Connect Chatra + Zoho CRM with no-code integration in a few clicks

Integrate Chatra to Zoho CRM easy, secure and without limits using visual builder and powerful API connectors

Looking for Chatra and Zoho CRM integration service?

Using Onlizer you can connect Chatra with Zoho CRM, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Chatra + Zoho CRM

Onlizer provides you with all required tools to setup connection and send info between Chatra and Zoho CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Chatra and Zoho CRM accounts

2

Integrate

Customize your Chatra to Zoho CRM integration

3

Launch

Run automation Chatra + Zoho CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Chatra to Zoho CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Chatra and Zoho CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Chatra + Zoho CRM
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Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case
Chatra

Chatra is live chat software that helps to increase revenue and collect feedback providing an easy way for website owners to talk to visitors in real-time.

Read more about Chatra integrations
Zoho CRM

Zoho CRM empowers a business around the world to engage leads, manage deals and handle communication with your clients. Integrate Zoho CRM with other services and automate contacts, leads and deals tracking, management and analytics.

Read more about Zoho CRM integrations

Chatra + Zoho CRM integration ideas

Support or submit Chatra and Zoho CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Sync client data from Zoho to ClickUp
Upvote: 1
Sync task custom fields between systems
Upvote: 1
Import WhatsApp contacts to ZOHO CRM
Upvote: 1
Request Chatra + Zoho CRM integration Check all Chatra + Zoho CRM suggestions

Explore Chatra and Zoho CRM integration features

You can easy create integration for Chatra and Zoho CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

On chat finished in Chatra

Trigger will be activated after when chat is finished. Chat is considered finished after the visitor goes offline (leaves your website) or all the agents who participated in the conversation leave the chat

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On message received in Chatra

Trigger will be activated after message was received with some exceptions. Will not be triggered if: 1. Message is an automatic targeted message from an agent. 2. Visitor’s chat is blocked by a mandatory pre-chat form. In this case, the event will be triggered after the pre-chat form is filled by the visitor 3. Message is a pushed message and there are no previous conversations with the visitor.

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On chat started in Chatra

Trigger will activate after chat was started by a visitor or an agent

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Create data source in Zoho CRM

Allows create data source to connect Zoho CRM with BI services like Google Looker Studio or Power BI

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Contact created in Zoho CRM

Trigger activates when new contact was created.

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Contact updated in Zoho CRM

Trigger activates when new contact was updated.

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Deal created in Zoho CRM

Trigger activates after new deal was created. Optionally you can select specific pipeline and status to track

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Deal stage changed in Zoho CRM

Trigger activates when stage for existing deal was changed

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Send message (by agent email) in Chatra

Send a message as an agent (by agent email). If agent profile is not exist it will be created

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Send message (by agent ID) in Chatra

Send a message as an agent (by id)

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Create lead in Zoho CRM

Create a new lead

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Get accounts list in Zoho CRM

Return available accounts

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Get campaigns list in Zoho CRM

Return available campaigns

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Find or create contact in Zoho CRM

Find contact by Phone or Email. If Contact is not found - new will be created

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Get contacts custom fields in Zoho CRM

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FAQ

Connect Chatra and Zoho CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Chatra and Zoho CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Chatra and Zoho CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Chatra to Zoho CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Chatra and Zoho CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Zoho CRM when event occured in Chatra or when data changed in Zoho CRM to perform action in Chatra. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Chatra and Zoho CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Chatra and Zoho CRM with 300+ services like: