How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?

How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?

My Company’s Current Workflow

For my company, when a SalesIQ session is completed:

  1. SalesIQ searches the Contacts and the Leads modules for a matching record (based on the visitor’s email or other identifiers).
  2. If a match is found:
    • The Visit Summary is added to the Contact record.
    • The visit (visits module) is associated with that Contact.
  3. If no matching Contact or Lead is found:
    • A new Lead is created in the Leads module with the session data. And the visit is associated with that record.

This setup works perfectly for our Leads and Contacts. However, we also have a custom module in Zoho CRM called Job Seekers, and I would like to extend this logic to include the Job Seekers module. This setup is performed automatically from SalesIQ and we do not have any integrations (functions/workflows) in Zoho CRM that perform these actions.

My Goal

When a SalesIQ session is completed, I want the integration to:

  1. Search for a matching record in the Job Seekers module (in addition to Contacts and Leads).
  2. If a Job Seeker record with a matching email is found:
    • Add the Visit Summary fields (e.g., Visit Count, Last Visited Time) to the Job Seeker record.
    • Associate the visit with the Job Seeker record.
  3. If no match is found in the Job Seekers module, the current workflow (search Contacts → create Lead) should remain unchanged.

What I Need Help With

I want to intercept SalesIQ’s session-to-record mapping process and modify it to:

  1. Search for a matching record in the Job Seekers module after searching in Contacts.
  2. If a match is found in Job Seekers:
    • Add the SalesIQ Visit Summary fields to the Job Seeker record.
    • Associate the session with the Job Seeker record.

Unfortunately, I haven’t found a way to directly modify SalesIQ’s default behavior to include custom modules. Instead, I’m considering a workaround with Zoho Deluge but a direct integration from SalesIQ is highly preferred.

Questions

  1. Is there a way to integrate SalesIQ data directly with a custom module like Job Seekers?
  2. Has anyone successfully modified SalesIQ’s mapping behavior to include custom modules?
  3. What’s the best way to maintain a history of visits for each custom record?

Any insights, suggestions, or examples would be greatly appreciated! Thanks in advance for your help!