LINE 公式アカウントへのメッセージをSalesIQ から確認・返信できるようになりました

LINE 公式アカウントへのメッセージをSalesIQ から確認・返信できるようになりました


 本投稿は、本社のZoho SalesIQ コミュニティに投稿された以下の記事を翻訳したものです。
Now connect and engage with your LINE chat users right from SalesIQ! 

SalesIQ のIMチャンネルファミリーに、新しい仲間が加わりました。LINE とSalesIQ の連携を紹介します。このチャンネルを利用すれば、SalesIQ の管理画面から、LINE ユーザーと便利につながり、交流することができます。

LINE は世界で最も人気のあるインスタントメッセージングプラットフォームの1つであるため、この連携によって新たな可能性が広がり、さまざまな地域の顧客が好みのメッセージングアプリで即座に貴社のビジネスにアクセスできるようになります。

 


 

 

 

どのように機能するのでしょう?

SalesIQ のチャンネルにLINE を設定すると、LINE 公式アカウントで受信したすべてのチャットを、SalesIQ の管理画面に直接取り込むことができます。これにより、SalesIQ から簡単にメッセージを送受信することができます。

ビジネスでの利用例

ソーシャルメディアにビジネスプロフィールをアップしている場合、LINE や他のソーシャルメディアアプリからのチャットを担当する特定の担当者がいる可能性があります。

インスタントメッセージングアプリからすべてのチャットに対応し、合理的なカスタマーサポートを提供することは、控えめに言っても面倒なことです。それはなぜでしょうか?

  • 顧客に最高のサービスを提供するために設計された追加サポート機能はありません。
  • また、このような場合、かなりの確率でチャットが見逃されるおそれがあります。

 

インスタントメッセージングプラットフォームは個人的な使用には適していますが、ビジネス目的、特にカスタマーサポートに活用するには限界があります。顧客のニーズに真に応え、卓越したエンゲージメントとサポートを提供するには、これらのタスクのために特別に設計された堅牢なプラットフォームが不可欠です。

SalesIQ のような強力なツールにLINE のチャットを組み込むことで、既存のオペレーターが使い慣れた、卓越したカスタマーアシスタンスを提供するために必要なすべてのツールを装備することができます。このシームレスな組み合わせは、通常のサポートにとどまらず、カスタマーサービスをまったく新しいレベルに引き上げます。

 

 

 

 

SalesIQ のLINE チャネルを活用したカスタマージャーニー

ジャックはあなたのビジネスにコンタクトしようとしており、あなたのビジネスのLINE 公式アカウントにメッセージを送信しています。SalesIQ のオペレーターであるあなたには、SalesIQ のダッシュボード上ですぐにチャットの招待が届きます。


 

 

 

  • あなたはジャックにお気に入りの定型文を使ってあいさつし、会話した後、ジャックが返金に関して問題を抱えていることを知りました。
  • あなたはすぐに、自社の返金ポリシーに関するFAQ をジャックに伝えました。
  • さらに、別のウィンドウに移動することなく、SalesIQ オペレータチャットウィンドウから Zoho Desk ウィジェットを利用し、ヘルプデスクソフトウェア上に即座にチケットを作成することができます。
  • また、関連するタグを会話に追加することで、将来簡単にフィルタリングできるように効果的に分類できます。

 


 

おまけ:

  • LINE からあなたのビジネスに新しい訪問者が近づいた場合、彼らの名前は自動的にオペレータのチャットウィンドウに入力され、簡単にあなたの会話をパーソナライズすることができます。
  • 相手の連絡先情報を取得し、Zoho CRM ウィジェットを使用して CRM 上ですぐにリードを作成し、SalesIQ のオペレータチャットウィンドウから CRM に相手の詳細をプッシュすることができます。

 

このような顧客が、LINE から数日後に再びコンタクトしてきた場合、

  • CRM に格納された顧客の詳細情報は、Zoho CRM ウィジェットで利用できるようになります。
  • デスクチケットはZoho Desk ウィジェットで利用できるようになります。
  • 過去の会話は「最近のチャット」に保存されます。

 

 

ここに可能性を感じませんか?

