Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Hi everyone! 

We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot, you'll receive instant notifications on Cliq, complete with their details and a chat URL.

Sounds helpful, right? 

Now get all this information on your cliq as a message. If a prospect or a premium customer is conversing with the bot, then on a click you will be redirected to SalesIQ. You will get the complete information of the chat and can also take over the chat from the bot, thus providing your best assistance. 



Are you new to SalesIQ? Wondering what these plugs and bots are?

Zoho SalesIQ is a customer engagement and live chat platform for your website. To automate customer engagement, SalesIQ offers chatbots. With the Codeless bot builder, you can build chatbots by dragging and dropping cards. This bot builder has almost all essential cards needed to build your bot. However, at times, businesses would require unique actions from the bot and for those instances, we have Plugs. With plugs, you can create a unique action and bring it as a card inside the codeless bot builder like the rest of the cards. In this post, we will take a look at how to create a plug integrating your bot with Zoho Cliq and the possible benefits. 

How can this Plug help your business?
  • Get notified in Cliq when a specific type of visitor engages with chatbot. These visitors can be who you think are important for your business like premium customers, potential leads, visitor with a good lead score, visitors from a specific URL or source, visitor with CRM deal closing date period, etc. as per your requirement.
  • Cliq bot will notify on the personal chat (subscribers of the bot) or on a group channel based on the preference.
  • Get your visitor details like name, chat URL, and other information, in the message notification. 
  • Clicking on the chat URL, you will get redirected to the SalesIQ's bot conversation, where you can look at the bot chat. If required, you can take over the chat. 

Plug overview



  • The SalesIQ bot will collect the required information and send it to the Cliq bot while the conversation is ongoing. 
  • Next, the Cliq bot will send this information to personal chat or a group channel in Cliq as per your business needs.

How to build this Plug (promising lead engages with your bot) ?

Step 1 - Create a connection between SalesIQ and Zoho Cliq
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your plug a name, and description, select the Platform as SalesIQ Scripts , and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
  • Click on Create connection at the top right corner. 

  • Under Default connection, select Zoho OAuth service. 

  • Provide your connection name, connection link name, and choose the scopes below.
    • ZohoCliq.Webhooks.CREATE
    • ZohoCliq.Messages.ALL
  • Click on Create And Connect to connect Zoho SalesIQ and Zoho Cliq.


Note: The Connection Link Name will be used in the scripts to invoke URL tasks.

Upon successful authentication,  Zoho SalesIQ will be connected with Zoho Cliq. 


  • The connection is successfully established. 


Step 2 - Build the Plug

As we have created a connection between SalesIQ and Cliq successfully. It's time to build the plug.  The first step in building the plug is defining the parameters. You can enter the metrics (information) which you want the SalesIQ bot to send to Cliq bot. I've taken the name, lead score, requirement (lead's interest) and conversation ID to create the chat URL.  

Input Parameters
  • Name : name | Type : String
  • Name : leadScore | Type : String
  • Name : requirement | Type : String
  • Name : conversationID | Type : String


Script to notify a specific user via Cliq bot

If you want to notify (post information) to specific users in Cliq, copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.

  • In line #22, replace the cliq bot name in the URL. To get the bot name from your Cliq dashboard, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. (All subscribers of this bot will get notified.)

  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}},"broadcast":true};
  19. //replace your cliq bot name (salesiq)  in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/bots/salesiq/message"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message to a bot

Script to notify a specific channel via Cliq bot

If you want to notify (post information) to a specific channel in Cliq, copy the code below and paste it in your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
  • In line #22, replace the Cliq bot and channel name in the URL. To get the bot name, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. To get the channel name, click on the channel properties and get the channel's Unique Name. 
  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}}};
  19. //replace your cliq channel (leadsfromzobot) and bot name (salesiq) in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/channelsbyname/leadsfromzobot/message?bot_unique_name=salesiq"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message in a channel

Step 3 - Adding the plug to the Codeless bot builder
  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
  • To notify in Cliq, click on Plugs under Action cards, select the plug you have created and provide the input values for the parameters defined in the plug builder.

  • As we want to notify only the visitors whose lead score is more than 500. Use the Criteria router card and set up a rule. 

  • For lead score, provide the value "more than 500".

  • Choose the %visitor.name% variable for the name.
  • Select the %Active conversation id% to get the conversation ID for the chat URL. 

  • Get the requirement before using any input card, save it in the context variable and select the variable here. 


Plug Output

This is how the Cliq users will be notified. 

To a specific user



To a specific channel



Upon clicking the chat URL, you will be redirected to the ongoing bot chat, where you can monitor and take the chat if required. 



