Integrate LiveChat with Zoho CRM
Send information between LiveChat and Zoho CRM automatically, without writing any code, using Zoho Flow.
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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
- The flow triggers when a new chat is created in LiveChat.
- 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
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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 ended
Triggers when a chat is ended
Chat created
Triggers when a new chat is created
User created or updated
Triggers when the details of an existing user are created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Resume chat
Restarts an archived chat
Close chat
Closes an existing chat
Add tags
Adds tags to the specified record
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add user
Adds a new user
Update module entry
Updates the specified module entry
Add note
Adds a note to the selected module
Convert lead to contact
Converts a lead to a contact
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch event
Fetches an event by its title or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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.
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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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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
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Technical and Operations Head, TruAct
