Connect tawk.to and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor starts chat
End Tawk.to chat
New chat transcript arrives
Create Chat Ticket
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use tawk.to and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your tawk.to and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how tawk.to 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.
The data sync between tawk.to and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between tawk.to 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.
About tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn MoreAbout 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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