LiveChat + Zoho CRM
LiveChat + Zoho CRM
Create or update Zoho CRM module entries from new LiveChat chats
Stay on top of your customer interactions with this streamlined workflow. When a new chat springs up in LiveChat, it will update or create a module entry in your Zoho CRM, ensuring you have accurate and up-to-date information for every customer conversation. This automation makes it easy to maintain rich, detailed record keeping without the manual work, allowing you to focus more on serving your customers and less on administrative tasks.
- When this happens...New ChatTriggers when the chat is started.
- automatically do this!Create/Update Module EntryCreate or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try ItTriggerInstant - New Chat
Triggers when the chat is started.
Try ItTriggerInstant - New Visitor in Queue
Triggers when a visitor enters queue.
Try ItTriggerInstant - 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.
Try ItTriggerPolling
- Finished Chat
Triggers when the chat is ended.
Try ItTriggerInstant - New Ticket
Triggers when the ticket is created.
Try ItTriggerInstant - 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.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
