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.
Button “Create Account” → https://www.lime-technologies.com/
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.
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 (“limeobject”) from current conversation
Under All conversations, you can also send multiple conversations to the add-on.