LiveChat and Zoho Mail Integration

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Automatically save LiveChat transcripts to Zoho Mail for record-keeping, compliance, or sales follow-ups. Latenode's visual editor and affordable pricing make this integration simple to customize and cost-effective to scale for any team.

Swap Apps

LiveChat

Zoho Mail

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Zoho Mail

Create a New Scenario to Connect LiveChat and Zoho Mail

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Zoho Mail will be your first step. To do this, click "Choose an app," find LiveChat or Zoho Mail, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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LiveChat

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#1 LiveChat

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Connect LiveChat

Sign In

Run node once

Add the Zoho Mail Node

Next, click the plus (+) icon on the LiveChat node, select Zoho Mail from the list of available apps, and choose the action you need from the list of nodes within Zoho Mail.

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LiveChat

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Zoho Mail

Authenticate Zoho Mail

Now, click the Zoho Mail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Mail settings. Authentication allows you to use Zoho Mail through Latenode.

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LiveChat

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Zoho Mail

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#2 Zoho Mail

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Connection *

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Connect Zoho Mail

Sign In

Run node once

Configure the LiveChat and Zoho Mail Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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LiveChat

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Zoho Mail

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Connect Zoho Mail

Zoho Mail Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the LiveChat and Zoho Mail Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Zoho Mail

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Trigger on Webhook

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring LiveChat, Zoho Mail, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the LiveChat and Zoho Mail integration works as expected. Depending on your setup, data should flow between LiveChat and Zoho Mail (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect LiveChat and Zoho Mail

LiveChat + Google Sheets + Zoho Mail: When a chat is deactivated in LiveChat, the chat transcript and user details are added to a new row in Google Sheets. Then, a copy of the transcript is sent via email using Zoho Mail.

Zoho Mail + LiveChat + Slack: When a new email matching a specific search criteria (e.g., from a VIP customer) arrives in Zoho Mail, automatically create a chat in LiveChat to alert support team. The LiveChat trigger then sends a message to dedicated Slack channel.

LiveChat and Zoho Mail integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.

About Zoho Mail

Automate email tasks with Zoho Mail in Latenode. Extract attachments, monitor inboxes, send personalized messages, and trigger follow-up actions based on email content. Use Latenode to connect Zoho Mail with CRMs, databases, and other apps, creating custom workflows that save time and improve response rates without complex coding.

See how Latenode works

FAQ LiveChat and Zoho Mail

How can I connect my LiveChat account to Zoho Mail using Latenode?

To connect your LiveChat account to Zoho Mail on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Zoho Mail accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I forward new LiveChat transcripts to Zoho Mail?

Yes, you can! Latenode lets you automatically forward chat transcripts. Benefit from custom filters and formatting via JavaScript to tailor emails for better record-keeping.

What types of tasks can I perform by integrating LiveChat with Zoho Mail?

Integrating LiveChat with Zoho Mail allows you to perform various tasks, including:

  • Automatically create Zoho Mail contacts from new LiveChat leads.
  • Send summaries of LiveChat conversations to Zoho Mail.
  • Log LiveChat support requests as new tasks in Zoho Mail.
  • Trigger Zoho Mail campaigns based on LiveChat interactions.
  • Archive LiveChat transcripts directly into Zoho Mail folders.

How does Latenode handle LiveChat’s high volume message processing?

Latenode scales to handle high message volumes from LiveChat. Use parallel processing and queueing to ensure efficient data handling, avoiding delays even during peak times.

Are there any limitations to the LiveChat and Zoho Mail integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Attachment size is limited by Zoho Mail's API constraints.
  • Complex conditional logic may require JavaScript knowledge.
  • Rate limits imposed by LiveChat and Zoho Mail APIs apply.

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