Hi everyone,

Our previous post covered the SalesIQ's built-in widgets and their benefits. In this post will learn about  the basics of building custom widgets in SalesIQ. Before getting started, let's understand why we need custom widgets and how it can help?

 

Let us understand how widgets help support operators. When your operator receives a query/issue from the customer, they must often search and navigate to other applications to know more about the customer and their problems. This might consume more time and eventually fail to resolve the issue on time. To address these difficulties, we have " Custom Widgets " where you can build widgets based on your business requirements and eliminate the need for your operators to switch to other applications.

 

For example, in an e-commerce business, customers often encounter issues with their previous orders. Building a custom widget to display the recent orders of customers makes the job easy for your operators. Let's look at the below video to learn how widgets are helpful and how to build them. 

        

 

The Widget in the above video is integrated with the Zoho Commerce to display the customer's order history using their " email address ." 

Step 1: Set up a widget profile. 

 

Step 2 : Widget Connection 

To learn more about custom connection, visit our help guide here . 

 

Step 3 : Widgets Scripts

 

Step 4 : Preview and Publish

 

This is how you can build custom widgets and bring other applications inside SalesIQ. To learn more about the widgets, visit our help guide here. 

Webinar alert!

We're pleased to inform you that we're organizing a webinar exclusively for "Widgets in SalesIQ," and you can book your seats here. 

We are curious to know the apps you have integrated using widgets and your favourite feature in SalesIQ in the comments section. 

Regards, 

Sasidar Thandapani