Widen your horizon and connect with customers via multiple platforms with Channels

Widen your horizon and connect with customers via multiple platforms with Channels

Easy, fast, and secure communication with customers is one of the foundations for any successful business. Zoho SalesIQ is exceptionally good at improving business communication and enagement with its state-of-the-art tools. We are looking to expand our horizon by allowing our users to connect with their customers using various platforms effortlessly.
In this post, we'll look into all the channels of communication that SalesIQ supports. To understand better, first, let us know what channels is. 

What is a Channel?

Channels is a communication medium through which customers can interact with the operators using various social media and messaging platforms. 
The channels module allows operators to connect with customers via all these various platforms from just a single dashboard without logging into these individual services every time. 
 
Now let's look at all the platforms of communication in SalesIQ. 
 
Using SalesIQ, you can connect with customers via various platforms such as Live chat (Websites/Mobile Apps), Email signatures, and Social media platforms. 

We have grouped all the social media and messaging apps into the Channels module. 
 
Social media channels Available in SalesIQ:
  1. Facebook
  2. Telegram 
  3. WhatsApp

Connect your Facebook business page with SalesIQ:

Bring SalesIQ a step closer to your business by allowing your operators to interact with your page visitors and customers directly from your Facebook messenger. Once enabled, all the conversations initiated to your Facebook page via FB messenger can be received by your operators right from the SalesIQ chat window. 
 
Facebook page is considered to be the second website for businesses due to the massive user base. They get more views and visits than websites in some cases, so to support your customers, enable the Facebook channel in SalesIQ. 
 

 
Key features of Facebook:
  • Increase credibility by connecting with your customers from your business page 
  • Improved support with multiple operators at the reserve 
  • In-built translation to communicate worldwide
  • Instant query resolving using article sharing 

Fast and mobile-friendly communication with Telegram

Have you ever come across a situation where a customer has to contact your operators immediately while they are on the go? 

Let's say you run a travel business and arrange a business trip to Tokyo for one of your customers. What if they are lost in the busy streets of Shinjuku looking for their tour guide and try to contact you for the guide's contact number? It would be highly frustrating for them to navigate to your website, initiate a chat, connect with the concerned department, provide the necessary details and get the tour guide's contact number. 
 
Having a Telegram channel integrated would solve all the struggles. All the customer has to do is open their telegram application and navigate to one of the previous chats with your operator and inform the situation. This will automatically connect them to the concerned department, and the operator will have all their information on hand and respond instantly. This could be a lifesaver in a lot of similar critical situations. 
 
 
 
Key features of Telegram:
  • Secure and instant connection with your customers 
  • Reliable and easy to use. 
  • Conversations are securely stored in telegram for future reference. 

Scale up your local business with Whatsapp channel

Let it be your favorite cafè at the corner of your street or the florist around the block; one thing that is common to them is that they would primarily use WhatsApp business for fast and straightforward communication.
 
WhatsApp is one of the most used channels of communication for rapidly growing among local businesses. And if you wish to scale up your business, having an operator attend multiple chats using a mobile is highly inefficient and tiring. 
 
That is where the SalesIQ WhatsApp channel comes into play. The Whatsapp channel powered by Twilio allows you to respond instantly to multiple ongoing conversations right from your operator chat window. 
 

 
Key features of WhatsApp:
  1. Simple and easy reachability
  2. Business scalability opportunity due to the substantial number of users.
  3. In-built translation to communicate worldwide
 
Channels are the key to improving your reachability and widening the range of audience. It allows your prospects to reach out to your operators via a familiar platform and lessens the effort to open your website and connect to the desired department. 
 
In addition to all the channels mentioned above, we are also planning to add more channels as demand increases. Please add these channels to your SalesIQ portal and provide your valuable feedbacks. 
 
Regards,
Naveen

    • Recent Topics

    • 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

    • How to print a label from zoho creator app?

      Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

    • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

      We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

    • 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

    • Team Gamification

      Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

    • 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?

    • 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

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • 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

    • Is Zoho Communityspaces now part of Zoho One?

      Is Zoho Communityspaces now part of Zoho One?

    • 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

    • 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

    • 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:

    • 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

    • 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

    • 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

    • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

      In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

    • 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

    • Improved Functionality PO Bill SO Invoice

      Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

    • Wishes for 2026

      Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like

    • How to Integrate Zoho Books with Xero (No Native Connection Available)

      Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing

    • ZohoSalesIQ.Chat cannot send messages

      Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

    • Markup instead of discount??

      Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals

    • Plan switch

      I thought I pressed the Free button, but after they set up the account, I see that I am on a Premium trial. Is this usual? How do I get onto the Free version?

    • 'Tax registration date'?

      The second question in setting up is 'Tax registration date'. My first question: which tax? My second question: why do you need the registration date?

    • What if we don't have an ABN?

      Australian business. Setting up. We have no ABN. It's not compulsory. Field not allowed to be blank. What to do?

    • Keeping track of project expenses

      I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

    • Linking Multi-UOM Barcodes to Products in Zoho Books

      Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

    • How to change "from" email address when invoicing.

      HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Hide/Show Subform Fields On User Input

      Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

    • Cloning Item With Images Or The Option With Images

      Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • Adding Default Module Image into mail merge field

      As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

    • Next Page