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Zoho CRM Integration
Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.
Connect WeConnect.Chat with Zoho CRM
- Go to your WeConnect.Chat dashboard and select your chat interface. Then click on the builder, and go to Settings->Integrations
- Click on Connect button.
- Click on Connect button.
- Login into your Zoho account in which the responses will be saved will belong to this account.
- You will get this pop-up asking for permission. Click on Accept. The pop-up will redirect to the same page.
- Click on Configure button
- Enable the Push Created Lead to CRM toggle and click on Configure button.
- To configure Field mapping, click on gear. Add field and its values as per your requirement
- To configure data source, click on gear icon
Select the source whichever you want.
- Keep the lookup as it is.
Test the Integration
- Go to Conversation of the selected chat interface
- Start contact-related components like Email, Number, Open Question, etc. And make sure you have enabled the Contacts checkbox and the tag is selected and click the Save button.
- Have a complete interaction with your chat interface.
- Check your Zoho CRM Contacts section. You should see that the data has been saved.
Disconnect the Integration
- Just click on the Disconnect button and your integration will get disconnected.
