Integrating with Zoho Workflow
Sending Automatic Messages Based on Zoho CRM Workflow using Picky Assist Connector
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Sending Automatic Messages Based on Zoho CRM Workflow using Picky Assist Connector
Last updated
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This helps you to send messages automatically based on the various events happening in the Zoho CRM. You need to configure this from your Zoho CRM Settings -> Automation -> Workflow Rules
You need a Picky Assist Connector URL to complete this integration and the same can be created from Picky Assist -> Automation -> Connector - Click Here
Now you need to copy and paste the connector URL from your Picky Assist account here, watch the step-by-step video on how to do this step