This integration allows you to view, update, and create Zoho leads, Notes directly in Front for Zoho CRM accounts on zoho.com.
Step 1. Configured with Zoho
In the Acquire panel, Go to https://app.acquire.io/app-store and click on the to configured with Zoho CRM.
Past your zoho crm account https with your domain, eg: https://crm.zoho.in, https://crm.zoho.com, https://crm.zoho.eu.
Now enter your Zoho Crm admin account credentials to log in.
Authorizing the application will give you access to Acquire from Zoho CRM.
You can now choose to send leads and their conversations manually or automatically.
By enabling auto sync, all Leads details from Acquire will automatically sync to Zoho CRM.
Mapping between the fields can be done manually or automatically. By enabling auto sync, all of your customer Leads details will be automatically sync in Zoho CRM.
After connecting successfully.
Step 2. Implementation
A customer support agent can save a customer’s details during a chat. After clicking on “Save to CRM”, click the Zoho button to send the customer details and a chat transcript to Zoho CRM.
Step 3. Create Lead
Customer details will get saved automatically into your Zoho CRM account. You will be able to view the customer data in the Zoho CRM dashboard, under the Leads section. You can view the chat transcripts under the Leads Notes section.
Once you have saved your script successfully, you can start working with Acquire live chat. If you are experiencing any trouble with this integration, please feel free to contact us at firstname.lastname@example.org. Check out our other integrations here!
If you are experiencing any trouble with this integration, please contact us via Acquire or at email@example.com