How to Configure Product Name for Zoho CRM

When forming a deal in Zoho CRM, you can pass the product name from ConnectiveOne. This allows automatically setting the product when creating a deal from the bot.

How Does It Work?

User selects a product through buttons in the bot
Selected product is saved in the product constant
When creating a deal through the zoho_check_create_lead action, the product name is passed
Zoho CRM automatically sets the product in the deal

Scenario Configuration

Step 1: Creating Product Selection Block

Create a "Message with Keyboard" block with buttons for product selection:

Button "Product A" → value "Product A"
Button "Product B" → value "Product B"
Button "Product C" → value "Product C"
Button "Skip" → value "Skip"

Save the button value in the product constant.

Step 2: Processing Selection

Use the if_else block to process selection:

{
  "if": {
    "{{product}}": {
      "Skip": "clear_product",
      "default": "process_product"
    }
  }
}

When "Skip" is selected, execute clear_constant to clear the product constant. This way CRM will set "No product" by default.

Step 3: Passing to Action

After processing, pass {{product}} to the zoho_check_create_lead action to create a deal with the correct product.

Configuring productIDs

To add new products, you should specify product name values in the zoho_check_create_lead action in the productIDs variable, values in the format name - id.

Example:

const productIDs = {
  "Product A": "1234567890123456789",
  "Product B": "9876543210987654321",
  "Product C": "1122334455667788990"
};

Product ID can be viewed in the CRM itself, in the address bar. And add the corresponding button in the scenario to the "Message with Keyboard" block.

Limitations

Product names must exactly match those in productIDs
Product IDs must be valid in Zoho CRM
Maximum number of products depends on Zoho CRM limitations

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Zoho CRM API Documentation — official Zoho CRM API documentation
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