Integration in Zoho CRM

This article covers connecting the EasyBusy Chats extension to the Zoho platform.

If You’re New to EasyBusy Chats

Before connecting Chats to Zoho CRM, you need to register with EasyBusy Chats, create a company, and add users.

After that, you need to add the messenger/platform accounts you want to use. Below is a list of available integrations with links to setup instructions:

• Telegram (personal account)
• Telegram Bot
• Instagram
• WhatsApp (personal account)
• WhatsApp Business Account
• Facebook
• Viber (personal account)
• Viber Bot
• WebChat

Installing the Extension

To start the connection process, you need to install the EasyBusy Chats extension to your Zoho company via the Zoho Marketplace using the link.

1. Check the boxes next to “I have agreed to the Terms of Service.” and “I authorize EasyBusy Chats to access and process my data as required.”;
2. Click “Continue”;

3. Choose who you want to install the extension for:

• Install for admins only
• Install for all users
• Choose profiles — select groups

4. Click “Continue”;

5. Select the desired user group;
6. Click “Confirm”;

Wait for the extension installation to complete.

7. Click “Authorize”;

8. Log in to your EasyBusy Chats account using your login and password, or via Google;

9. Click “Finish”.

After this, the extension installation will be complete. From now on, you and your employees can use the EasyBusy Chats integration in Zoho CRM.

Working with the Platform

Now you can return to the Zoho CRM home page, where you’ll have quick access to the Chats platform.

1. Click “EasyBusy Chats” on the left panel;

2. If you have multiple companies in EasyBusy Chats — select the one you want to use.

After selecting a company, you’ll be able to freely use the Chats platform’s functionality.

EasyBusy Features

Now you can see all customer messages in one place. From each chat’s interface, you can create a new contact in CRM, link the chat to an existing contact, and create a new deal (“Opportunity”).

Creating a New Contact in CRM

To create a new contact from a chat:

1. Go to EasyBusy Chats in Zoho CRM;
2. Select the desired chat;
3. Click “Create Contact”;

4. Fill in the contact details (First Name, Last Name, Phone, Email);
5. Click “Create Contact”.

Now you can view this contact directly from EasyBusy Chats — click the “View Contact” button.

Linking an Existing Contact

To link an already existing Zoho CRM contact with a chat in EasyBusy Chats:

1. Go to EasyBusy Chats in Zoho CRM;
2. Select the desired chat;
3. Click “Link Existing Contact”;

4. Enter the name, phone number, or email of the contact saved in CRM to find it;
5. Click “Search”;
6. Select the contact you want to link with this chat.

Now you can view this contact directly from EasyBusy Chats — click the “View Contact” button.

Navigating from a CRM Contact to a Chat

You can also navigate to the relevant chat directly from a CRM contact. To do this, go to the desired contact, then at the bottom of the page in the Contact Name section, click on the customer’s name.

A page will open with detailed information about this contact, along with an “Open chat” button — click it to go to the chat.

Creating a Deal

After you’ve created or linked a chat with a contact, you can create a new deal directly from the Chats interface.

To do this:

1. Go to EasyBusy Chats in Zoho CRM;
2. Select the desired chat;
3. Click “Create Deal”;

4. Fill in the deal details (Stage, Amount, Closing Date);
5. Click “Create Deal”.

More About Chats

For a full overview of EasyBusy Chats features, see the Chats Module page.