How to Integrate Zoho CRM With ProProfs Live Chat

 

ProProfs Live Chat provides seamless integration with Zoho CRM. Now all your chat sessions and visitor information can be directly stored in the Zoho CRM.

 

Here's how you can integrate ProProfs Live Chat with Zoho CRM:

Step 1: On your Zoho CRM dashboard, click Setup on the top right corner.

 

Zoho

 

Step 2: Go to Developer Space.


Zoho developer space

 

Step 3: Go to the tab CRM API and click (To manage your authentication tokens, click here).

Zoho CRM API

 

Step 4: The authentication token is generated.


Zoho authentication token

 

Step 5: Access your ProProfs Live Chat dashboard and go to Settings >> Integrations and enable Zoho.

 

ProProfs Chat settings

 

Step 6: Enter the required details below and save. The integration is now complete.

 

Zoho integration

 

Now you can see that your chat session is posted to your Zoho CRM account.

 

Step 7: Go to your Zoho CRM account and you able to see the lead for chat transcripts.


Zoho CRM

 

Step 8: There you can see your imported chat sessions.


Zoho chat details
Zoho chat details

 

 

 

 

 

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