating webhooks from scratch each time you need to access the services, these blocks simplify the process.
Why use system blocks?
- Avoid the hassle of building webhooks repeatedly.
- Use the services these blocks provide whenever and as often as needed.
- These blocks are easy to use as compared to creating webhooks since it does not require technical knowledge.
- The involvement of developers in the building of the flow will not be required as these blocks are readily available in the bot builder.
What is Zoho CRM?
Zoho CRM is comprehensive online CRM software designed to streamline and manage all your customer-related operations within a single, unified platform. It provides businesses with the tools they need to track leads efficiently, manage sales pipelines, and maintain customer relationships.
Examples of Zoho CRM blocks in GC
When a potential customer visits your website and interacts with the bot, the information they provide is captured as a lead in your Zoho CRM portal. You can then use this data to follow up with them and assist in exploring the various options your product offers.
List of available Zoho CRM blocks in GC
Zoho CRM block | Block function | Mandatory fields |
Create Lead | Create a new Lead (per customer) In Zoho CRM. | Last name |
The required fields are determined by your customizations in the layouts section of your Zoho CRM tool. Any fields you've marked as mandatory in the layout will automatically appear as required in the input variable mapping section in GC.
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