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?

  1. User selects a product through buttons in the bot
  2. Selected product is saved in the product constant
  3. When creating a deal through the zoho_check_create_lead action, the product name is passed
  4. 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