Additional Features

Supported CRM Modules

Your bot can manage these core Zoho CRM modules with identical functionality:

• Leads (covered in previous section)

• Contacts

• Accounts

• Deals

Available Operations

All modules support the same comprehensive set of operations:

Operation	Description
Create	Add new records with any combination of module fields
Update	Modify existing records individually or in bulk
View/Search	Retrieve records with filtering and sorting options
Delete	Remove records individually or based on conditions

Example Commands by Module

Contacts

Create contact John Smith with email [email protected]
Update contact Sarah Wilson's phone to 555-9876
Show me all contacts from ABC Corp
Delete contact where email is [email protected]

Accounts

Create account TechCorp with website techcorp.com
Update account ABC Company's annual revenue to $2000000
Give me top 10 accounts by revenue
Delete account where name is "Inactive Company"

Deals

Create deal "Enterprise Sale" for account TechCorp with amount $50000
Update deal "Q4 Project" stage to "Negotiation"
Show me all deals closing this month
Delete deals where amount is less than $1000

Cross-Module Operations

You can also reference relationships between modules:

Create contact Jane Doe for account TechCorp
Show me all contacts from account ABC Company  
Create deal "New Project" for contact John Smith
Update all deals for account TechCorp with stage "Closed Won"

Field Support

Each module supports all its standard and custom fields configured in your Zoho CRM, including:

• Standard fields (Name, Email, Phone, etc.)

• Custom fields specific to your business

• Relationship fields connecting different modules

• System fields (Created Date, Modified Date, etc.)

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The same natural language flexibility and ease of use applies across all modules, making your chatbot a comprehensive CRM management interface for your entire sales pipeline.