Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Hi everyone! 

We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot, you'll receive instant notifications on Cliq, complete with their details and a chat URL.

Sounds helpful, right? 

Now get all this information on your cliq as a message. If a prospect or a premium customer is conversing with the bot, then on a click you will be redirected to SalesIQ. You will get the complete information of the chat and can also take over the chat from the bot, thus providing your best assistance. 



Are you new to SalesIQ? Wondering what these plugs and bots are?

Zoho SalesIQ is a customer engagement and live chat platform for your website. To automate customer engagement, SalesIQ offers chatbots. With the Codeless bot builder, you can build chatbots by dragging and dropping cards. This bot builder has almost all essential cards needed to build your bot. However, at times, businesses would require unique actions from the bot and for those instances, we have Plugs. With plugs, you can create a unique action and bring it as a card inside the codeless bot builder like the rest of the cards. In this post, we will take a look at how to create a plug integrating your bot with Zoho Cliq and the possible benefits. 

How can this Plug help your business?
  • Get notified in Cliq when a specific type of visitor engages with chatbot. These visitors can be who you think are important for your business like premium customers, potential leads, visitor with a good lead score, visitors from a specific URL or source, visitor with CRM deal closing date period, etc. as per your requirement.
  • Cliq bot will notify on the personal chat (subscribers of the bot) or on a group channel based on the preference.
  • Get your visitor details like name, chat URL, and other information, in the message notification. 
  • Clicking on the chat URL, you will get redirected to the SalesIQ's bot conversation, where you can look at the bot chat. If required, you can take over the chat. 

Plug overview



  • The SalesIQ bot will collect the required information and send it to the Cliq bot while the conversation is ongoing. 
  • Next, the Cliq bot will send this information to personal chat or a group channel in Cliq as per your business needs.

How to build this Plug (promising lead engages with your bot) ?

Step 1 - Create a connection between SalesIQ and Zoho Cliq
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your plug a name, and description, select the Platform as SalesIQ Scripts , and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
  • Click on Create connection at the top right corner. 

  • Under Default connection, select Zoho OAuth service. 

  • Provide your connection name, connection link name, and choose the scopes below.
    • ZohoCliq.Webhooks.CREATE
    • ZohoCliq.Messages.ALL
  • Click on Create And Connect to connect Zoho SalesIQ and Zoho Cliq.


Note: The Connection Link Name will be used in the scripts to invoke URL tasks.

Upon successful authentication,  Zoho SalesIQ will be connected with Zoho Cliq. 


  • The connection is successfully established. 


Step 2 - Build the Plug

As we have created a connection between SalesIQ and Cliq successfully. It's time to build the plug.  The first step in building the plug is defining the parameters. You can enter the metrics (information) which you want the SalesIQ bot to send to Cliq bot. I've taken the name, lead score, requirement (lead's interest) and conversation ID to create the chat URL.  

Input Parameters
  • Name : name | Type : String
  • Name : leadScore | Type : String
  • Name : requirement | Type : String
  • Name : conversationID | Type : String


Script to notify a specific user via Cliq bot

If you want to notify (post information) to specific users in Cliq, copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.

  • In line #22, replace the cliq bot name in the URL. To get the bot name from your Cliq dashboard, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. (All subscribers of this bot will get notified.)

  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}},"broadcast":true};
  19. //replace your cliq bot name (salesiq)  in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/bots/salesiq/message"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message to a bot

Script to notify a specific channel via Cliq bot

If you want to notify (post information) to a specific channel in Cliq, copy the code below and paste it in your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
  • In line #22, replace the Cliq bot and channel name in the URL. To get the bot name, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. To get the channel name, click on the channel properties and get the channel's Unique Name. 
  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}}};
  19. //replace your cliq channel (leadsfromzobot) and bot name (salesiq) in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/channelsbyname/leadsfromzobot/message?bot_unique_name=salesiq"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message in a channel

Step 3 - Adding the plug to the Codeless bot builder
  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
  • To notify in Cliq, click on Plugs under Action cards, select the plug you have created and provide the input values for the parameters defined in the plug builder.

  • As we want to notify only the visitors whose lead score is more than 500. Use the Criteria router card and set up a rule. 

  • For lead score, provide the value "more than 500".

  • Choose the %visitor.name% variable for the name.
  • Select the %Active conversation id% to get the conversation ID for the chat URL. 

  • Get the requirement before using any input card, save it in the context variable and select the variable here. 


Plug Output

This is how the Cliq users will be notified. 

To a specific user



To a specific channel



Upon clicking the chat URL, you will be redirected to the ongoing bot chat, where you can monitor and take the chat if required. 



See you again with another efficient plug sample :)

Best regards
Sasidar Thandapani

    • Recent Topics

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Pro Lite Upgrade - Quick Access Tray

      Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

    • How to set page defaults in zoho writer?

      hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

    • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

      Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

    • Unable to Send Different Email Templates for Different Documents in Zoho Sign

      Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

    • Auto tracking URL generation based on Carrier

      Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

    • 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

    • Webtabs for Mobile App

      We let our users strictly use CRM and use webtabs to integrate other applications like Zoho Desk. We need these webtabs in the mobile app as well. Otherwise our approach of using CRM as an entry point for our system does not work anymore. Update: It would

    • Zoho Books' 2025 Wrapped

      Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

    • How do people handle using Outlook and Zoho Project calendar at the same time?

      We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

    • 3 year sick leave cycle

      How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

    • WorkDrive and CRM not in sync

      1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Is Zoho Communityspaces now part of Zoho One?

      Is Zoho Communityspaces now part of Zoho One?

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

      Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

    • Zoho Desk - Change Time Zone for all users and set default for new user

      Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • Allow Manual Popup Canvas Size Control

      Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

    • Why does Zoho’s diff viewer highlight parts of unchanged lines?

      Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Wrapping up 2025 on a high note: CRM Release Highlights of the year

      Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Where can we specify custom CSS in Zoho Forms custom theme ?

      I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Drop Down Value

      Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

    • Create PO from an invoice

      We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • Zoho Survey reminder settings are extremely confusing

      Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

    • Add deluge function to shorten URLs

      Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • form data load issue when saving as duplicate record is made

      Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

    • Recurring Tasks and Reminders in Projects

      Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

    • Next Page