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.
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 Chat
Triggers when the chat is started.
- 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
