How to create the best free live chat to use with Zoho CRM

Zoho is a comprehensive suite of business tools designed to streamline operations and drive growth. With a range of applications, including CRM, project management, invoicing, and email, all accessible from a single dashboard, Zoho makes it easy for businesses to improve collaboration, automate processes, and gain greater visibility into their operations.

To fully leverage the potential of websites, businesses should also collect data through their website. This data can include information about website visitors such as their location, interests, and behaviours.

By connecting live chat with Zoho CRM, businesses can automate the process of capturing and organizing customer data. With Zoho, businesses can store all of their customer information in one central location, making it easy to access and utilise for sales and marketing efforts. 

Choose the most reliable and high-quality live chat solution for your Zoho CRM.

Why Serviceform Live chat is the best for Zoho CRM

• Provide fast and efficient customer service through real-time live chat.
• Support multiple teams and structure of agents, and manage all chats from different websites with a single parent account.
• Track team performance with important metrics like total chats, missed chats, average wait time, and average reviews.
• Monitor your customer journey on your website and assign conversations to individual agents or teams using filter tags.
• Allow customers to easily upload files during live chat conversations.
• Integrate live chat with your shopping cart for seamless customer support during the checkout process.
• Get inspired with a library of over 500+ tested and proven templates, available for you to use for free.

Step 1. Create your Serviceform account 

Start by creating your free Serviceform account. After that, you can generate your Serviceform pixel in the box below. To start, type your website URL and select "START NOW".

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Step 2. Install the free live chat on your website

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Using HTML

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If you're a tech-savvy person or have a developer in your team, it's easy to add a Serviceform Live chat to your website using HTML. 

To start, click on the website you’ve set up on your Serviceform account and select settings. 

Then, copy the pixel code and paste it on the header tag section of your website. 

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Voila! Your website just got a lot cooler with Serviceform’s Live chat. 

Using Google Tag Manager

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No worries if HTML isn't your thing. Installing the Serviceform pixel onto your website using Google Tag Manager is easy. 

Simply choose the option to install via Google Tag Manager in your Serviceform account, then copy your unique pixel code.

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Next, head over to your Google Tag Manager account and create a new tag. Then name your tag.

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Once you've named your tag, head to the tag configuration and choose custom HTML from the drop-down menu. Then, simply paste the Serviceform pixel code you copied earlier into the code area.

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Then click on ‘triggering’ and select ‘all pages.’ Then save your work and press submit. In the submission configuration screen, type ‘Adding Serviceform pixel’ into the ‘Version name’ area, and you’re all set. 

Step 3. Test if your Serviceform pixel is live

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You can check if your pixel is active by looking at the top right corner of your dashboard.

If you see a green circle, that means it's active and ready to go. But if you see a red circle, it means it's not active yet. No worries, just give it a quick check and get it up and running in no time. 

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Step 4. Connect your live chat with Zoho through Zapier

Once logged in, click on the option to create a new Zap. In the next step, select “Webhooks by Zapier” under the “App & Event” section, trigger the event “Catch Hook” and click “Continue”.

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Copy the webhook URL from the live chat's settings, then go to the preview and submit a test to see if the webhook correctly tracks your submission.

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On Zapier, go to “Test & Review”, and choose the request you want to monitor. 

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Now at the next step, select the Zoho app and choose the “Create or Update Contact” action event. Proceed by selecting “Continue” and then pick your Zoho account.

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If you haven't connected your Zapier account yet, go to “Edit Accounts” and log in. Next, proceed to “Customise Contact” and fill in the necessary fields for successful integration with your Zoho account. Once you have completed the desired information, select “Done Editing” and run the final test. 

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Congratulations! You're now ready to go. You can run tests, set up email notifications, and more. 

Each time a customer completes a flow through the live chat and submits their information, that data will automatically be added to your Zoho account.