Bring all your apps to one place using Custom Widgets

Bring all your apps to one place using Custom Widgets

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. 
  •  In your SalesIQ dashboard, navigate to Settings > Developers > Widgets and click Add.
  •  Name your Widget.
  •  Select the Brand and Modules where you would like to  display the Widget. 
  •  Next, choose the Platform as SalesIQ Scripts and click on Create Widget.  
 
Step 2 : Widget Connection 
  •  Click on Connections at the bottom left. You will be redirected to the Connection page.
  •  Next, click on Create connection 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 Create Service . 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 here
 
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".
  •  Then, click Save .
 
Step 4 : Preview and Publish
  •  Preview the Widget by selecting the module. 
  •  Next, click Publish 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. 

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

    Zoho Marketing Automation

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources




                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now