How to convert leaving visitors into hot leads?

How to convert leaving visitors into hot leads?

Attracting potential visitors to the site, grabbing their interest, retaining and converting them into customers is hard enough. For which, knowing the info of the visitor who visits your website is important, but knowing the info of the visitor who leaves your website is even more important in online business.

There are numerous reasons for which the visitors leave your website like, they could not find help, or couldn't reach you immediately when struck, your website navigation structure may be unclear, your price may be higher than the competitor's price, and so on. However, to find a solution, you should know the exact reason why people leave your website without buying.

SalesIQ brings the power of converting your abandon visitors into customers through the new little addition in the Intelligent triggers module. You can find a new option added to the 'when the visitor' field as ' Leaves my website ' which will trigger an action when the visitor leaves your website. With this trigger, you can update a field in CRM, add the visitor to a mailing list in Zoho Campaigns with the visitor data based on the activities performed by the visitor in that particular visit ( Note : Configuring this feature is same as setting a trigger to automate the process of sending chat invites to the website visitors.)

Benefits

  • Update the CRM Field : You can update the CRM Leads/Contacts field based on the visitor's activity when they leave your website.

    For example Assume that you own an online furniture selling website, and you find a particular page attract the visitors but doesn't do any business. So you would like to update the leads visiting and leaving the "Recliner - Furniture" page to a field in Zoho CRM for a sales follow-up.

    Then, you can set the automation rule to update your Zoho CRM field. First, create a field "Exited" in Zoho CRM and then map the field in the intelligent trigger rule.

    Now when the visitor leaves your website after visiting the recliner furniture page, then the "Recliner" will be updated in the Exited field of your CRM.



  • Create Campaign Email List : You can now create a campaign email list by configuring the condition and criteria based on the website visitor's activity.

    For example : If you wish to send a Seasonal offer email campaign to the visitors who leaves the "Recliner - Furniture page" without purchasing. 

    Then, you can set the rule to add the visitors to the mailing list "Recliner - end of season sale." So, the visitors who showed interest in the product would revisit to avail the offer.



  • Dynamic Campaign Email List : You can create dynamic campaign mailing list targeting different types of website visitors, i.e., you can add the visitors to the campaign in a periodic interval (weekly or monthly) by configuring different criteria and condition.

    For example If you wish to accumulate the visitors who leave your website from the "Recliner-Furniture" page throughout the week and send discount vouchers to convert them as customers.

    Then, you can set the rule to add the visitors who leave your website from the "Recliner - Furniture" page. Further, create a campaign email list "Recliner-Discount Voucher" and choose the weekly option. The visitors will be accumulated and sent the discount voucher on a weekly basis. 



How to configure this automation in SalesIQ?

  1. Go to Settings -> Automation -> Intelligent triggers.
  2. In "When the visitor" drop-down, select "Leaves my website."
  3. Then, choose your criteria and condition in "And if" section.
  4. In the "Select an action" drop down, you will find two sections Update to CRM and Add to Mailing list.
  5. Choose an action. 
  • Update to CRM: You can update the CRM Lead/Contact module's field when the visitor leaves your website. Choose a CRM module in the drop down where you would like to update the info.

    1. Update to Lead - This option will help you to push the info to the chosen field in the Leads module.
    2. Update to Contact - This option will help you to push the info to the chosen field in the Contacts module.
    3. Update to Lead/Contact - This option will help you to push the info to a common field either in Leads or in Contacts module (i.e., Whether the visitor is a lead or converted as a contact in your CRM, the info of the visitor will be updated to the common field in either of the modules.)



  • Add to the mailing list: With this option, you can add the visitors directly to the campaign email list when they leave your website.





Please visit our User Guide , to learn more about the exciting features available in Zoho SalesIQ. 

Regards,
Elsi.G

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            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




                                                                                                              • Recent Topics

                                                                                                              • How to set page defaults in zoho writer?

                                                                                                                hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
                                                                                                              • Develop and publish a Zoho Recruit extension on the marketplace

                                                                                                                Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
                                                                                                              • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                                                                                                Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                                                                                              • How to import data from PDF into Zoho Sheet

                                                                                                                I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
                                                                                                              • Zoho Projects Android app: Integration with Microsoft Intune

                                                                                                                Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
                                                                                                              • Cant't update custom field when custom field is external lookup in Zoho Books

                                                                                                                Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
                                                                                                              • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                                                                                                Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
                                                                                                              • About Zoneminder (CCTV) and Zoho People

                                                                                                                Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
                                                                                                              • Introducing the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                                                                                              • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                                I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
                                                                                                              • How to show branch instead of org name on invoice template?

                                                                                                                Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Unable to remove the “Automatically Assigned” territory from existing records

                                                                                                                Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
                                                                                                              • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                                                                                                Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
                                                                                                              • Set connection link name from variable in invokeurl

                                                                                                                Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                                                                                              • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                                                                                                We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
                                                                                                              • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                                                                                                I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
                                                                                                              • Timeline Tracker

                                                                                                                Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
                                                                                                              • Primary / Other Billing Contacts

                                                                                                                If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
                                                                                                              • Missing Import Options

                                                                                                                Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Is it possible to enforce a single default task for all users in a Zoho Projects ?

                                                                                                                In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
                                                                                                              • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

                                                                                                                Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
                                                                                                              • Reply and react to comments

                                                                                                                Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
                                                                                                              • Restrict Users access to login into CRM?

                                                                                                                I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
                                                                                                              • Where is the settings option in zoho writer?

                                                                                                                hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
                                                                                                              • Module Customisation - Lookup function not available

                                                                                                                Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
                                                                                                              • zoho click, and nord VPN

                                                                                                                Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
                                                                                                              • Zoho Calender

                                                                                                                a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?
                                                                                                              • Matching ZOHO Payments in Banking

                                                                                                                Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
                                                                                                              • Team Gamification

                                                                                                                Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
                                                                                                              • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                              • New Enhancements to Zoho CRM and Zoho Creator Integration

                                                                                                                Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
                                                                                                              • Work Type - Limitation

                                                                                                                Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
                                                                                                              • Emails sent through Bigin are not posting in IMAP Sent folder

                                                                                                                I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                                                                                              • Adding Default Module Image into mail merge field

                                                                                                                As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant
                                                                                                              • Turning the page for Zoho SalesIQ: 2025 to 2026

                                                                                                                As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making
                                                                                                              • Stage-probability mapping feature in custom module

                                                                                                                Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                                                                                              • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                                                                                                We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                                                                                              • Why Sharing Rules do Not support relative date comparison???

                                                                                                                I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
                                                                                                              • Next Page