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Integration with Zoho CRM

Posted on Aug 27, 2016 11:12

You can easily create new Contacts into your Zoho CRM account during the chat. Just follow the steps below:

 

1. Sign into your Zoho CRM and click on Settings > Setup.

zoho-settings.png

 

2. Under EXTENSIONS & APIS select APIs

zoho-api.png

3. Under CRM API click on the little cog icon then on Authentication Token Generation.

zoho-authentication.PNG

4. In the text field Application Name enter LiveSupporti and click on Generate.

zoho-generate-token.png

5. Copy your Authentication Token.

6. Sign into LiveSupporti and click on Apps > Zoho and paste your Zoho Authentication Token. Click Install.

7. You're done :)

 

Now during the chat when you click on the Zoho icon on the right side of your screen (where visitor's information is displayed), then a new Contact will be created in your Zoho CRM.

add-to-zoho.png