Automation Workflow between Zoho Sales IQ and Zoho CRM
Hello,
I am trying to set up a workflow between salesiq and Zoho CRM.
Every lead in CRM has a "Visits - Zoho SalesIQ" related submodule that is actually managed by SalesIQ. Under that "Visits - Zoho SalesIQ", as soon as the visitor finishes a visit, salesIQ updates the visit with the attachment from chat transcript and the information below:
And depending on what happens during those visits, I set up some scoring rules under CRM, to be used to trigger workflows.
The only problem I am finding right now is that a key component of the automation I am setting up is sending the transcript attachment from the chat when it happens. For example:
When the workflow is triggered right after the end of the visit, I dont think it is giving the system enough time to upload the attachment, I am figuring there is a small delay as everything is being triggered. Visit-Workflow-Custom Function. Everything works except the attachment is not going in the email.
Do you guys have any idea on how I could fix this? I thought about setting a delay, but workflow based on scoring rules do not allow scheduled actions. There is no "delay" feature under deluge that I could incorporate into my custom function. If I could figure this out it would save me a lot of time and less manual input.
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