In sales, timing is crucial. It makes a huge difference.
What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you need to strike immediately. Right?
But in reality, sales people may not always be available at their desks. Whether your sales representatives are meeting a client, commuting, or taking a quick break, opportunities can arise at any moment—and your Sales Team needs to be ready.
And, we have the perfect solution! The Zoho SalesIQ Mobile App is built to give sales professionals the tools they need to connect with visitors to your business' website or mobile app in real time, qualify leads intelligently, and manage their pipelines on the go.
How does the SalesIQ Mobile App help your sales team?
Let’s explore how the SalesIQ Mobile App can make a sales representative's day-to-day activities much more efficient and effective.
I. Engage prospects instantly, even when on the move

On the way to a client meeting, Emma, a sales representative, gets notified that a visitor has entered the website and checks to see that they are viewing a particular product. With one tap on the SalesIQ App, Emma initiates a live chat, answers their questions, and sparks immediate interest—all before reaching her destination.
The SalesIQ Mobile App enables sales representatives to chat with website visitors straight from their phone, responding in real time without needing to be at a desk.
How this helps sales reps?
- Be instantly available to answer prospect questions - wherever you are.
- Respond instantly to inbound queries to reduce turnaround time.
- Initiate chats based on visitor behavior, instead of waiting for them to reach out.
II. Spot and Prioritize High-Potential Leads

As Emma chats, she notices that the visitor’s lead score is high: they've browsed key product pages and downloaded the pamphlet earlier. Realizing that the visitor is highly interested, she gives them priority, reaches out with a customized offer to close the deal faster.
With
Lead scoring on SalesIQ, sales representatives can easily spot and prioritize high potential leads and engage with prospects who are most likely to convert. The lead score will be based on the visitor's actions on your website/mobile app.
How this helps sales reps?
- Eliminate guesswork by focusing on leads with real buying intent.
- Save time by not chasing cold or low-intent prospects.
- Use visitor activity to automatically qualify leads based on their potential.
- Receive push notifications when high-priority leads visit your website/mobile app, ensuring timely engagement.
III. Monitor Visitor behaviour with Live Visitor View

Seeing that the visitor has just clicked on the "New Offers" page, Emma shifts the conversation:
“Would you like me to show you a list of customized brand-new offers that are trending right now?” This personalized approach immediately connects with the visitor, peaking their interest and paving the way to a potential purchase.
Knowing who is on your website/mobile app and understanding their journey and intent is crucial for personalized sales engagement. The SalesIQ Mobile App tracks visitor activity like what pages they view, how long they stay, and what interests them most in real time, helping sales representatives tailor their conversations based on interests and needs.
How this helps sales reps?
- Quickly understand each prospect’s needs without asking repetitive questions.
- Use page navigation history to gauge visitor intent and tailor your approach.
- Jump into conversations at the perfect time, based on live visitor behavior.
IV. Update CRM and Keep Deals Moving — Instantly

As Emma almost reaches her destination for her client meeting, she decides that this was a successful live chat with a potential client, and Emma quickly updates the lead’s details in Zoho CRM using the Mobile App, ensuring a smooth transfer of data and seamless handover for sales follow-up.
SalesIQ syncs seamlessly with
Zoho CRM, allowing reps to add leads, contacts, and even add deals and follow up tasks on CRM—all from the SalesIQ Mobile App.
How this helps sales reps?
- Add or update lead details in Zoho CRM right from the mobile app.
- Access critical customer information before initiating a chat.
- Maintain clean, up-to-date CRM data on SalesIQ without ever navigating to CRM.
V. Let AI Do the Heavy Lifting for Routine Tasks

Later at night, when the business is offline, a visitor asks about the refund policy. The SalesIQ AI chatbot immediately provides the correct information, collects the visitor’s contact details, and flags them for follow-up—allowing Emma to follow up with the lead the next morning seamlessly.
With SalesIQ’s
Answer bot and
Zobot, routine queries to complex workflows can be easily automated on chat as a first level filter, offloading your operator's workload to a huge extent.
How this helps sales reps?
- Free up sales reps' time to focus on complex, high-value conversations and tasks.
- Ensure prospects get instant responses, even outside of working hours.
- Boost productivity without sacrificing personalization.

