Zoho Bigin integration

SmartBot360 makes it easy to have bots create Zoho Bigin contacts. Here are the steps.

Step 1

First, you will need your Client ID and Client Secret keys from your Zoho API Console. For information on how to get these, please refer to https://www.zoho.com/accounts/protocol/oauth-setup.html. Note that the Client Type should be “Server-based Applications.” Also note that one of the Authorized Redirect URI’s in your account must be set to a SmartBot360 URI. To see this URI, go to your SmartBot360 account, and then to SETTINGS > Integrations > Zoho Bigin.

Screen Shot 2021-09-15 at 5.52.08 PM.png — Here, the Client ID and Client Secret keys are located in the “Client Secret” tab of the picture

Step 2

Go to your SmartBot360 account, then in SETTINGS > Integrations > Zoho Bigin, and enter your API keys from Step 1.

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Step 3

Go to CHATBOTS to create a Flow Diagram bot. The bot should collect some information about the end user (phone, email, and last name are necessary). You can use the User Profile box to collect user profile information as shown below.

Screen Shot 2021-09-17 at 12.13.17 AM.png

Then, add a Zoho Bigin box as shown below. Note that the four variables (user_email, user_fname, user_lname, user_phone) were collected in the first four boxes of the diagram. When the bot execution reaches the Zoho Bigin box, SmartBot360 will create a Zoho Bigin contact for the user specified in the four fields, with the whole conversation up to that box as a note attached to that contact. Note that for Bigin, emails must be unique for the user to be created.

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You can also set a field in the newly created Zoho Bigin contact to a specific value. For example, if you have the field “Description” in Zoho Bigin, you can set it to value “SmartBot360” by filling the textboxes under “Save Value in Zoho Bigin Field” in the left panel of the Zoho Bigin box. Instead of setting the field to a specific value, you can save all user flags (see help on how to assign flags to users in a flow diagram) in this field, separated by semicolon. For example, if the user has flags “flag1” and “flag2” then the Zoho Bigin field will be set to “flag1;flag2”.

Limitation: If multiple boxes of this integration are present in a chatbot diagram, they all share the same fields, that is, editing one box updates the fields of the others.