ZOHO CRM - ClickDesk Live Chat, Voice Chat & HelpDesk Plugin
Enage with your leads better - Convert them to customers with ZOHO integrated Live chat and VoIP Call
Integrated live chat & helpdesk for your ZOHO CRM
ZOHO CRM is a popular hosted SaaS solution which offers customer relationship management functionality, procurement, inventory and accounting functions. Zoho is cloud-based and provides a robust CRM solution to SMBs. ClickDesk live chat and voice chat integration with Zoho makes it a more powerful lead tracking tool.
ZOHO CRM Plugin
ZOHO CRM Live chat Integration Features
- Get complete information about the web visitor from your Zoho CRM. Lookup visitor's email in Zoho and get all the relevant visitor information from CRM.
- Get a powerful combo (chat, call and helpdesk) in a one-click installation and setup.
- Insert post-chat transcript or a note for the lead in your Zoho CRM directly from your IM with a short command
- The integration automatically add the current chat transcript to the lead's note of your CRM
- Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
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ClickDesk - Zoho CRM Integration Guide
Step 1: Get Authentication Token
- Log into your ZOHO CRM account.
- Go to "Setup" and then to "Developer Space" block. Click on the link to generate Auth token
- Copy the authentication token. You can even reset it if you wish to get a new token.
Step 2: Enable the Integration
- Login to your ClickDesk Dashboard.
- Go to Live Chat -> Plugins & Integrations and click on the ZOHO logo to configure.
- Enter your ZOHO username, password, Auth token and save the details to enable the plugin.
Step 3: Retrieve Lead Info
- Your ZOHO CRM plugin is now active on your account.
- When a customer visits your website and enters his email to initiate a live chat, the operator receives customer's information from Zoho directly on their IM.
Step 4: Add a new lead
- You can add a new contact to your ZOHO CRM directly from your IM during the live chat with a potential customer.
- To add a new contact during the live chat, use the "/add" command in Google Talk or "\add" command in Skype. A new contact will be created under "Leads" in your ZOHO CRM with the Name and Email details filled.
Step 5: Add post-chat note
- Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track the customer closely.
- Once the integration with ZOHO is setup, the post-chats are automatically added to the leads profile in the 'notes' section.
Step 6: Add Note Manually
- In addition to the entire chat transcript (post-chat) that is added automatically, the operator can add a desired message to the particular lead's note.
- To add a note for the existing lead at any time during the chat conversation, send '/note message' in Gtalk or '\note message' in Skype.