VI. Trigger Custom Push Notifications to Drive Conversions

During a weekly sales followup, Emma notices that earlier in the week, a visitor had spent time browsing a pair of sneakers but didn’t complete a purchase.
Emma, using the SalesIQ App, notices the browsing history and drafts a personalized push notification with an offer, to drive sales. The visitor returns to the website, applies the offer, and completes the purchase. In this way, a missed opportunity becomes a closed deal with well-timed, engagement.
With the SalesIQ Mobile App, sales reps can send personalized push notifications to visitors based on their past navigation history on your website or mobile app. By tailoring messages to match user behavior and preferences, reps can re-engage prospects, nudge them toward a purchase, and revive cold leads—all without sounding generic or intrusive.
How this helps sales reps:
- Re-engage visitors who showed interest but didn’t convert.
- Deliver timely, personalized messages based on each visitor’s browsing behavior.
- Drive return visits and accelerate purchase decisions with targeted deals or recommendations.
Final thoughts: Equip Yourself to Sell Smarter
Sales success today isn’t just about having the best product; it’s about engaging the right person at the right moment. With the Zoho SalesIQ Mobile App, you can stay connected, responsive, and efficient—no matter where you are.
Do check out the SalesIQ Mobile App for
iOS and
Android and equip your sales teams with the agility they need to convert more prospects into customers.
Hope this was helpful and we'll see you soon with another interesting post!
Cheers,
Hameetha
Recent Topics
Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
Has Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
Free webinar alert on November 19 - Email driven strategies - Master personality based styles
Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
AI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
due date on cheue
how to handle cheque in zoho books for customers and vendors including due date
Zoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
WebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
Zoho Projects API 100 requests/2 min. Limit
Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
Unveiling Zoho Sites 2.0 - A new dimension in website building
Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
Zoho Projects - Attachments added to Task and Bug emails are not saved
Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley
Zoho Inventory's latest shipping integration updates at a glance.
Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
Sorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
Zoho Inventory Custom Field Update
Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
Deprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
Alphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master
Spotlight series #6: The Show app for Android TV has a new look!
Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV. Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
Can i set a default value for country and state in address field in zoho creator?
Can i set a default value for country and state in address field in zoho creator?
Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)
This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input
customerName = input.Customer_Name1;
orderID = input.ID;
customerEmail = input.Email_Address;
//
Redirect after submission is not working after a few submission
I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,
Enhancement Request for Multi-Asset Work Order Feature
Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature
Marketing Tip #8: Run limited-time offers
Exclusive offers that don't last long make shoppers purchase right away instead of waiting. Run a flash sale or limited-time discount to convert interest into sales. Try this today: Set up a "Buy X Get Y" coupon in Zoho Commerce valid for a limited time
Add Option to Mass Dispatch by User
Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
Free webinar: Zoho Sign unwrapped – 2025 in review
Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
Zoho Projects - Email notification relabelling of modules not present on default templates
Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...
Publish to LinkedIn via API
Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
Include the "Added Email ID" to the Filters of a Report
Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able
Loops in Deluge
Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){ // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){ // ... do something } Thanks
I am facing a problem with an if-else condition
If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
Zoho Projects - Reply by email to @ mentions posted on the Feed.
When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.
Zoho Analytics Bulk Api Import json Data
HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on
Record Overseas Transactions Along with CC charges
Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we
Product Updates in Zoho Workplace applications | October 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create
Subform data to Sheets
I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data
Edit Contact Roles in the Potentials Mod
New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I know
Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris
Next Page