Get instant payments on chat with the Zoho SalesIQ - Zoho Checkout integration

Get instant payments on chat with the Zoho SalesIQ - Zoho Checkout integration

How often have you lost out on a potential sale deal due to the lack of an immediate payment solution? How frequently have you encountered delays in purchases or missed out on sales opportunities simply because the process of product booking and payment are not seamlessly integrated?  

The answer? Much more than one can afford.

Say goodbye to missed opportunities and a warm hello to 'In-chat payments on SalesIQ' - an all new way to enable hassle-free, real-time payments within the SalesIQ chat widget. This integration powered by Zoho Checkout, simplifies the payments process enabling you to handle payments seamlessly within the SalesIQ chat window.


Breaking down the SalesIQ-Checkout integration

The Zoho SalesIQ-Checkout integration allows visitors to make payments during their chat conversations with an operator or bot, without ever needing to switch to a different application. With this integration, the payment process becomes effortless for both customers and businesses. Right from when the visitor lands on a website and browses through the products, up until they make a purchase and leave, SalesIQ enables the customer's journey to come full circle, all within the SalesIQ chat window.

Powerful, is it not?

How does this work?

The working of this integration is quite simple.
  • First step is configuring the required payment gateways within your SalesIQ via Zoho Checkout, to start receiving online payments. 
  • Then, you can add a list of products and services that you offer for sale, in the Payments section.
  • Once the products/services are added to the database, you can generate a unique payment link via the Zoho Checkout integration to get instant payments from the visitor.
Note: All of the customer's sensitive information such as card details, security pins etc. will not be visible to the operator at any point. Therefore, the entire payment procedure is protected and secure.

Business use cases for which this integration can be helpful

This integration will be useful for all business cases where there is a need for customers and website visitors to make online payments instantly on the website.
To quote a few, it will be suitable for:
  • E-commerce: On online stores, it will be possible for customers to order personalized products and make payment for their orders in real time, over the SalesIQ chat window. Also, instead of building an expensive e-commerce platform, businesses can showcase product listings on their website, and the process of placing orders can be conveniently carried out through the SalesIQ chat.
  • Charitable contributions: Donors will have the option to contribute to non-profit organizations, trusts and causes they believe in, seamlessly on the website's chat. And when donations are being made during an interaction with a support person, it is highly likely for the donor to pledge and provide bigger amounts. In this case, in-chat payment not only boosts the number of donations, but also increases the overall donation amount.
  • Subscriptions: Monthly subscriptions for services like gym, yoga, library access and more can be simplified by making online payments while chatting with an operator/bot on the business' website.
  • Medical: Individuals can easily book and pay for online medical consultations like 'Practo' via the SalesIQ chat window.
  • Education: Students of online courses and training classes can pay for them seamlessly over a chat conversation on educational websites.
  • Festive Events: Users can pay for wedding events management, festive decor, and other special occasions in advance through the website's chat feature.
  • Wellness: Blocking and paying for beauty salon and spa appointments etc. can be effortlessly done over the website chat powered by SalesIQ.

Let's understand this better with an example.

Let's say that Helena, a business professional, wants to take up therapy due to her work pressure and busy schedule. Helena visits one of the best therapists' website in her city, the Zylker Cares website, and initiates a conversation on the SalesIQ live chat widget (deployed on the website) to find the right therapist for her requirements.

James, the support executive from Zylker Cares picks up the chat, converses with Helena and offers to help her with scheduling an appointment with one of the best therapists in their concern and also informs her about the cost of the treatment. He shares articles and testimonial links about the proposed Stress-therapy specialist, for Helena to get an idea about the competence and skills of the practitioner, all via the the SalesIQ chat widget.
 
Once Helena goes through the testimonials, she then decides to go forward with the appointment. Based on her availability and preference, she is able to book an appointment with the Zoho Bookings - SalesIQ integration on the live chat widget itself.
 
James proceeds to share a payment link to Helena using the Zoho Checkout-SalesIQ integration. Helena then clicks on the payment link, enters her payment details and pays for the appointment, then and there.

From entering a website to deciding on a product/service and then purchasing it, everything was done completely with in the SalesIQ chat window. That's how powerful our SalesIQ chat window has become, with this integration.


 
This is just one example of how the integration of Zoho SalesIQ and Zoho Checkout can simplify the payment process for businesses. With this integration, businesses can collect instant payments from their customers without any in real-time during chat conversations, resulting in faster transactions and increased customer satisfaction.

Major Benefits:

  • Operators can initiate payment links instantly right from the chat window. Visitors can also make payments within the SalesIQ chat widget, without the need to navigate to a separate payment gateway or webpage. This provides a smooth and seamless payment experience for customers.
  • Configure all your preferred payment gateways from the available list, for a smooth payment process. The payment gateways supported with this integration are:
  • Secure payment process as the customer's sensitive information cannot be seen by the operator.
  • Payments can be initiated by operators as well as via a chatbot (Zobot). This means that Zobot can be configured to collect payments as well with the Zoho Checkout integration card.
All that said, the SalesIQ-Checkout integration is a revolutionary solution for businesses that require a simple and efficient solution for online payments processing. We hope this was helpful. To learn more about this integration, check out our help guide here.

    • Recent Topics

    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

    • click to call feature

      I've Zoho CRM and in that i want click to call feature.

    • Zoho Books is now integrated with Zoho Checkout

      Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

    • Add Zoho PDF to Zoho One Tool Applications

      It should be easy to add from here without the hassle of creating a web tab:

    • JOB WISE INVOICE PROCESS

      I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

    • PDF Template have QTY as first column

      I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

    • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

      Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

    • Welcome to the Zoho ERP Community Forum

      Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Consolidated report for multi-organisation

      I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • Search Bar positioning

      Why is the Search bar on the far right when everything is oriented towards the left?

    • Basic Mass Update deluge schedule not working

      I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in

    • The Social Playbook - January edition: Getting started with content creation

      Social media isn’t just about posting some random content. It’s about why certain content works, how brands stand out, and what makes people pause mid-scroll. The Social Playbook is a monthly community series where we break all of that down. Through real

    • Import Error: Empty values for mandatory fields - Closing Date

      Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

      Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,

    • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

      Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields

    • How to integrate XML with Zoho CRM

      Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor

    • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

      Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to

    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

    • Zoho Flow integration with Facebook Messenger and Whatsapp

      Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Campaigns unsubscribe/manage preferences links

      Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to

    • email address somehow still not verified (?!)

      L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

    • Marketing Tip #17: Add credibility to your online store with Review Widgets

      One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

    • adding several team members to an Opportunity

      How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

    • PDF Annotation is here - Mark Up PDFs Your Way!

      Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

    • Bulk update Profile Permissions

      Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Filter in fields from Jira extension

      We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Next Page