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.
- When this happens...New Chat
Triggers when the chat is started.
- 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
