Setting up Google Chat Integration

1. Share CRM records with a user or a space in Google Chat
   
2. Distribute charts from your dashboard to users or spaces in Google Chat
   
3. Schedule reports to be delivered via Google Chat
   
4. Get automatic notifications via Google Chat for events in CRM
   
5. Access CRM data within Google Chat
   

Permission Required
Users with the administrator profile can set up this integration.
This feature is not available for accounts in the China DC.

Enable Chat Integration

1. Navigate to Setup > Marketplace > Google.
   
2. Click the Google Chat tab.
   
3. Click Enable.
   

Note

1. This integration can only be used by Google Workspace users.
   
2. Users will need to authorize the integration the first time they take an action, like sharing a record through Google Chat, if the integration is enabled but they haven't authorized it yet.
   

Share CRM data with peers via Google Chat

To share a record with a user or a space on Google Chat

1. Click on a record that you want to share.
   
2. In the record detail page, click the More options icon, then click Share via Google Chat.
   
3. In the pop-up, enter the following details:
   
1. Enter the Message that needs to be posted along with the business card view.
   
2. Choose if you want to Notify To Users or Spaces.
   
3. Based on the previous choice, select the required user or space.
   
4. Click Send.
   

To share a dashboard component with a user or a space on Google Chat

1. Hover over the dashboard component under the Analytics module.
   
2. Click the More options icon, then click Share via Google Chat.
   
3. In the pop-up, enter the following details:
   

1. Enter the Message that needs to be posted along with the dashboard component.
   
2. Choose if you want to Notify To Users or Spaces.
   
3. Based on the previous choice, select the required user or space.
   
4. Click Send.
   

To deliver a scheduled report via Google Chat

1. Click the Reports tab.
   
2. In the Reports Home page, select Scheduled Reports from the Folders tray on the left side.
   
3. Click on:
   
1. An existing scheduled report if you want to change its channel to Google Chat
   
2. New Report Scheduler if you want to create a new scheduled report.
   
4. In the pop-up, enter the details as needed. Under the Recipient Information section:
   
1. Select Google Chat in the Send Report via dropdown.
   
2. Choose if you want to Notify To Users or Spaces.
   
3. Based on the previous choice, select the required user or space.
   
4. Click Schedule.
   

Receive automated notifications via Google Chat

1. Real-time lead notifications enabling sales teams to follow up with potential customers quickly.
   
2. Notifications to sales managers about the progress of leads and opportunities in the sales funnel.
   
3. Task reminders to help sales representatives remember important tasks, such as follow-up calls or meetings.
   

Trigger notifications through Workflow Rules

Note

1. We use CRM Bot to send Google Chat notifications to the users. If the user unsubscribes the Bot, they will not receive further notifications.
   
2. You can configure up to five Google Chat notifications/condition.
   

1. Navigate to Setup > Automation > Workflow Rules.
   
2. In the Workflow Rules page, select a rule to which you want to add Google Chat notification as an instant action.
   
3. Click Instant Actions > Notify > via Google Chat.
   
4. In the pop-up, enter the following details:
   
1. Enter the Message that needs to be posted.
   
2. Choose if you want to Notify To Users or Spaces.
   
3. Based on the previous choice, select the required user or space.
   
4. Click Save.
   

Enable Signals notifications via Google Chat

1. In Zoho CRM, navigate to Setup > Channels > Signals.
   
2. In the Signals Settings tab, under the Google Chat column, select or clear checkboxes for the respective communication services.
   For example, if you select the Missed checkbox under Call, you will begin receiving notifications on Google Chat for every missed call in Zoho CRM.
3. Once you have completed the settings, click Save.
   

Enable Zia notifications via Google Chat

1. In Zoho CRM, navigate to Setup > Zia > Notifications.
   
2. Click the tab whose notifications you want to receive via Google Chat.
   
3. Hover over the notification and click the Edit icon that appears under the Notify Via column.
   
4. In the Select Channel popup, enable the Google Chat checkbox.
   
5. Click Save.
   

Note

You can create custom anomaly detectors (available as dashboard components). If you subscribe to notifications for an anomaly detector, you can choose to receive those notifications via Google Chat.

Receive Zia competitor alerts via Google Chat

1. Navigate to Setup > Zia > Competitors.
   
2. In the Competitor Alerts page, click New Alert.
   
3. In Create Competitor Alerts page, fill in the detail as needed.
   
4. In Send Alerts Via, select Google Chat.
   
5. Select the recipients (Users or Spaces) of the alert.
   
6. Click Save.
   

Use slash commands to fetch CRM information within Google Chat

1. Go to the particular chat window in Google Chat where you wish to share CRM info.
   
2. In the message box, enter one of the commands seen above. For example, /zcrm leads watson.
   
3. As you type the command, you will be offered a list of matching results to choose from.
   
4. Choose the record you wish to post in the chat.
   A business card view of the record is displayed.
5. Click Share to send the record information to the user or space.
   

Note

1. Following is the list of field types that can be fetched using the slash commands in Google Chat.
   
1. Single line
   
2. Multi line
   
3. Email
   
4. Pick list
   
5. Multi pick list
   
6. Lookup
   
7. Number fields
   
2. Slash commands are only supported in the Leads, Accounts, Contacts, and Deals modules.
   
3. All comparators are case-insensitive.
   
4. Users can search for a record based on a maximum of 5 fields.
   
5. Only 10 results will be shown.
   
6. Salutation, date and date time field not available for search.
   
7. The maximum number of values that can be searched against a field is 10.
   
8. Note that the name of the module has to be in the plural form. For example, "leads", "contacts", "accounts". The singular form of the module name is not supported in the slash commands.
   

Disable Google Chat Integration

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Marketplace > Google.
   
3. Click the Google Chat tab.
   
4. Click Disable.
   

Note

1. All authorizations between CRM & Google Chat will be removed when you do any of the following actions:
   
1. Disable the integration in the CRM
   
2. Uninstall the CRM bot in Chat
   
3. Invoke the Revoke option in Chat
   
2. When you disable the integration in any of the above ways, some Chat-related configurations will be removed completely. These will have to be reconfigured when you re-enable the integration. These include:
   
1. Workflow notifications
   
2. Competitor alert notifications
   
3. Scheduled reports
   
3. Other Chat-related configurations will not be available when you disable the app. However, when you re-enable the integration and authorize the Google Chat account, they will be restored to the state they were in at the time of disabling the integration. These include:
   
1. Signals
   
2. Zia notifications
   
3. Anomaly detector notifications