Integrations Freshchat Classic Zoho CRM
Freshchat Classic + Zoho CRM

Connect Freshchat Classic and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Freshchat Classic

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Freshchat Classic and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

New or Updated Lead

New or Updated Lead

Triggers when a lead is created or updated in Zoho CRM since the last schedule run.

Request a new Trigger for Freshchat Classic

Do thisActions

Action is the task that follows automatically within your Freshchat Classic integrations.

Create a User

Create a User

Add a new user to Freshchat.

Search Users

Search Users

Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.

Create a conversation

Create a conversation

Creates a new conversation.

Search User

Search User

Search a user.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

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Frequently Asked Questions

How do I start an integration between Freshchat Classic and Zoho CRM?

To start, connect both your Freshchat Classic and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Freshchat Classic is recorded in Zoho CRM?

Absolutely. You can customize how Freshchat Classic data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshchat Classic and Zoho CRM?

The data sync between Freshchat Classic and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshchat Classic to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshchat Classic and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Freshchat Classic and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Freshchat Classic

About Freshchat Classic

Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.

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Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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