LiveChat + Zoho CRM

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.

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.

  1. When this happens...
    LiveChatLiveChat
    New Chat

    Triggers when the chat is started.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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
    • ModuleRequired

    Trigger
    Instant
    Try It
livechat logo
livechat logo

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 more

Related categories

  • Customer Support
zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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