Create Lead in ZOHO
Create a lead in the ZOHO application
Top Benefits
- Quick and seamless Integration with Zoho
- Easy to use and integrate in new or existing tasks without any technical supervision
This bot is designed to login into ZOHO, go in the lead tab, and create a lead with following details: company name, email address, first name, last name, phone number.
All fields are mandatory.extract the zip and copy the Bot Store folder inside the extracted folder in "My Task" and any MetaBot if applicable in "My MetaBots" on your local Automation Anywhere repository.
Free
- Bot Security Program
-
Level 1
- Applications
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- Business Process
- Sales
- Category
- Utility
- Downloads
- 109
- Vendor
- Automation Type
- Bot
- Last Updated
- January 29, 2021
- First Published
- May 25, 2018
- Platform
- 11.x
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Required access of ZOHO application, Required Automation run-time client installed, Required all Bots for Create Lead process and all this bots should be place in a specific folder.
- Inputs: Company Name, Email Address, First Name, Last Name, Phone Number, ZOHO Application URL, ZOHO Credentials