How to Integrate Stammer AI with Zoho CRM Using Zoho Flow
Автор: Stammerai
Загружено: 2024-08-07
Просмотров: 420
Описание:
In this tutorial, I'll guide you through integrating Stammer AI with Zoho CRM using Zoho Flow. We'll cover creating a webhook in Zoho Flow, configuring it within Stammer AI for lead generation, and successfully transferring data to Zoho CRM. Follow these simple steps to auto-populate your CRM with leads collected by your AI agent. Even if you're not familiar with Zoho, you'll find this process straightforward and easy to accomplish.
Step-by-Step
1. Use Zoho Flow
2. Connect your Zoho CRM to Flow
3. In Flow create a new webhook
4. Paste the webhook into Stammer
5. In Flow create action based on data from webhook
6. Create new lead and map data to specific fields accordingly.
Zoho Tutorial - • Creating a Webhook with Zoho Flow
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Timestamps:
00:00 Setting Up Zoho Flow
00:55 Creating Webhooks
01:46 Testing Webhooks
02:51 Mapping Data
04:27 Final Confirmation
05:15 Common Q&A
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