Zoho CRM Integration
Connect CrispChat with Zoho CRM to automatically sync leads and customer data.
Overview
Seamlessly push chat leads into Zoho CRM as contacts or leads. Keep your sales team informed with real-time data sync and conversation history.
Features
Lead Creation
Automatically create leads in Zoho when visitors share their contact info.
Contact Sync
Update existing contacts with new chat interactions and data.
Notes & Activities
Attach chat transcripts as notes on lead or contact records.
Custom Fields
Map custom data collected in chat to Zoho custom fields.
Setup
1
Navigate to Integrations
Go to Settings → Integrations → Zoho CRM.
2
Authenticate with Zoho
Click Connect and sign in with your Zoho account.
3
Map Fields
Configure how CrispChat data maps to Zoho fields.
4
Test & Activate
Send a test lead and verify it appears in Zoho CRM.