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
Composite Items & Purchase Orders
The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of ausing custom function is it possible to update the created by field in Zoho Crm custom module
using custom function is it possible to update the created by field in Zoho Crm custom moduleSlow Sloww Slowwww Responses
Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached outYou have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.
When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but differentEnable Conversation Context Retention for SalesIQ Answer Bots
Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either providesAutomatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration
Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: SimpleShould I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understandZoho Books - Perform a validation check before an invoice is marked as sent or sent
Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)Flow error "given url is wrong"
when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."Upgrade Zoho Desk Agent-Side Answer Bot to GenAI
Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.Bigin Android app update: Email filters enhancement, change owner for related records.
Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filterHow can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK
Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general informationAI & Zoho Recruit
Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translationWorkdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionwidget url 404'ing
I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPEUnable to Edit Pick-List Items in Custom Project Field(s)
I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,How to display results from zoho.crm.searchRecords in message window
Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display theDomain Transfer
Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.Select CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?New User - Opening Stock Aging Report
I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate InventoryBulk Receive Multiple Purchase Orders
Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.Manual Invoice
How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sectorEffective Inbox Organization: Folders vs Tags in Zoho Mail?
I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?Merging contacts and or accounts
Hello, In a prior CRM we were able to merge contacts and or accounts. We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have theCapture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?
I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with aZoho Learning Management System - Certificate Upload by Employees
We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible inAdd RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteButton or Links order
Is there a way to re-order the buttons or links that are created?'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all atRequest for Subform Support in Zoho CRM Webforms
Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremelyFormatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but randomMaxima Address on FSM Customer
Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?How to Track Inventory Usage from Zoho FSM to Zoho Inventory?
Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves partsView subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8
In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in ZohoTransforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)
¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agostoDashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch
Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data andMails are not being sent from custom Deluge function
We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"Currency transition
We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canZoho webinar--hard for agencies
So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their contentNext Page