Quick summary
The ManyChat Zoho CRM integration lets you automatically create or update leads in Zoho CRM whenever a chat is opened in ManyChat, using a Zapier automation. This step-by-step walkthrough covers the full setup — from selecting your trigger app to publishing the live zap.
Steps
- Choose ManyChat as your trigger app for chat-based automations.
- Select the specific trigger event — triggered when a chat is opened with a user.
- Connect your ManyChat account by selecting an account.
- Configure advanced options for your integration and click Test trigger.
- Select Zoho CRM as your action app to manage customer data.
- Specify which Zoho CRM event should be triggered by chat interactions.
- Connect your Zoho CRM account to establish the integration.
- Specify which value should trigger this automation.
- Select the Leads module to automatically create or update leads.
- Click Test step to verify the action configuration.
- Complete the setup by clicking Publish to activate your automation.
