Send Live Chat Leads to Zoho

LiveChat to Zoho Integration Guide

With Syncspace, you can automatically send new entries from your Live Chat directly to your Zoho CRM, no coding or technical skills required. Your chat data flows seamlessly from one platform to the other.

Just follow the steps in this guide, and your Live Chat submissions will start showing up in SendGrid automatically.
It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a LiveChat account and a Zoho account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App details

• Add your App Name
• Select Zoho from the Dropdown

Step 4 Add your Zoho Access Token(Client Id & Client Secret) and first click Verify then save

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

 

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

Choose LiveChat

Step 7 Copy the Webhook URL generated for LiveChat

 

Step 8 Go to your LiveChat Dashboard → Click on Settings → Navigate to Webhooks

Log in to your LiveChat account and go to the Dashboard.

• On the left-side menu, scroll down and click on “Apps”.

• At the bottom left under Apps, click on “Automate with Webhooks“

Step 9 Click the "Add Webhook" button to generate new Webhook

Step 10 A pop-up will appear paste your webhook URL in the "Target URL" field

• click the  “Save” button.
• Your webhook will be verified (LiveChat will send a test request to confirm it).

Step 11 From the dashboard's sidebar Menu, go to Settings and then click on Forms.

Under the Menu, select Pre-Chat to access the page.
Note: For capturing lead data, it is recommended to enable pre-chat form from the livechat dashboard as shown below

Step 12 Start a Demo Chat Session in LiveChat

Enter the visitor’s name and email.

 

Step 13 Go back to the space and click Verify Webhook, then click Continue

Step 14 Select your Target App from the dropdown

•  Choose Zoho
  

Step 15 Choose "Leads" as the model for Zoho.

Step 16 Select the Zoho account you created earlier while setting up your app credentials.

Step 17 Click on the "Save and Map Fields" button

Step 18 Match the fields from LiveChat to Zoho fields

Example: Name → Full Name, Email → Email, Chat Transcript → Description

Step 19 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

• Click Save and Activate, your space will be saved and activated automatically.

• Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 20 From the Action Column, click to Activate Your Space

Step 21 Start another Demo Chat Session using LiveChat

Step 22 End the chat session

Step 23 Log in to your Zoho account → Go to the CRM module → Leads

You should see the new record created based on the chat submission