Integrate LiveChat with Zoho CRM

Send information between LiveChat and Zoho CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a lead in Zoho CRM for new chat sessions in LiveChat

Instantly capture new lead data in real-time. This flow will add a new lead in Zoho CRM each time a new live chat session occurs in LiveChat.

How it works
  1. The flow triggers when a new chat is created in LiveChat.
  2. Zoho Flow creates a new lead. Updates the lead details if the email already exists. in Zoho CRM.
+

Create a lead in Zoho CRM for new chat sessions in LiveChat

LiveChat + Zoho CRM

Build your own integrations between LiveChat and Zoho CRM

Connect LiveChat and Zoho CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiveChat and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Visitor queued

Triggers when a visitor is queued

Chat created

Triggers when a new chat is created

Chat ended

Triggers when a chat is ended

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Resume chat

Restarts an archived chat

Close chat

Closes an existing chat

Send email template

Sends an email to the specified users

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send mail merge

Sends a mail merge with details of the selected record

Draft email template

Drafts an email based on the selected template

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Raise signal

Raises a signal to Zoho CRM

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

What is LiveChat?

LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.

Customer Support

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY