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Treble helps you leverage the full potential of WhatsApp to sell more through an integrated setup with Zoho and AI. The Zoho integration allows you to connect Zoho CRM with Treble to update and query information from your entities in Zoho CRM from your conversations in Treble. The entities available to interact with in the integration are: Lead, Contact, Deal (Deal / Opportunity), and Pipeline. Treble integration with Zoho

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Features

  1. Update information for your entities in Zoho CRM
    • You can update information for Lead, Contact, Deal (Deal / Opportunity), and Pipeline in Zoho CRM, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
  2. Get information from your entities to use in your conversations in Treble
    • You can get information from Lead, Contact, Deal (Deal / Opportunity), and Pipeline to use in your conversations in Treble, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
  3. Create entities in Zoho CRM
    • You can create Leads, Contacts, and Deals (Deal / Opportunity) in Zoho CRM with standard and custom properties.
  4. Delete entities in Zoho CRM
    • You can delete Leads, Contacts, and Deals (Deal / Opportunity) in Zoho CRM.

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Use case examples

  1. Your customers contact you on WhatsApp, our AI assistant answers frequently asked questions from your customers, checks if the Lead exists in Zoho CRM, if not, creates it, and transfers the conversation to an agent on your team in Treble.
  2. Your customer wants to update their account information, and the AI agent can ask the necessary questions to update Lead or Contact data in Zoho CRM.
  3. Your customer contacts you because they need help with a potential product purchase, and the AI agent can check the Deal (Deal / Opportunity) in Zoho CRM and update its status and information.
  4. Your sales team needs visibility into sales progress, and the AI agent can query the Pipeline in Zoho CRM to identify which stage each Deal is in and guide the next action in the conversation.