Here’s how to do it:
- Choose 'ManyChat' as your trigger app for chat-based automations.
- Select the specific trigger event for your automation.
- Connect your ManyChat 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.
- Establish a connection with your Zoho CRM account.
- Specify which value should trigger this automation.
- Select the Leads module to automatically create or update leads.
- Click 'Test step'.
- Complete the final steps of your automation by clicking 'Publish'.