Get instant payments on chat with the Zoho SalesIQ - Zoho Checkout integration
How often have you lost out on a potential sale deal due to the lack of an immediate payment solution? How frequently have you encountered delays in purchases or missed out on sales opportunities simply because the process of product booking and payment are not seamlessly integrated?
The answer? Much more than one can afford.
Say goodbye to missed opportunities and a warm hello to 'In-chat payments on SalesIQ' - an all new way to enable hassle-free, real-time payments within the SalesIQ chat widget. This integration powered by Zoho Checkout, simplifies the payments process enabling you to handle payments seamlessly within the SalesIQ chat window.
Breaking down the SalesIQ-Checkout integration
The Zoho SalesIQ-Checkout integration allows visitors to make payments during their chat conversations with an operator or bot, without ever needing to switch to a different application. With this integration, the payment process becomes effortless for both customers and businesses. Right from when the visitor lands on a website and browses through the products, up until they make a purchase and leave, SalesIQ enables the customer's journey to come full circle, all within the SalesIQ chat window.
Powerful, is it not?
How does this work?
The working of this integration is quite simple.
- First step is configuring the required payment gateways within your SalesIQ via Zoho Checkout, to start receiving online payments.
- Then, you can add a list of products and services that you offer for sale, in the Payments section.
- Once the products/services are added to the database, you can generate a unique payment link via the Zoho Checkout integration to get instant payments from the visitor.
Note: All of the customer's sensitive information such as card details, security pins etc. will not be visible to the operator at any point. Therefore, the entire payment procedure is protected and secure.
Business use cases for which this integration can be helpful
This integration will be useful for all business cases where there is a need for customers and website visitors to make online payments instantly on the website.
To quote a few, it will be suitable for:
- E-commerce: On online stores, it will be possible for customers to order personalized products and make payment for their orders in real time, over the SalesIQ chat window. Also, instead of building an expensive e-commerce platform, businesses can showcase product listings on their website, and the process of placing orders can be conveniently carried out through the SalesIQ chat.
- Charitable contributions: Donors will have the option to contribute to non-profit organizations, trusts and causes they believe in, seamlessly on the website's chat. And when donations are being made during an interaction with a support person, it is highly likely for the donor to pledge and provide bigger amounts. In this case, in-chat payment not only boosts the number of donations, but also increases the overall donation amount.
- Subscriptions: Monthly subscriptions for services like gym, yoga, library access and more can be simplified by making online payments while chatting with an operator/bot on the business' website.
- Medical: Individuals can easily book and pay for online medical consultations like 'Practo' via the SalesIQ chat window.
- Education: Students of online courses and training classes can pay for them seamlessly over a chat conversation on educational websites.
- Festive Events: Users can pay for wedding events management, festive decor, and other special occasions in advance through the website's chat feature.
- Wellness: Blocking and paying for beauty salon and spa appointments etc. can be effortlessly done over the website chat powered by SalesIQ.
Let's understand this better with an example.
Let's say that Helena, a business professional, wants to take up therapy due to her work pressure and busy schedule. Helena visits one of the best therapists' website in her city, the Zylker Cares website, and initiates a conversation on the SalesIQ live chat widget (deployed on the website) to find the right therapist for her requirements.
James, the support executive from Zylker Cares picks up the chat, converses with Helena and offers to help her with scheduling an appointment with one of the best therapists in their concern and also informs her about the cost of the treatment. He shares articles and testimonial links about the proposed Stress-therapy specialist, for Helena to get an idea about the competence and skills of the practitioner, all via the the SalesIQ chat widget.
Once Helena goes through the testimonials, she then decides to go forward with the appointment. Based on her availability and preference, she is able to book an appointment with the Zoho Bookings - SalesIQ integration on the live chat widget itself.
James proceeds to share a payment link to Helena using the Zoho Checkout-SalesIQ integration. Helena then clicks on the payment link, enters her payment details and pays for the appointment, then and there.
From entering a website to deciding on a product/service and then purchasing it, everything was done completely with in the SalesIQ chat window. That's how powerful our SalesIQ chat window has become, with this integration.
This is just one example of how the integration of Zoho SalesIQ and Zoho Checkout can simplify the payment process for businesses. With this integration, businesses can collect instant payments from their customers without any in real-time during chat conversations, resulting in faster transactions and increased customer satisfaction.
Major Benefits:
- Operators can initiate payment links instantly right from the chat window. Visitors can also make payments within the SalesIQ chat widget, without the need to navigate to a separate payment gateway or webpage. This provides a smooth and seamless payment experience for customers.
- Configure all your preferred payment gateways from the available list, for a smooth payment process. The payment gateways supported with this integration are:
- Secure payment process as the customer's sensitive information cannot be seen by the operator.
- Payments can be initiated by operators as well as via a chatbot (Zobot). This means that Zobot can be configured to collect payments as well with the Zoho Checkout integration card.
All that said, the SalesIQ-Checkout integration is a revolutionary solution for businesses that require a simple and efficient solution for online payments processing. We hope this was helpful. To learn more about this integration, check out our help guide here.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Hameetha Nasreen
Sticky Posts
Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25
Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here'sPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching throughOpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots
Hi everyone! In our last post, we explored how to identify, qualify, and nurture leads using SalesIQ Triggers and Zoho Campaigns integration. To recap, once visitors meet your criteria, you can add them to a Campaigns mailing list with Triggers. WhenHide Zoho SalesIQ chat widget outside operating regions to optimize engagements
Have you ever found yourself in a situation where you're receiving chat requests from locations where your business isn't operational? Having to set routing rules or manually delete chats from your logs can be tedious and time-consuming, hampering your
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Out of Office for Just One of My Alias Email
Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?Can I map multiple Surveys into the CRM using the same fields?
Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allowsDealing with API responses where integers have more than 16 digits
Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input isCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newNeed Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions reportunblock e-mail
please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.grAdd Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currentlyZML vs HTML Snippet - which is better?
Are there certain use cases where one is better than the other?Auto CheckOut Based On Shift.
This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to matchHow to remove some users in zoho accounts
How to remove some users in Zoho accounts.Infinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I createdSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesZoho One Login Issue - Unable to receive OTP
Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username andQuestion Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to exportIn the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice numberProblem of Import Client Users From CRM and or Expense
I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,Unable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.unblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comdomain not verified error
Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iamequest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)
Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend toSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidbilling
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty PearlHow to add receipts
How to add receiptsUnable to enable tax checkboxes
Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition
Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I haveZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneManage monthly tasks with projectsf
Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks WillZoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?How can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activityIs anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t workingCombine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting andTransaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from todayZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingFuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let'sIntroducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiringAbility to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd personNext Page