Zoho CRM and Chatbot.OM
A practical fit for Omani small and medium businesses already running Zoho, with leads created straight from the chat.
What it does
Qualified enquiries become Zoho leads or deals with the conversation attached, and existing records are matched on phone or email rather than duplicated. Lead source is set automatically so you can see how much of your pipeline the chatbot is generating.
Support issues can be pushed to Zoho Desk instead where you run both, keeping sales and service in the places your team expects.
Setting it up
Authorise your Zoho account and map fields to your modules. Custom modules and fields are supported, which matters because most Zoho deployments are heavily customised.
You pick which of your users own which lead types, and assignment follows the same routing Chatbot.OM uses internally.
- Zoho CRM and Zoho Desk both supported
- Custom modules and fields mapped
- Lead source set automatically for attribution
What you can do
- Create leads and deals with full conversation context
- Push support issues to Zoho Desk
- Map to custom modules and fields
- Automatic lead source attribution
- Owner assignment matching your routing rules
Other crm connections
HubSpot
Qualified leads and enriched contact records created in HubSpot as the conversation happens, not after someone types them up.
Salesforce
Leads, contacts, and cases created in Salesforce from the conversation, mapped to your existing objects and fields.
Pipedrive
Deals created in the right stage with the right owner, so your board reflects what was actually said in the chat.
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