Create a new lead in Zoho when a new customer sends a message on Interakt

Status: Open · Asked by Aadil on · 0 views

Aadil — Question ·

Hi,

I want to create a new lead in Zoho CRM when a new ( Zoho Non existent ) customer messages on Interakt.

The Interakt team suggested I use Pabbly to get help with the integration but I am not able to figure this out

Can someone tell me how exactly need to be done ?

Btw I have been using Zapier for all my other integrations and the process there seems very simple.

However with Padbbly it seems a bit confusing. Can someone help me out wit this

Arshil Ahmad — Reply ·

Hi @Aadil,

We do have a way of integrating Interakt with Zoho CRM, through which you can create contacts in Zoho CRM from messages received on Interakt.

All you need is to set up Interakt: Customer Messages / Template Sent Status as the Trigger App by following the steps given below

Following which, you can set up Zoho CRM: Create Contact as your Action App and create new contacts.
Attaching a video for your reference (Skip to 7:07)

youtube.com/watch?v=jjugtD1sRWo:427

Aadil — Reply ·

I did follow the steps below but I am not getting the Name, contact number etc from the Interakt webhook response.

The only details that I am getting from Interakt is this.

How do I capture the above listed information

Attachments

Screenshot 2023-04-17 at 1.27.46 PM.png
Arshil Ahmad — Reply ·

Please share your workflow with us at the provided email address so that we can gain a better understanding of your issue.
Email: arshil.ahmad@pabbly.com
Also, remember to revoke access once your query has been resolved.

Attaching a video for your reference:

youtube.com/watch?v=VzQss19hRgA

Aadil — Reply ·

It's done Arshil.

Arshil Ahmad — Reply ·

Aadil, since Interakt is a user-made application, we are unable to determine the reason for incomplete details in the received response. For assistance with your query, we recommend reaching out to the Interakt team -
[email hidden]

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