Zoho CRM Connector App
Verified by FreshworksSync data between Freshchat/CSS and Zoho CRM
Published by Freshworks(about 2 days ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
The Zoho CRM Connector app seamlessly integrates Freshchat/CSS and Zoho CRM, enhancing data flow and operational efficiency.
The app allows syncing of contacts and accounts. For syncing other objects, please contact support@freshdesk.com. For more details, refer to the article - https://crmsupport.freshworks.com/en/support/solutions/articles/50000009994
With the data sync feature, you can do the following:
Data sync from Zoho CRM to Freshchat/CSS:
1. Generate reports on Freshchat/CSS based on Zoho CRM data.
2. Run automation on Freshchat/CSS conversations using Zoho CRM information.
Data sync from Freshchat/CSS to Zoho CRM:
1. Keep the sales team in sync with data from Freshchat/CSS.
2. Run reports on Zoho CRM using data from Freshchat/CSS conversations.
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1. Install the App:
- Go to Admin -> Marketplace Apps and search for ‘Zoho CRM Connector App’.
- Click on Install and connect your account.
2. Connect Freshchat:
- Enter your Freshchat & CRM domain and API keys from Admin -> API settings
- Select the agents who will have access to the Zoho CRM configuration.
- Click 'Install'. Once the app installation is complete, navigate to the full-page app on the left navigation bar.
For more detailed instructions on how to install the app, refer to this article - https://crmsupport.freshworks.com/en/support/solutions/articles/50000009994
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