  • LINE アカウントとSalesIQ を連携させることで、SalesIQ のダッシュボードにLINE のトークが表示されます。
  • SalesIQ のダッシュボードには重要な訪問者/顧客情報がすべて保存され、後で参照することができます。
  • SalesIQ  のオペレータチャットウィンドウの強力な機能を利用し、生産性と効率を最大化することができます。

 


 

追加されたメリット:

リーチの拡大:LINE との連携により、膨大なユーザーベースを活用し、LINE を好みのメッセージングプラットフォームとして使用する顧客とつながることができます。この連携により、より多くのユーザーにリーチし、リアルタイムでエンゲージすることができます。

SalesIQ の機能の使用:ウィジェット、返信定型文、FAQ、OpenAI 連携などの機能をオペレーターが活用することで、健全なサポートとエンゲージメントを実現し、より有意義で文脈に即した会話が可能になります。

効率的なサポート:特定のオペレーターや専門部署をLINE チャネルのチャット管理のみに割り当てる柔軟性があり、お客さま独自のニーズに応じて効率性を最適化できます。

簡単なセットアップ:LINE との連携設定はとても簡単で、いくつかのステップを踏むだけでSalesIQ 内でLINE 公式アカウントへのメッセージを受信できるようになります。

注:Zobotは他のIMプラットフォームと同様、LINE チャンネルに近日登場する予定です。お客さまのカスタマーエクスペリエンスを向上させるシームレスな連携にご期待ください。待ち時間はそう長くありませんし、その価値は十分にあります!

 

LINE チャンネル設定手順

SalesIQ のLINE チャンネルでは、簡単なステップでLINE 公式アカウントとSalesIQ を連携させ、シームレスにコンタクトとつながることができます。LINE 公式アカウントの管理画面からチャンネルID とチャンネルシークレットを取得し、SalesIQ のLINE チャンネルページに貼り付けるだけです。

連携の手順については、以下のビデオをご覧ください。




詳しい手順についてはヘルプガイドをご参照ください。

SalesIQ は、WhatsappFacebookメッセンジャーInstagramTelegram など他のIMプラットフォームとの連携も行っており、幅広く利用されています。

 

 

 

    • Recent Topics

    • New feature request: Allow copy of email message to another folder

      Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of
    • Hotmail is blocking the zoho mail IP

      Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to
    • Creator Simplified #11: Create a custom button to download files

      Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding
    • Hide horizontal lines at bottom of form

      Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontal
    • Autosaving of Form Field

      HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on the
    • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

      Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
    • Pricing calculator

      Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best to
    • Bug Details

      In the Bug detail the milestoneid is missing
    • Stop completed task lists from disappearing?

      Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks
    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
    • Operation Questions.

      Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator
    • Direct Access and Better Search for Zoho Quartz Recordings

      Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
    • Update date & time when a cell is edited

      Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you
    • Add "Groups" to "Share With" on Reports & All Entries

      Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan
    • Add Pause / Resume Option to Zoho Quartz Recordings

      Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are
    • Custom Fields Not Showing Up in Invoice PDF Template Document Information

      I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.
    • ZOHO Books

      Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.
    • How is Your eCommerce Experience w/Zoho Inventory?

      First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
    • Simplify Mass Replies with Predefined Templates and Snippets

      Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while
    • Mapping custom fields from one module to another

      I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that
    • The Social Wall: November 2025

      We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app
    • Item name special charaters <>

      Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?
    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?
    • Customer Address Not on Standard Invoice when Address is on Contact Record

      Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not
    • Apply partial payments to invoices from the Banking Module

      We need this! Why is this not possible?
    • Welcome to the Zoho Show Community Forums page!

      Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and
    • How can I convert an existing contact into a lead?

      I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?
    • Price book functionality enhancement

      A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and
    • Can we have 24x7 live support for Zohobooks ?

      Can we have 24x7 live support for Zohobooks ?
    • Important update about notification security in Business Messaging SDK

      As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date
    • Sync Zoho Marketing Automation with Zoho Forms

      I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
    • What is the difference between Zoho Campaigns and marketing hub?

      Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
    • Webhook not firing.

      I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
    • Duplicate customers being created in Desk

      Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email
    • Can we add custom fields to portal community profiles?

      How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
    • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

      Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.
    • Additional Address - Company Name

      It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
    • Next Page