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 "
" 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 "
Step 1: Set up a widget profile.
In your SalesIQ dashboard, navigate to
Settings > Developers > Widgets
Name your Widget.
Select the Brand and Modules where you would like to display the Widget.
Next, choose the Platform as
and click on
Step 2 : Widget Connection
at the bottom left. You will be redirected to the Connection page.
Next, click on
at the top right corner. Select
Create New Service
under the custom service tab.
Then, provide the required details, such as service details, client credentials, scope, etc., to create a custom connection with Zoho Commerce.
Finally, click on
. After successful authentication, the Zoho commerce service will be configured in SalesIQ.
Now, provide a connection name and connection link name with the essential scope and click on
Create And Connect
to make a connection with the configured service (Zoho Commerce).
To learn more about custom connection, visit our help guide
Step 3 : Widgets Scripts
Copy the below-attached scripts and paste them inside the Detail and Action handler.
In the script, replace the "connection name" and the "store ID".
Step 4 : Preview and Publish
Preview the Widget by selecting the module.
to deploy the Widget on the operator's dashboard.
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.
We're pleased to inform you that we're organizing a webinar exclusively for "Widgets in SalesIQ," and you can book your seats
We are curious to know the apps you have integrated using widgets and your favourite feature in SalesIQ in the comments section.