CRM

Who can use this?

• Gallabox users with Integrations access.
• Roles: Owners and Admins. If you don’t have access, ask your account owner to grant you the Admin role under Settings → Team → Roles.

CRM integrations connect bot flows to supported actions in your sales CRM. The available actions depend on the connector you select.

Plan Availability

CRM	Plan Required	Authentication
HubSpot	Essential, Advanced	OAuth
Zoho CRM (India zoho.in / Global zoho.com)	Essential, Advanced	OAuth
Zoho Bigin (India zoho.in / Global zoho.com)	Essential, Advanced	OAuth
Pipedrive	Essential, Advanced	OAuth
LeadSquared	Advanced	Access Key + Secret Key + API Host
Sangam CRM	Essential, Advanced	Domain Name + API Key
Kylas	All plans	Kylas Marketplace app
Odoo	All plans	Gallabox API key entered in Odoo

HubSpot

What HubSpot integration does

Connects your HubSpot account to Gallabox so a bot flow can create or update a HubSpot contact.

Supported HubSpot actions

• Create or Update Contact — use the email address to create a contact or update the existing matching contact; map supported standard and custom contact properties

How to connect HubSpot

1. Go to Integrations → HubSpot
2. Click Connect with HubSpot — you’ll be redirected to HubSpot’s OAuth page
3. Authorize Gallabox to access your HubSpot account
4. Select the HubSpot portal to connect
5. The connection appears in your Integrations list

HubSpot use cases

Lead capture from bot flow:

Ask Name, Ask Email, Ask Phone → Update Contact Fields
  → HubSpot: Create or Update Contact (name={{name}}, email={{email}}, phone={{phone}}, lead_source="WhatsApp Bot")
  → Send Text: "Thanks! Our team will be in touch shortly."

Zoho CRM & Zoho Bigin

What Zoho CRM and Zoho Bigin integrations do

Connects your Zoho CRM or Zoho Bigin account so bot flows can create or update lead and contact records. Zoho Bigin is Zoho’s simplified CRM for small businesses. Each product is available as two regional connectors matching your Zoho data center: India (zoho.in) and Global (zoho.com).

Supported Zoho CRM / Zoho Bigin actions

Zoho CRM

• Create One Lead — create a lead record
• Create or Update Lead — upsert a lead record using the configured lead fields

Zoho Bigin

• Create or Update Contact — create a contact or update the matching contact

How to connect Zoho CRM or Zoho Bigin

1. Go to Integrations → Zoho CRM or Zoho Bigin
2. Select the connector matching your Zoho data center (India — zoho.in, or Global — zoho.com)
3. Click Connect — you’ll be redirected to Zoho’s OAuth page
4. Authorize Gallabox to access your Zoho account
5. Select the Zoho organization to connect

Zoho CRM use cases

Lead sync:

Ask Email → Update Contact Fields
  → Zoho CRM: Create or Update Lead (email={{email}}, phone={{phone}}, lead_source="Gallabox Bot")
  → Send Text: "You're on the list! Expect a call within 24 hours."

Pipedrive

What Pipedrive integration does

Connects your Pipedrive CRM account so bot flows can create leads and deals. Gallabox creates or links the person record required by the selected operation. Available on the Essential and Advanced plans.

Supported Pipedrive actions

• Create Lead — create a Pipedrive lead and associate the required person record
• Create Deal — create a Pipedrive deal and associate the required person record

How to connect Pipedrive

1. Go to Integrations → Pipedrive
2. Click Connect with Pipedrive — OAuth redirect
3. Authorize Gallabox to access your Pipedrive account
4. Select the Pipedrive company to connect

Pipedrive use cases

Lead capture:

Ask Name, Ask Phone → Update Contact Fields
  → Pipedrive: Create Lead (title="WhatsApp Lead: {{name}}", person name={{name}}, person number={{phone}})

Order → won deal:

Condition: {{order_paid}} = true
  → Pipedrive: Create deal (title="Order {{order_id}}", amount={{order_total}}, stage="Won")

LeadSquared

What LeadSquared integration does

Connects your LeadSquared account so bot flows can create or update leads and add activities. Available on the Advanced plan.

Supported LeadSquared actions

• Create or Update Lead — create a lead or update the lead matched by phone
• Create Activity for a Lead — add an activity type and optional activity note to the lead matched by phone

How to connect LeadSquared

1. Go to Integrations → LeadSquared
2. Enter your LeadSquared Access Key and Secret Key (found in LeadSquared → Settings → API)
3. Enter your LeadSquared API Host — the region-specific base URL, also shown in LeadSquared → Settings → API
4. Click Connect

LeadSquared use cases

Lead capture with activity:

Ask Email, Ask Phone → Update Contact Fields
  → LeadSquared: Create or Update Lead (Phone={{phone}}, Email={{email}}, Source="WhatsApp Bot")

Sangam CRM

What Sangam CRM integration does

Connects your Sangam CRM account so a bot flow can create a lead.

Supported Sangam CRM actions

• Create Lead — create a Lead record using the configured Sangam CRM fields

How to connect Sangam CRM

1. Go to Integrations → Sangam CRM
2. Enter your Sangam CRM Domain Name and API Key (from Sangam CRM → Settings → API)
3. Click Connect

Sangam CRM use cases

Lead capture:

Ask Name, Ask Email → Update Contact Fields
  → Sangam CRM: Create Lead (name={{name}}, email={{email}}, phone={{phone}})
  → Send Text: "Thanks! Our team will reach out soon."

Kylas

What Kylas integration does

Connects your Kylas CRM account with Gallabox so WhatsApp conversations and leads sync into Kylas. Requires the WhatsApp Business Messaging app installed from the Kylas Marketplace, and a Kylas Elevate plan or above.

How to connect Kylas

1. In Kylas, make sure you’re on the Elevate plan or above and your user has API access to Contacts and Leads (Read, Message)
2. Go to Integrations → Kylas in Gallabox and click Connect
3. You’ll be redirected to the Kylas Marketplace — install the WhatsApp Business Messaging app (sign in to Kylas if prompted)
4. Follow the prompts to link your Gallabox WhatsApp account with Kylas

Kylas use cases

• Send WhatsApp messages to Kylas contacts and leads directly from the CRM
• Sync WhatsApp conversations into Kylas for sales follow-up

Odoo

What Odoo integration does

Connects Odoo with Gallabox so you can send WhatsApp messages from Odoo. Configured from the Odoo side using a Gallabox API key.

How to connect Odoo

1. In Odoo, activate developer mode
2. Open the Technical Menu → WhatsApp → WhatsApp configuration
3. Click Create to add a Gallabox instance
4. Fill in the configuration details (including your Gallabox API key) and save

Odoo use cases

• Send WhatsApp messages to customers from Odoo sales and support modules
• Keep Odoo customer communication and WhatsApp messaging in one place

FAQs

Can I map custom CRM fields to Gallabox variables?

Available fields depend on the selected connector and operation. Use the fields shown in that connector’s configuration form.

Note: this applies to the bot-flow Zoho CRM connector described on this page. The separate “Zoho CRM & Signals” integration only maps Last Name and Phone — the two are easy to confuse.

What happens if the CRM is down when the bot tries to create a contact?

See what happens when a connector call fails — the flow stops at that node. Use a Condition node to check success/failure and add your own fallback branch; failed calls are not retried automatically.

Why can't I find the same actions in every CRM connector?

Each connector exposes only the operations listed in its section on this page. For example, Pipedrive includes Create Deal, while the HubSpot bot connector includes Create or Update Contact.