Zoho CRM Integration with Live2Support Live Chat
The integration of Live2Support with Zoho CRM provides you a powerful tool to deliver personalized and effective customer service. This integration facilitates your sales team or support executives to effectively manage customers and deliver what you promise.
Integration Features:
- Add a note to an existing contact
- Search for desired contact if default results were not satisfying
- Add a new contact using pre-chat survey data
- Add a new lead with chat transcript as a note
How to Integrate Live2Support Live Chat with Zoho CRM
- Login into ZOHO CRM account.
- Click on Setup from top link
- Now you authentication token or ZOHO CRM API will be generated.
- Check mark the “Enable Zoho Crm Button” . Then enter your Sales force login iD and password also enters the security token of your sales force account and click on “Save changes”.
- Go to Reporting & Hits Analysis→Visitor Chat Transcripts into the Live2support control panel. Then click on View the chat transcript. In the bottom of the webpage you can see the button of “Send to Zoho Crm”.
- Now you can see that your chat session is posted to your Zoho Crm account.
- Go to your Zoho Crm account and you able to see lead for chat transcript.
- There you can see you’re all the imported chat session.