Chat Inbox
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Welcome to Chatinbox!
What's New
MESSAGING
Messaging Basics
Closing (and Opening) Chats
Customer Profile
Using Labels
Custom Fields
Agent Dashboard
MANAGING and REPORTING
Admin Dashboard
Performance
Customers
Settings
ZOHO CRM INTEGRATION
Summary
Integration
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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Summary
Zoho CRM is an award winning CRM which is trusted by a global network of businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.
Chatinbox integration features;
  • Create Leads, Contacts with a Deal and Sales orders directly from Chat inbox.
  • Display Name, Surname, Email, Description, Notes and Deals
  • Add Notes and Tasks directly to Zoho CRM
  • Display notes and sales orders.
  • Navigate to Contact or Lead with a click
  • Add files, videos, sound and images to Zoho CRM as Note or Attachments
  • Start e new or continue Whatsapp chat, without leaving Zoho CRM page.
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Whatsapp Chats are Better with Chatinbox and Zoho CRM
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Integration
Last modified 6mo ago
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