LiveChat + Zoho CRM

LiveChat + Zoho CRM integrations

Create Zoho CRM module entries from new LiveChat chats for efficient data tracking

Streamline your customer interaction process with this efficient live chat and CRM workflow. When new conversations pop up in LiveChat, it initiates the creation of a module entry in Zoho CRM. This not only ensures seamless data flow between your customer service and CRM platforms but also saves valuable time, enhancing productivity. Balance your efforts and improve your business workflow with this automation.

When this happens...
New ChatTriggers when the chat is started.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with LiveChat and Zoho CRM

Discover other triggers and actions you can use with LiveChat and Zoho CRM

Chat Changed
Triggers when the tag list for a particular chat was changed.
Trigger
Instant
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New Chat
Triggers when the chat is started.
Trigger
Instant
Try It
New Visitor in Queue
Triggers when a visitor enters queue.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It

- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Finished Chat
Triggers when the chat is ended.
Trigger
Instant
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New Ticket
Triggers when the ticket is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About LiveChat

LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Create new Zoho CRM module entries from finished LiveChat chats

Create or update Zoho CRM module entries from new LiveChat chats