This integration allows you to generate a new lead in Zoho CRM from finished chats in Jivo. It saves contact data and chat logs with each generated client.
To integrate Zoho CRM, open your JivoChat application and go to Manage > Integrations and click on Zoho CRM.
After that, the connection page will open and you will need to fill in the following fields:
1.Access token: To generate a token, access your Zoho CRM control panel and go to Setup -> Developer Space -> APIs -> Zoho Service Communication (ZSC) Key. Generate a token and return to the Jivo app.
Paste the token in the “Access Token” field on the JivoChat application.
2.Integration name. The name that will be displayed in the list of connected integrations. Any name will suffice.
3.Select channels for this integration. Click to open the list of available channels and select the ones to enable this integration.
Hit the Connect button and you are all set.
Done! The integration will be connected and you will receive data from JivoChat into your CRM. After connecting, the integration will appear in the “Connected integrations” list, where you can change its settings and view the event logs.