How to chat sync with the CRM?
Log in to the Controlhippo dashboard: Controlhippo Dashboard.
Select the chat you would like to sync to your CRM.
Click on the ‘i’ icon in the top right corn
Choose the user action option, where you will find a toggle for syncing to CRM.
Toggle the sync to CRM option:
If you turn it on, the chat will sync to your CRM.
If you turn it off, the chat will not sync.
Note: If you have any questions or need further assistance, please don’t hesitate to reach out to us at [email protected].
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article