Integrate SkooBot with Zoho Projects
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
a. Login to your SkooBot account. Now, select and click the Bot you want to integrate
with Zoho Projects. Click on the ‘Integrate tab.’
b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab.
c. A list of all native integrations for SkooBot will be available in this window.
d. Now find Zoho Projects by:-
Either by scrolling down the list or,
by typing ‘Zoho Projects’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown
f. An Interface, as shown below, will open up. Now you need to select your Zoho domain
from the dropdown menu.
a. Select your Zoho Domain. Your Zoho Domain will be based on your location. For
example, For Indian Residents, it will be ‘accounts.zoho.in’ and for US Residents, it will
be ‘accounts.zoho.com’.
b. After you select Your Zoho Domain, Click On the ‘Connect’ Button. It will redirect you to
your official Zoho Account.
c. Here, you need to login to your Zoho Account.
d. After you successfully login, a window, as shown below, will appear. Here, click on
‘Accept’ to connect your SkooBot account with Zoho Projects. That’s It, All Done!
Once you have established a connection between SkooBot and Zoho Projects, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Zoho Projects you have integrated.
If you are not getting dummy lead from your Bot to Zoho Projects, it may be due to the multiple reasons:
Wrong Domain added- You will be required to check and see if you have selected the Domain URL correctly.
Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.
If everything is correct and you are still unable to move forward, write to us at support@skoobot.com. We will respond back within 48 business hours.