Chat Inbox
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Welcome to Chatinbox!
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MESSAGING
Messaging Basics
Closing (and Opening) Chats
Customer Profile
Using Labels
Custom Fields
Agent Dashboard
MANAGING and REPORTING
Admin Dashboard
Performance
Customers
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ZOHO CRM INTEGRATION
Summary
Integration
Connecting with Zoho CRM
Mapping Users
Customer Profile
Starting Chats from Zoho CRM
Automate Messages
Shopify Integration
Adding Chat Button to Your Shopify Store
Customer Profile
Order Details
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Connecting with Zoho CRM
Connecting Zoho CRM with Chatinbox requires an admin account in Zoho CRM/
To connect Zoho CRM, follow these steps;
1.
Login to Chatinbox with admin user
2.
Go to Settings > Integrations page.
Whatsapp Zoho CRM Integration
3. Click on INTEGRATE on Zoho Box.
4. Click on URL link to open integration page.
5. Enter your verification code and click Verify & Accept.
You will see a success message. This means everything is OK.
6. Go back to Integration page and click on OPEN INTEGRATION button.
Great! You succesfuly integrated Zoho CRM.
Now you can map your users.
ZOHO CRM INTEGRATION - Previous
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Mapping Users
Last modified
1yr ago
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