Lime CRM Tutorial

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.

Create account

If you don’t already have a Lime CRM account, you can create one here. A Lime consultant will take you through the process of connecting Userlike and Lime CRM. To get a first overview or to handle the installation yourself, read Lime’s own documentation here.

Once you’ve received your Lime CRM URL and API key, go to your Lime CRM add-on settings in Userlike and enter your credentials. Then click **Update settings**.

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 (“limeobject”) from current conversation

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