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Pick Avox Docs as a preferred source and Google shows these pages more often when you search for help with Avox.
Connect Zoho CRM and an automation can save the people who message you, with what they told you in a chat or a Flow, in your Zoho CRM. You can also browse and search your contacts and leads from inside Avox.
Things to know about how the record is made:
Open Zoho CRM in Apps
Open Apps in the sidebar, pick Zoho CRM and click Connect.
Read what Avox will do
The first screen, What Avox can do, lists the abilities. Click Continue.
Sign in at Zoho
Click Continue to Zoho CRM. Zoho's own page opens. Sign in with the account in your own region and accept what Avox asks for: contacts and leads, and reading your user and organisation details (Avox uses them to name the account). Avox never sees your password.
Come back to Avox
You return to Avox with Zoho CRM is connected. Click Open Zoho CRM in Avox or See contacts.
If the button says Coming soon, Avox has not switched Zoho CRM on yet (AVX-3682). Nothing is wrong on your side. Allow everything Zoho lists. If the sign-in ends with an error, see Apps troubleshooting.
Open Apps, then Zoho CRM. The menu has Overview, Contacts, Leads and Activity.
The status is Connected, Needs reconnecting or Having trouble. Avox renews Zoho's access by itself before it runs out.
Flows do not call Zoho directly. To save a Flow's answers, make an automation that starts with Flow submitted. Add a Use a connected app step, set What to do to Save to your CRM under CRM, and pick Zoho CRM in With. The step is free (no credits).
Fill any of Email, Phone, First name, Last name, Company and Note with fixed
text or values like {{flow.email}}. Email or phone is needed (AVX-3705).
The email is stored in lower case. A phone is digits, spaces, brackets or dashes, optionally
starting with +, 6 to 24 characters.
Automations can use only three details of the person in the chat: {{contact.name}},
{{contact.first_name}} and {{contact.phone_last4}} (the last 4 digits), plus your own custom
contact fields. The full phone number is not offered as a value, so collect the email or phone in a
Flow, or read it from a table row such as {{row.phone}}. Later steps can use {{crm.id}} (the Zoho
record id) and {{crm.created}} (yes or no).
Worked example (made up for illustration). A Flow asks for first name, last name, email and a
question. An automation starts with Flow submitted for that Flow and has one Use a connected
app step: Save to your CRM with Zoho CRM, Email {{flow.email}}, First name
{{flow.first_name}}, Last name {{flow.last_name}} and Note {{flow.question}}. Use the
names of your own Flow's fields. Set If it can't be done to Carry on with the next step, then
add a text that thanks the customer. A customer with the same email is updated, not added twice.
There is no premade automation for Zoho CRM. Build this one in the builder.
What happens to the person's data. If the save fails, that person is not in Zoho, and Avox does not try it again later on its own. The chat goes on and the Flow answers stay in your Inbox. To add the person, correct the cause and run the automation again, or add them in Zoho.
Codes you may see: AVX-3694 Zoho is not answering, AVX-3695 slow down, AVX-3713 Zoho refused the record (the log entry says why), AVX-3705 a detail is missing or not valid, and AVX-3711 the Switchboard is paused.
Click Disconnect on Zoho CRM's Overview. Avox shows what uses it, asks Zoho to drop its access, and deletes the access it saved. The log and usage stay for your retention period. The contacts and leads it saved stay in Zoho CRM. Steps that use Zoho fail until you connect again. If you see AVX-3697, remove Avox in your Zoho account's connected apps too.
Zoho needs a last name. If a step gives only a first name, Avox uses it as the last name, and with no name at all it writes WhatsApp contact. Fill both names in the step.
A contact's company is not saved, because Zoho links it to an account. Only a lead carries a company, and the step saves contacts.
One Zoho account per Switchboard. Signing in with another account is refused (AVX-3703). Disconnect first to switch.
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