Google chat integration
Setting up Google Chat Integration
In order to stay aligned on shared goals, conversation naturally happens before, during, and after any collaborative tasks. Within the sales team, these conversations may range from face-to-face meetings with your colleagues, forum announcements, emails, notes in CRM records, and so on. Among these, a chat tool is often used for quick internal communication.
The conversations on such a tool usually revolve around specific opportunities, accounts, or contacts. Data related to these entities is stored in the CRM. So. businesses usually integrate their CRM with a chat tool to share context quickly, to send timely notifications, and to ensure seamless team collaboration.
Zoho CRM's integration with Google Chat makes it the best companion for salespeople and customer-facing teams that rely heavily on Google Chat for collaboration. From sharing records to getting real-time notifications on customer responses or deviations in your sales trends, Zoho CRM's integration with Chat help you close deals where you collaborate.
The conversations on such a tool usually revolve around specific opportunities, accounts, or contacts. Data related to these entities is stored in the CRM. So. businesses usually integrate their CRM with a chat tool to share context quickly, to send timely notifications, and to ensure seamless team collaboration.
Zoho CRM's integration with Google Chat makes it the best companion for salespeople and customer-facing teams that rely heavily on Google Chat for collaboration. From sharing records to getting real-time notifications on customer responses or deviations in your sales trends, Zoho CRM's integration with Chat help you close deals where you collaborate.
With this integration you can:
- Share CRM records with a user or a space in Google Chat
- Distribute charts from your dashboard to users or spaces in Google Chat
- Schedule reports to be delivered via Google Chat
- Get automatic notifications via Google Chat for events in CRM
- Access CRM data within Google Chat
Availability
Permission Required
Users with the administrator profile can set up this integration.
This feature is not available for accounts in the China DC.
Users with the administrator profile can set up this integration.
This feature is not available for accounts in the China DC.
Enable Chat Integration
A user with the Administrator profile can set up the Google Chat integration in Zoho CRM. Once is has been enabled, CRM data can be shared across channels and users in Google Chat.
To enable Google Chat integration in Zoho CRM
- Navigate to Setup > Marketplace > Google.
- Click the Google Chat tab.
- Click Enable.
Note
- This integration can only be used by Google Workspace users.
- 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 set the context for a conversation on Google Chat, you can share CRM records to your peers or spaces. You can share records from all the modules that have a business card view.
To share a record with a user or a space on Google Chat
- Click on a record that you want to share.
- In the record detail page, click the More options icon, then click Share via Google Chat.
- In the pop-up, enter the following details:
- Enter the Message that needs to be posted along with the business card view.
- Choose if you want to Notify To Users or Spaces.
- Based on the previous choice, select the required user or space.
- Click Send.
Occasionally, the focus of your internal conversations extends beyond particular contacts or deals and delves into topics like target attainment, pipeline health, and so on. To add context in these cases, you can share dashboard components with a user or a space.
To share a dashboard component with a user or a space on Google Chat
- Hover over the dashboard component under the Analytics module.
- Click the More options icon, then click Share via Google Chat.
- In the pop-up, enter the following details:
- Enter the Message that needs to be posted along with the dashboard component.
- Choose if you want to Notify To Users or Spaces.
- Based on the previous choice, select the required user or space.
- Click Send.
To deliver a scheduled report via Google Chat
Within Google Chat, you can automatically receive important reports on a periodic basis. For example, you can automate the delivery of weekly sales performance reports to your team.
- Click the Reports tab.
- In the Reports Home page, select Scheduled Reports from the Folders tray on the left side.
- Click on:
- An existing scheduled report if you want to change its channel to Google Chat
- New Report Scheduler if you want to create a new scheduled report.
- In the pop-up, enter the details as needed. Under the Recipient Information section:
- Select Google Chat in the Send Report via dropdown.
- Choose if you want to Notify To Users or Spaces.
- Based on the previous choice, select the required user or space.
- Click Schedule.
Receive automated notifications via Google Chat
Automated CRM notifications help users receive real-time updates about important events. Examples include:
- Real-time lead notifications enabling sales teams to follow up with potential customers quickly.
- Notifications to sales managers about the progress of leads and opportunities in the sales funnel.
- Task reminders to help sales representatives remember important tasks, such as follow-up calls or meetings.
With the Google Chat integration, you can receive such notifications via Google Chat. You can trigger notifications related to workflow rules, signals, zia anomaly detection, and competitor alerts.
Trigger notifications through Workflow Rules
You can use Workflow rules to automate the execution of routine actions. The trigger for these routine actions needs to be configured. For instance, you can send email alerts (action) when a deal reaches a particular stage (trigger). With the Google Chat integration, your workflow rules will include the option of sending notifications via Google Chat.
Note
- We use CRM Bot to send Google Chat notifications to the users. If the user unsubscribes the Bot, they will not receive further notifications.
- You can configure up to five Google Chat notifications/condition.
To send Google Chat notifications as part of a workflow rule
- Navigate to Setup > Automation > Workflow Rules.
- In the Workflow Rules page, select a rule to which you want to add Google Chat notification as an instant action.
- Click Instant Actions > Notify > via Google Chat.
- In the pop-up, enter the following details:
- Enter the Message that needs to be posted.
- Choose if you want to Notify To Users or Spaces.
- Based on the previous choice, select the required user or space.
