Send LiveChat Leads to Zoho

LiveChat to Zoho Integration Guide

With Syncspace, you can automatically send new entries from your LiveChat 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 LiveChat 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 Verify your Webhook URL in Live Chat

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

Step 9 Go back to the space and click Verify Webhook, then click Continue

Step 10 Select your Target App from the dropdown

•  Choose Zoho
  

Step 11 Choose "Leads" as the model for Zoho.

Step 12 Select the Zoho account you created earlier while setting up your app credentials.

Step 13 Click on the "Save and Map Fields" button

Step 14 Match the fields from LiveChat to Zoho fields

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

Step 15 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 16 From the Action Column, click to Activate Your Space

Step 17 Start another Demo Chat Session using LiveChat

Step 18 End the chat session

Step 19 Log in to your Zoho account → Go to the CRM module → Leads

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