Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far 

We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp integration.

When we add this “Chat with Sales” buttom inside message template in Marketing Automation journey, how can we automatically transfer the WhatsApp conversation to a SalesIQ agent?

    Access your files securely from anywhere


          All-in-one knowledge management and training platform for your employees and customers.






                                Zoho Developer Community




                                                      • Desk Community Learning Series


                                                      • Digest


                                                      • Functions


                                                      • Meetups


                                                      • Kbase


                                                      • Resources


                                                      • Glossary


                                                      • Desk Marketplace


                                                      • MVP Corner


                                                      • Word of the Day


                                                      • Ask the Experts



                                                                • Sticky Posts

                                                                • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

                                                                  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you
                                                                • Introducing automation and utility conversations in WhatsApp marketing

                                                                  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
                                                                • Tip of the week 02 - The art of 'seeing' your leads

                                                                  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
                                                                • Zoho Marketing Automation Update: Topics, Contacts, and List Management

                                                                  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing
                                                                • Important: Zoho MarketingHub is now Zoho Marketing Automation

                                                                  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the


                                                                Manage your brands on social media



                                                                      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

                                                                                          • CRM Community Learning Series

                                                                                            CRM Community Learning Series


                                                                                          • Kaizen

                                                                                            Kaizen

                                                                                          • Functions

                                                                                            Functions

                                                                                          • Meetups

                                                                                            Meetups

                                                                                          • Kbase

                                                                                            Kbase

                                                                                          • Resources

                                                                                            Resources

                                                                                          • Digest

                                                                                            Digest

                                                                                          • CRM Marketplace

                                                                                            CRM Marketplace

                                                                                          • MVP Corner

                                                                                            MVP Corner









                                                                                              Design. Discuss. Deliver.

                                                                                              Create visually engaging stories with Zoho Show.

                                                                                              Get Started Now


                                                                                                Zoho Show Resources

                                                                                                  Zoho Writer

                                                                                                  Get Started. Write Away!

                                                                                                  Writer is a powerful online word processor, designed for collaborative work.

                                                                                                    Zoho CRM コンテンツ





                                                                                                      Nederlandse Hulpbronnen


                                                                                                          ご検討中の方