LiveChat + Zoho CRM
Create new Zoho CRM module entries from finished LiveChat chats
Organize your customer conversations efficiently with this LiveChat to Zoho CRM workflow. Every time a chat session ends on LiveChat, a new entry is created in your Zoho CRM module. This simple automation helps keep your customer database up to date, enhancing your ability to follow up with each interaction in a seamless manner.
Organize your customer conversations efficiently with this LiveChat to Zoho CRM workflow. Every time a chat session ends on LiveChat, a new entry is created in your Zoho CRM module. This simple automation helps keep your customer database up to date, enhancing your ability to follow up with each interaction in a seamless manner.
- When this happens...Finished Chat
Triggers when the chat is ended.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Chat Changed
Triggers when the tag list for a particular chat was changed.
Try ItNew Chat
Triggers when the chat is started.
Try ItNew Visitor in Queue
Triggers when a visitor enters queue.
Try ItNew 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.
Try It
