Zoho Projects integration with Reekolect

This page contains the information about the 3rd party integrations.

Use Case

The Zoho Projects integration enables organizations to streamline project management processes by connecting their chatbot with Zoho Projects. This integration facilitates efficient task assignment, progress tracking, and collaboration directly from the chatbot platform.

Pre-requisite

To set up this integration, you'll need:

• A Zoho Projects account

Steps to Enable the Integration

1. Navigate to the “Third-party Integration” Section:

   • In your chatbot platform, go to the settings or integrations section and locate the "Third-party Integration" option.

2. Connect to Zoho Projects:

   • Click on the "Connect" button and choose Zoho Projects from the list of available integrations.

   • Follow the prompts to authenticate and connect your Zoho Projects account.

3. Mapping the Variables:

   • Once connected, you'll see a screen where you can map the chatbot’s answers to the fields of your Zoho Projects.

   • Here you can add “Project List” and “Project TaskList” to your Zoho Projects.

   • Select bot questions from the "Question" dropdown or manually enter parameter names.

   • Map these questions to parameters in your Zoho Projects. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed using the "Add " button.

   • Click "Save" to activate your integration.

4. Test Your Integration:

   • Open your chatbot and simulate a conversation to create a new ticket in Zoho Projects.

   • Verify that the ticket information is correctly sent to Zoho Projects and reflects accurately in your Zoho Projects account.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Find the Zoho Projects integration and click on it.

3. Click on the "Disconnect" button to disconnect the integration.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper permissions and access rights in your Zoho Projects account to create and manage tickets.

• Contact the support team if you encounter any issues or need further assistance.

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Zoho Projects integration with a chatbot, along with relevant notes and prerequisites.