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Zoho

Zoho

CRM

Features with Acquire
  • Attach chat transcripts to your ZOHO contacts.
Zoho CRM integration guide

This integration allows you to view, update, and create Zoho leads, accounts, contacts directly in Front for Zoho CRM accounts on zoho.com.

 

Step 1. Configured with Zoho:

In the Acquire panel, go to Settings > Integrations and click on the to configured with Zoho CRM.

 

 

Step 2. Create API Key:

Get you AUTHTOKEN or API key, please click this URL with your Zoho account mail and password:   https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=YOUR_EMAIL&PASSWORD=YOUR_PASSWORD

 

Step 3. Chat sysnc :

Step 4. Create Lead:

With visitor details, description and tags details will create a Lead. check images below:

 

If you want to update your visitor details into lead or contact you can update it from CRM panel and saved it to CRM.

 

After successfully saved script into your panel. you can start working with Acquire Live Chat.

If you are experiencing any trouble with this integration, please contact us via Acquire or at hello@acquire.io