See you again with another efficient plug sample :)

Best regards
Sasidar Thandapani

    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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 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

                                                                                                            • Zoho mail with custom domain not receiving email

                                                                                                              i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

                                                                                                            • 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()

                                                                                                            • Waterfall Chart

                                                                                                              Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

                                                                                                            • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

                                                                                                              First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

                                                                                                            • Issue with Importing Notes against Leads

                                                                                                              Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

                                                                                                            • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                              Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

                                                                                                            • Option to Hide Project Overview for Client Profiles

                                                                                                              In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

                                                                                                            • Creator Add Records through API - Workflows not triggered ?

                                                                                                              Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

                                                                                                            • Zoho Books Idea - Include another field in Bank Details for Address

                                                                                                              Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

                                                                                                            • Zoho Books Idea - Bank Details Button on Banking

                                                                                                              Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

                                                                                                            • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

                                                                                                            • Important Update: Changes to Google Translate Support in Zoho SalesIQ

                                                                                                              We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation

                                                                                                            • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                              I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

                                                                                                            • Zoho CRM Community Digest - July P1 | 2025

                                                                                                              Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build

                                                                                                            • can't login Kiosk URGENT

                                                                                                              already try, can't login pls help to support. thanks.

                                                                                                            • Join our BI & Analytics Workshop at Zoholics UK 🇬🇧

                                                                                                              Hello users, We are thrilled to announce a hands-on workshop at Zoholics UK, 2025, led by Ashwinth and Alan, our Product Experts. This session is designed for anyone who wants to move beyond raw data and truly understand their business performance using

                                                                                                            • What’s New in Zoho Expense (April – July 2025)

                                                                                                              Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling

                                                                                                            • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                              Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

                                                                                                            • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

                                                                                                              You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

                                                                                                            • Undo Command in Notebook

                                                                                                              It would be handy to have an Undo in the row of icons at the bottom of the notes.

                                                                                                            • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                                                                                              Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

                                                                                                            • New Customization options in the module builder: Quick Create and Detail view

                                                                                                              Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

                                                                                                            • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                              Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

                                                                                                            • Cross References Do Not Update Correctly

                                                                                                              I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

                                                                                                            • Add multiple users to a task

                                                                                                              When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

                                                                                                            • Narrative 9: GC—Meaningful conversations that benefit your customers

                                                                                                              Behind the scenes of a successful ticketing system - BTS Series Narrative 9: GC—Meaningful conversations that benefit your customers Customers often seek immediate solutions, which is why self-service options are essential. Guided Conversations provides

                                                                                                            • FSM App Oddity

                                                                                                              We recently rolled out FSM to our technicians, and only one technician is having an issue. He's using an iPhone with iOS 18.6 installed. When he goes to service appointments using the calendar icon at the bottom of the app, he gets a list view only. Typically,

                                                                                                            • Cliq Not Working !

                                                                                                              Zoho Cliq has been experiencing connectivity issues since this morning. The app is unable to establish a connection with the server.

                                                                                                            • Injecting CSS into ZML pages

                                                                                                              Is there a way to inject CSS into ZML pages? Use case: 1. Dashboard displays 'Recent Activities' card displaying a list of newly added records 2. Each item in list links to the record onClick 3. When a user points the cursor over an item in the list,

                                                                                                            • Power of Automation :: Automated Weekly Notifications for Unapproved Timesheets

                                                                                                              Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

                                                                                                            • Extracting Data from Sitelink APIs

                                                                                                              Hi All, I'm working to pull data on Sitelink using API calls but i can't seem to extract it. If you click expand, you will see it has a lot of data in it. I tried extracting from the map but it's not giving me anything. Is there a workaround on this or

                                                                                                            • Export a list of fields for all modules in a spreadsheet with specific field data

                                                                                                              Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could

                                                                                                            • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

                                                                                                              Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

                                                                                                            • 【Zoho Backstage】2025年7月のアップデート紹介

                                                                                                              本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認：RSVP 2.証明書作成ツール：Certificate Builder 3.登録の承認 ：Registration Approval 1.参加可否の確認：RSVP

                                                                                                            • Option to select location?

                                                                                                              As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

                                                                                                            • Can we have Backorder Management ?

                                                                                                              Can we have Backorder Management ?

                                                                                                            • Display a field of an Account on the Ticket view

                                                                                                              Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

                                                                                                            • Two factor authentication for helpdesk users

                                                                                                              The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

                                                                                                            • Remove "Invalid entries found. Rectify and submit again" modal

                                                                                                              Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error

                                                                                                            • Insurance Agencies

                                                                                                              I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.

                                                                                                            • Next Page