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Moving leads from Zoho CRM to ManyChat

  • March 9, 2024
  • 4 replies
  • 145 views

RealDom

I want to move leads into ManyChat from Zoho CRM when certain fields area added to the Zoho lead.

Leads go into zoho through forms then we need them to go into manychat to trigger whatsapp messaging.

Best answer by Gustavo Boregio

You’ll need to use Make/Zapier for this.

  1. Zoho triggers when a new lead comes in
  2. You add the contact to Manychat - you’ll need to use the API: https://api.manychat.com/swagger#/Subscriber/f42eb3580f33178fdf9d87f0c778f86e
  3. Set any user fields that you wanna transfer to Manychat
  4. Then you trigger to send the message to the user with a WhatsApp template

This is the overall guideline/step-by-step for this. If you need this done for you, feel free to ping me, I can help.

4 replies

Gustavo Boregio
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  • Manychat Community Moderator
  • Answer
  • March 9, 2024

You’ll need to use Make/Zapier for this.

  1. Zoho triggers when a new lead comes in
  2. You add the contact to Manychat - you’ll need to use the API: https://api.manychat.com/swagger#/Subscriber/f42eb3580f33178fdf9d87f0c778f86e
  3. Set any user fields that you wanna transfer to Manychat
  4. Then you trigger to send the message to the user with a WhatsApp template

This is the overall guideline/step-by-step for this. If you need this done for you, feel free to ping me, I can help.


RealDom
  • Author
  • Up-and-Comer
  • March 13, 2024

Can I hire you to use the API to move leads from Zoho CRM into ManyChat. 

Here’s my email. Let me know when you can jump on a zoom call to discuss. I’m on Bangkok time. 

terry@mossymedia.com 

Cheers,

Terry


Gustavo Boregio
Forum|alt.badge.img+6
  • Manychat Community Moderator
  • March 13, 2024

Can I hire you to use the API to move leads from Zoho CRM into ManyChat. 

Here’s my email. Let me know when you can jump on a zoom call to discuss. I’m on Bangkok time. 

terry@mossymedia.com 

Cheers,

Terry

 

 


Bryan Abreu0
  • Up-and-Comer
  • December 7, 2024

1