📩Installing Zoho CRM Pluggin

What is the Zoho CRM Plugin on BotPenguin?

The Zoho CRM Plugin on BotPenguin enables you to connect your chatbot directly with your Zoho CRM account, ensuring every lead, chat, and customer inquiry captured by your bot is instantly synced to your CRM system.

This seamless integration bridges the gap between marketing automation and customer relationship management, providing a unified workspace for sales and support.

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Benefits of Zoho CRM Plugin Installation

• ⚙️ Automated Lead Sync: Every lead captured by your bot is automatically added to your Zoho CRM account.

• 💬 Direct WhatsApp Engagement: Message leads through Zoho CRM using BotPenguin’s WhatsApp integration.

• 🧩 Unified Customer View: Keep all communication and CRM data synchronized for better tracking.

• 🔐 Secure OAuth-based Authorization: Safe installation with verified permissions from Zoho CRM.

• 🚀 No Technical Setup Required: Install directly from your BotPenguin dashboard in just a few clicks.

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How to Install the Zoho CRM Plugin on BotPenguin

Follow these steps to install and configure the Zoho CRM Plugin on your BotPenguin account:

1. Use the below URL to go to Zoho CRM

https://crm.zoho.com/market/installPrivatePlugin.do?portalName=botpenguin&nameSpace=botpenguin&versionIndex=4524120000000106001

1. Sign in using your Zoho CRM account credentials.

2. Once logged in, Zoho will request permission to connect your account with BotPenguin. Click “Confirm and Authorize.”

3. The plugin installation process will begin automatically.

4. Once installation is complete, a confirmation message will appear in your BotPenguin dashboard stating:

“Zoho CRM Plugin Installed Successfully.”

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1. You can now access Zoho CRM features within BotPenguin and begin syncing leads, conversations, and WhatsApp communications directly.

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🎉 Congratulations, you have successfully completed this section!

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You’re one step closer to mastering BotPenguin.

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Zoho CRM Plugin Installation FAQs (Accordion Style)

Where can I find the Zoho CRM plugin inside BotPenguin?

You can find it under Integrations > CRM > Zoho CRM in your BotPenguin dashboard.

Do I need a paid Zoho CRM account to install the plugin?

No, you can install the plugin with a free Zoho CRM account, although some advanced CRM features may require a paid Zoho plan.

What permissions does BotPenguin request during installation?

BotPenguin requests access to your leads, contacts, and CRM data required to sync chatbot information and enable messaging.

What should I do if I see an authorization error during installation?

Ensure you are signed in to the correct Zoho CRM account and that your browser allows pop-ups for BotPenguin. Try again after clearing your cache.

Can I uninstall the Zoho CRM plugin later?

Yes. You can uninstall the plugin anytime from the Integrations tab in your BotPenguin account.

How do I verify the plugin is installed correctly?

Once installed, you’ll see a “Connected” status next to Zoho CRM under your integration list.

Does this integration sync data automatically?

Yes, all chatbot leads and relevant data are synced automatically to your Zoho CRM in real time once the plugin is active.

Can I message my Zoho leads using WhatsApp from BotPenguin after installation?

Yes, after installation, BotPenguin allows you to send WhatsApp messages directly from Zoho CRM via the BotPenguin integration.

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Support Prompt

If you still have questions for our team, write to us at [email protected]. We’ll get back to you within 48 hours.