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

    • Spreadsheet View click & focus issue in Arabic (RTL) localization

      Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

    • VAT rates - exempt and out of scope

      Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

    • How to loop through Multiple Upload and Display Actual File Name

      I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each

    • abou arattai

      I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

    • Overlapping Reports in Dashboards

      It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good

    • Looking back at Zoho Calendar in 2025

      Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

    • There was an error while connecting to GSTN

      I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Internal Server Error (500) When Attempting to View Banking Transactions

      I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.

    • How do I add a blank line to the Organisation Address Format?

      I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

    • Automatic Invoice Number generation for createRecord

      Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

    • Adding number of days to an estimate.

      I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

    • Books Api: listing expenses created after certain dates

      Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

    • Why can't we change the Account type from an Expense to an Asset?

      Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

    • Is it possible to do validation for the Actions added to Reports?

      We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

    • Ability to Edit Ticket Subject when Splitting a Ticket

      Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

    • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

      Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions

    • Zoho Voice API SMS

      I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on

    • How do I change (error) display messages

      Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.

    • 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

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Pieds de page personnalisé - Document Zoho Writer

      Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute

    • Permissions on Views

      Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,

    • Credit card transactions are backwards after importing statements

      I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

    • import data from Apollo.ai into zoho crm via zoho flow

      I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • VIsual maindmaps in Zoho notebook Ai

      Can I create and export VIsual maindmaps in Zoho notebook Ai

    • 1stDibs Integration to Zoho Inventory

      Hello is it possible to integrate my Zoho inventory and 1stDibs?

    • Community Question: Renewal vs Invoicing

      This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to

    • cloud console support for music websites

      Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments  to play. So I want to build a better  website than the one I mentioned. So wnated to know what UI & AI should I use so that

    • Scheduled Reports - Do not send empty report

      Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?

    • Is Zoho One Desktop more secure than Zoho One Web SaaS?

      Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.

    • Reminder Settings - Time Tracker

      On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,

    • Create Item group from a composite Item

      I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create

    • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

      Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does

    • Out of Stock items showing in Commerce

      I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for

    • Is it possible to transfer data from one related list to another within the same module ?

      In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the

    • How to implement new online payment gateway?

      Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

    • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

      Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.

    • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

      Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

    • Next Page