LiveChat + Zoho CRM
Create or update Zoho CRM entries whenever LiveChat chats finish
When a chat concludes in LiveChat, streamline your workflow with this automation that updates or creates a new module entry in your Zoho CRM. This process ensures your client records are always up-to-date, saving you the hassle of manual data entry. It's an efficient method to keep track of your interactions and strengthen your customer relationship management efforts.
When a chat concludes in LiveChat, streamline your workflow with this automation that updates or creates a new module entry in your Zoho CRM. This process ensures your client records are always up-to-date, saving you the hassle of manual data entry. It's an efficient method to keep track of your interactions and strengthen your customer relationship management efforts.
- When this happens...Finished Chat
Triggers when the chat is ended.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
