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Zoho CRM Integration

ProProfs live chat application provides seamless integration with Zoho CRM, the popular CRM platform. Now all your chat sessions and visitor information can be stored in Zoho CRM directly with just simple integration.

 

Follow these step to integrate ProProfs with Zoho CRM.

 

  • Log in to your Zoho CRM account.

     
  • Click on Setup from the top link
  • Now go to Developer space→CRM API and click on (To manage your authentication tokens, click here).


  • Now you authentication token or Zoho CRM API will be generated.
  • Now Login into your ProProfs Chat control panel.
  • Click on CRM Integration.
  • Checkmark the “Enable Zoho CRM Button.” Then enter your Salesforce login iD, and password also enters the security token of your sales force account and click on “Save changes.”
  • Go to MIS Reports→Visitor Chat Transcripts into the ProProfs control panel. Then click on View the chat transcript. In the bottom of the webpage, you can see the button of “Send to Zoho CRM.”

  • Now you can see that your chat session is posted to your Zoho CRM account.
  • Go to your Zoho CRM account and you able to see the lead for chat transcript.
  • There you can see your all imported chat session.