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Two way sync of chat ID between Zoho CRM and Periskope

Once a CRM lead / contact is linked to a chat, automatically update the chat ID in the zoho CRM ‘Periskope Chat ID’ field, and vice versa where once the Periskope Chat ID field is updated, automatically link the chat to the lead / contact.

Status: Completed2 comments

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Comments2

  • Hansal Kothari

    Team•

    Dec 15, 2025

    Hi @Enrichwise Mutual Funds, this is currently possible, if you add the Periskope Org Id and Periskope Chat Id, then it would link to the WhatsApp chat on Periskope.

  • Hansal Kothari

    Team•

    Dec 15, 2025

    Hi Team,

    This is Hansal from Periskope Support.

    Thank you for submitting your request. We will review the feature internally with our product team and get back to you shortly with an update.