Zoho CRM
The Zoho Plugin Card allows you to seamlessly integrate your Frontman instance with your Zoho CRM account.
About Zoho CRM
Zoho CRM is a cloud-based customer relationship management software for managing sales, marketing, and customer support in a single system.
What we Offer
Imagine managing your customer interactions directly within the project management tool you already use. That's the power of the Zoho Plugin Card in Frontman. This innovative feature bridges the gap between your Frontman instance and your Zoho CRM account, streamlining your workflow and boosting efficiency.
With the Zoho Plugin Card embedded within your Frontman workspace, you gain instant access to key CRM data. No more switching between applications! View customer contact details, track deals, and monitor support tickets – all without leaving your Frontman environment. This real-time information empowers you to make informed decisions and provide exceptional customer service.
Walkthrough of Connecting ZOHO and Frontman
Configure a Server application in Zoho CRM at https://api-console.zoho.in/
After completion, copy "Client ID" and "Secret Code" from client secret tab.
In Frontman, find the Zoho CRM card and drag and drop it to the story builder and hit the "Connect" button.
Paste copied "Client ID" and "Secret Code" with selecting location.
After connecting, set fields in the "Zoho CRM Block" you dragged in the story builder and run the chatbot.
Submitted entries will appear in Zoho CRM's "Contacts" section.
A. Steps to Create an App in ZOHO CRM
Access Zoho Developer Console Navigate to begin the app creation process.
Create a New Server Application: Within the console, you'll need to establish a server application and provide your credentials.
New Client Details: Following the server application creation, set up a new client. Authorized redirect URL can be found in Zoho CRM settings which you can paste here. Provide a name for the client, its homepage URL, and authorized redirect URLs. You can find these redirect URL in your Zoho CRM account settings under Applications.
Client Secret: The "Client Secret" section provides your client ID and secret code. You'll need to copy and paste these codes into Frontman for further use.
Multi-DC Activation: Ensure you enable "Multi DC" in the settings. This allows you to utilize the same OAuth credentials across all data centers.
B. Steps to connect Zoho CRM with Frontman -
Sign in to Zoho CRM: Go to the link below and navigate to the Contacts section to ensure you have the data you want to integrate.
Obtain Client Credentials: Within the Zoho CRM API Console, select your server and go to the "Client Secret" tab. Here, collect your Client ID and Client Secret for later use.
Establish Connection in Frontman: After installing the ZOHO CRM plugin for Frontman, locate and access the "Connect" option.
Connect using ZOHO CRM Credentials: Enter the previously obtained Client ID and Client Secret from ZOHO CRM to initiate the connection between Frontman and ZOHO CRM. Also, select the data center location for your ZOHO CRM instance (e.g., US, Europe).
Select Fields for Synchronization: There are two methods for choosing data fields to synchronize:
Manually Add Fields: Here, you can select the specific ZOHO CRM data fields you want to sync with Frontman, including essential fields like Email and Phone No. along with Name and any custom fields you may use.
Leverage User Attributes: Alternatively, you can utilize existing user attributes within Frontman to pre-populate corresponding fields in Zoho CRM, streamlining data collection.
Once the connection and field selection are complete, run your chatbot as usual. Data collected through Frontman interactions will be automatically synced with your designated Zoho CRM fields, keeping your CRM data up-to-date. You can view it in "Contacts" section of your CRM
Important Note
The Zoho CRM plugin is not available within the free trial version of Frontman.
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