Your Chats in Zoho CRM

Add your conversations into Zoho CRM effortless

Turn every chat into an opportunity.
With our CloudChatbot ↔ Zoho CRM integration, you can automatically create leads from your conversations—just set it up once and let it run.

Every 30 minutes, the system imports your chats:

• Create new leads in Zoho CRM when a new contact is detected by name, email, or phone number
• Add new conversations to your existing leads and contacts, recorded as completed tasks using Zoho tasks to keep every detail organized
• No more duplicates—we detect if the contact or lead already exists in your CRM through their phone or email
• Easily filter what you want to import using CloudChatbot labels; for example, ignore messages you tag as "spam" or import only those with specific labels
• Customize your tasks by defining the fields and values you want to include when creating tasks—such as channel, agent, or any custom Zoho fields relevant to your workflow.

This keeps your sales teams perfectly in sync with every client interaction. Each conversation is logged, organized, and visible in Zoho CRM exactly how you want it.

CloudChatbot gives you more control, reduces manual work, and ensures zero data loss—another one of our powerful benefits.