Lime CRM Tutorial

Introduction

A market-leading CRM that’s tailored to your needs and offers you a smarter way to conduct business. With our integration, you can convert conversations into Lime CRM objects.

Register account

Step 1

Go to the **Add-ons** section and select the Lime CRM configure option.

Step 2

Then you can enter your Lime CRM URL and your Token.

Lime CRM Credentials

To generate your API Token....

Sending conversations to Lime CRM

In the Message Center, you can now manually send conversations to Lime CRM via the action bar above the conversation or via chat command in the input field.

  • $lime - Create Lime CRM object from current conversation

Under **All conversations** you can also send multiple conversations to the add-on.