- Click Save.
Enable Signals notifications via Google Chat
Customers communicate with your organization through multiple channels. For example, a customer may send an email to your sales rep or they may have responded to a survey. Real-time notifications (appropriately named 'Signals') are triggered in CRM whenever this happens.
On integrating Zoho CRM with Google Chat, you can choose to receive these Signals notifications via Google Chat as well. Whether you are collaborating on Chat or working in the CRM, this will help you promptly follow up with customers.
On integrating Zoho CRM with Google Chat, you can choose to receive these Signals notifications via Google Chat as well. Whether you are collaborating on Chat or working in the CRM, this will help you promptly follow up with customers.
To enable Signals notifications via Google Chat
- In Zoho CRM, navigate to Setup > Channels > Signals.
- 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. - Once you have completed the settings, click Save.
Enable Zia notifications via Google Chat
Zia is Zoho CRM's AI assistant. Zia's capabilities allow you to apply the power of AI to improve everything from the productivity of CRM users to the strategy your business should take. When it comes to notifications, Zia can trigger alerts whenever an anomaly is detected. For example, if there is a significant drop in the rate of closing closure, Zia will notify you to keep you informed about this development.
With the integration of Google Chat with CRM, you can receive Zia notifications within Google Chat.
With the integration of Google Chat with CRM, you can receive Zia notifications within Google Chat.
To enable Zia notifications via Google Chat
- In Zoho CRM, navigate to Setup > Zia > Notifications.
- Click the tab whose notifications you want to receive via Google Chat.
- Hover over the notification and click the Edit icon that appears under the Notify Via column.
- In the Select Channel popup, enable the Google Chat checkbox.
- 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
Zia Competitor Alert notifies your sales reps whenever a competitor is mentioned by a lead or contact. You can choose to receive this alert via Google Chat.
To receive Zia competitor alerts via Google Chat
- Navigate to Setup > Zia > Competitors.
- In the Competitor Alerts page, click New Alert.
- In Create Competitor Alerts page, fill in the detail as needed.
- In Send Alerts Via, select Google Chat.
- Select the recipients (Users or Spaces) of the alert.
- Click Save.
Use slash commands to fetch CRM information within Google Chat
When you are in the middle of a conversation with your peers, you may need to refer to or share a CRM record. You know exactly which record you need. Still, you'll have to switch between Zoho CRM and Google Chat to get that record.
Once you've integrated CRM with Google Chat, you can fetch that record without leaving your conversation in Google Chat. To do so, you can use slash commands.
A slash command is a command that you enter in a conversation within Google Chat to retrieve CRM records.
Following are the chat commands that can be entered on Chat:
Purpose | Slash Command | Example |
To fetch recent leads from your CRM account | /zcrm_leads | /zcrm_leads |
To fetch leads with a specific lead name | /zcrm_searchlead [Lead] | /zcrm_searchlead watson |
To fetch recent accounts from your CRM account | /zcrm_accounts | /zcrm_accounts |
To fetch accounts with a specific account name | /zcrm_searchaccount [Account] | /zcrm_searchaccount zylker |
To debug | /zcrm_debug | /zcrm_debug |
To revoke the connection of Zoho CRM and Google Chat | /zcrm_revoke | /zcrm_revoke |
To enter a slash command
- Go to the particular chat window in Google Chat where you wish to share CRM info.
- In the message box, enter one of the commands seen above. For example, /zcrm_searchlead watson.
- As you type the command, you will be offered a list of matching results to choose from.
- Choose the record you wish to post in the chat.
A business card view of the record is displayed. - Click Share to send the record information to the user or space.
Note
- Only 10 results will be shown.
Disable Google Chat Integration
You can deactivate the entire integration by clicking on the Disable button. On deactivating, all the options in Zoho CRM to share via Google Chat will no longer be available.
To deactivate the Google Chat integration
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > Marketplace > Google.
- Click the Google Chat tab.
- Click Disable.
Note
- All authorizations between CRM & Google Chat will be removed when you do any of the following actions:
- Disable the integration in the CRM
- Uninstall the CRM bot in Chat
- Invoke the Revoke option in Chat
- 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:
- Workflow notifications
- Competitor alert notifications
- Scheduled reports
- 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:
- Signals
- Zia notifications
- Anomaly detector notifications
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Configuring Google Ads Integration in Zoho CRM
Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in Zoho CRM. Setting up Zoho CRM for Google Ads comprises of these steps: Step 1: Authentication - Enable this feature and authorize your Zoho ...Tracking Google Ads Data
Once the integration is set and your web forms are live, you can easily track your Google Ads information inside Zoho CRM. Within Zoho CRM, you can track the Google Ads data in a few places. Google Ads Tab - Details related to the Google Ads Client ...Attach Files from Google Drive
Key Features Connect to Google Drive with just a click of a button. Attach documents from Google Drive into Zoho CRM without the hassle of downloading. Share documents and work together in real time. Authenticate Google credentials only the very ...Exporting Meetings to Google Calendar
Sharing your Zoho CRM calendar meetings is made easy with the Export to Google Calendar feature. By exporting the selected meetings from CRM Calendar to Google Calendar, you can view and share them with other users in Google Calendar. It also helps ...Zoho CRM Webforms for Google Sites
Webforms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish their ...
New to Zoho LandingPage?
Zoho LandingPage Resources