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 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


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          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 Campaigns 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