Talk to Sales: +91 9555-396-396
For Support: +91 80-1055-1055
X
CRM
Connect the Chat ON Desk platform with Zoho CRM
Integrate Chat ON Desk with Zoho CRM to sync chats, alerts, and updates in real time. Automate WhatsApp notifications, log customer interactions, and manage leads within your CRM—no manual effort needed.
Integrate your WhatsApp with Zoho CRM
Why Integrate Chat ON Desk with Zoho CRM?
If you’re wondering why this integration is valuable, here are the top reasons businesses love it:
- Unified Communication System: Manage chat and CRM together.
- Improved Customer Retention: Respond instantly to messages.
- Streamlined Workflow: Automatic lead creation and notifications.
- Data Transparency: Keep all communication history in CRM records.
- Scalability: Integration supports both production and developer environments.
Prerequisites Requirements
Chat ON Desk
Administrative access is required to gain full control over the Chat ON Desk account where the integration will be configured.
Zoho CRM
Administrative access to the Zoho CRM account/organization is needed to authorize data flow and enable necessary permissions.
Internet
A stable and secure internet connection is essential for reliable communication between both platforms via API calls.
Subscription
Ensure your Chat ON Desk account has an active subscription that supports third-party integrations.
Active Plan
Verify that your Zoho CRM plan is active and includes API access or integration support.
Integration Procedure
Seamless messaging meets powerful automation.
Login to Chat ON Desk
Click Login to access your dashboard at app.chatondesk.com
Click the Integration Menu
In the Chat ON Desk dashboard, go to the left menu and click *Integration* to view connection options.
Add a New Integration
Go to the My Integrations page, click the Add Integration button at the bottom-right, and choose from supported apps like Zoho CRM, Shopify, and more.
Select Zoho CRM
Scroll through the list or use the search bar to find *Zoho CRM*, then click its icon to start the integration setup.
Verify Domain
On the Zoho CRM integration page, enter your website URL or domain in the provided field, then click *Verify & Continue* to proceed.
Authorize Zoho CRM Access
Under “Choose the services for Chat ON Desk”, ensure CRM is selected, choose your “Production” or “Developer” CRM organization, and click Submit to continue.
Grant Permissions
Zoho will request permission for Chat ON Desk to access CRM data—review the listed permissions, check the consent box, and click **Accept** to authorize.
Complete and Confirm Integration
After authorization, a message saying “Added successfully” will appear—click Close to finish, and you’ll be redirected to the Chat ON Desk Edit/Configure page.
Usage and Functionality
Powerful tools to grow your business.
- Respond faster to leads.
- Monitor all customer messages in one system.
- Track conversion progress from chat to CRM deal stages.
- Transparent communication tracking.
- Better data synchronization.
- No loss of chat history or client data.
- Leads generated from chat interactions are directly created in Zoho CRM.
- Follow-up tasks can be scheduled immediately.
- Notifications can trigger automated workflows or sales follow-ups
- Access chat transcripts.
- View customer context.
- Track message performance and response times.
- Faster Customer Response: Notifications are instant, enabling teams to reply in real-time.
- Data Accuracy: Automated syncing reduces human error in data entry.
- Workflow Automation: Triggers in Zoho CRM can automate email follow-ups or SMS alerts.
- Customer Insight: Chat ON Desk data enriches CRM profiles with behavioral and engagement data.
Troubleshooting Tips
While integration is generally smooth, you may occasionally face challenges. Here are common issues and their solutions:
| Issue | Possible Cause | Solution |
|---|---|---|
| Authorization failed | Incorrect Zoho credentials | Re-login to Zoho CRM and retry authorization |
| Domain verification failed | Typo in domain URL | Ensure full domain (https:// included) |
| Messages not syncing | API permissions restricted | Recheck access permissions in Zoho developer console |
| Integration not saving | Browser cache issues | Clear cookies or use incognito mode |
| Duplicate leads | Chat form mapping issues | Adjust field mapping in Chat ON Desk settings |
Best Practices for Integration Success
Ensure integration reliability and data integrity over the long term.
To maintain long-term reliability and data accuracy:
- Regularly Review Permissions – Ensure API tokens and access rights remain active.
- Sync Field Mapping – Align Zoho CRM fields (Name, Email, Phone) with Chat ON Desk data fields.
- Backup Data – Periodically export CRM data for record-keeping.
- Monitor API Limits – Zoho CRM enforces API call limits; avoid overuse during high-volume campaigns.
- Train Staff – Ensure your marketing and support teams understand how to use the integrated system efficiently.
Security Considerations
Data privacy and system security are critical.
All data between Chat ON Desk and Zoho CRM is encrypted.
Credentials and tokens are securely stored.
Access is restricted to granted permissions.
GDPR and data protection standards are maintained
Grow Your Business with WhatsApp
Featured Insight
Deep dive into the core features
FAQs
Everything You Need to Know About Using Chat ON Desk with Zoho CRM.
The integration enables businesses to send automated chat notifications, manage customer communications, and log all interactions directly inside Zoho CRM, ensuring centralized communication and better workflow automation.
Yes. You must have administrative privileges for both Chat ON Desk and Zoho CRM to authorize connections, manage API access, and enable permissions.
Absolutely. Once integrated, Chat ON Desk allows real-time message and notification delivery directly from Zoho CRM whenever customer events or lead actions occur.
All messages and notifications sent via Chat ON Desk are automatically logged under the relevant Zoho CRM contact or lead record, ensuring complete visibility and tracking.
Check if Zoho CRM API permissions are correctly granted and tokens are active. You can also reauthorize integration or verify field mappings in Chat ON Desk settings.
Yes. All communication between the two platforms is encrypted, credentials are securely stored, and both systems comply with GDPR and data protection standards
Real stories from real users
Discover how we're making a difference
Revolutionize Customer Engagement With Chat ON Desk
Powerful Tools to Connect, Convert, and Support—Without the Chaos.
Improve Customer Satisfaction
Provide support on your customer’s favorite app, and improve your CSAT scores.
Personalize Marketing
Give your customers a better experience with personalized offers and messages that build a better rapport and repeat business.
Automate sales & support
Get an intelligent chatbot with pre-made ecommerce templates to automate sales & support.
One Customer One Thread
Get all messages in a single thread from all channels, so that you do not have to search at different platforms.
No Code Implementation
Install our Shopify App, so that you do not have to worry about integrating API's, and you can focus on other areas of your business.
Contextual Communication
Loop in an agent when required without losing the context of the conversation.