SalesIQ Introduces Dynamic Routing Rules

SalesIQ Introduces Dynamic Routing Rules

An exciting new addition in SalesIQ->Visitor Routing, to route your visitors to the right Users. The CRM Lead/Contact Owner and Last Chat Attender options are now available in Automation -> Visitor Routing -> Route to Selected Users.

You can route the website visitors to:

  • The User who is the assigned owner in CRM (if the visitor is available in your CRM as Lead or Contact)
  • The User who assists the visitor in the previous chat

Let me explain with the examples how this would help you to route your website visitors.

CRM Lead/Contact Owner

Choosing this option in the visitor routing rule will help you to route the CRM based visitors directly to the Owner of the Lead or Contact.

Example:

In my Zylker shopping website, I have allocated 3 Users exclusively to attend the ​visitors available in my CRM, and the CRM based visitors will be routed only to these Users. But, I would also like to route to the User who is the owner of the Contact or Lead when the visitor visits the website. So, I choose the CRM Lead/Contact Owner option in the Visitor Routing rule along with the three more users.


Now when the CRM visitors visit my website they will be routed to the 3 users and also to the Owner of the Lead/Contact.

Last Chat Attender

This option helps you to route the visitors to the Users who last assisted the visitors via chat.

Example:

A real estate concern would like to connect their returning prospects with the sales representative with whom they previously had chat conversation, so the communication between the prospect and the sales rep will be more effective and personalized.

So, the criteria is set as Number of Past Chats is more than 0 then route the visitor to the Last Chat Attender.


The prospect who had a chat conversation with the user on the previous visit, will be routed to the same user in the current and future visits.

Interesting isn’t it!!!! These two options in the visitor routing rule can help you to track and serve your website visitors effectively.

Happy Routing!!!!

Elsi.G

    Access your files securely from anywhere

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








                              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

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources

                                                          • Topic Participants

                                                          • Elsi



                                                              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

                                                                                                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 Not Working

                                                                                                                  Today Zoho not wokring

                                                                                                                • Dynamically autofill fields with URL parameters

                                                                                                                  I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

                                                                                                                • Integrate Projects for Desk KB article release tasks

                                                                                                                  Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

                                                                                                                • Issue in Annual Leave

                                                                                                                  We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

                                                                                                                • Use the searchBy parameter to find user by email address

                                                                                                                  I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

                                                                                                                • Zoho CRM Community Digest - September 2025 | Part 2

                                                                                                                  Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

                                                                                                                • Zoho Vault API: Create new Secrets

                                                                                                                  Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

                                                                                                                • CRM and Finance Tab - Add Invoice "Subject " Column

                                                                                                                  When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

                                                                                                                • Collections Management: #4 Before, During & After Payment Processing

                                                                                                                  "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems

                                                                                                                • Account name not populating when importing contacts

                                                                                                                  When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

                                                                                                                • Suggestion to improve zoho writer

                                                                                                                  I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

                                                                                                                • webhook basic authentication

                                                                                                                  II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555

                                                                                                                • Custom function return type

                                                                                                                  Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

                                                                                                                • Issue with Hour Calculation in Zoho People Attendance Module

                                                                                                                  I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

                                                                                                                • Push Notification for New Bookings in Zoho Bookings App

                                                                                                                  when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

                                                                                                                • Automation in Zoho Sprints

                                                                                                                  Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

                                                                                                                • Export Purchase orders as Excel

                                                                                                                  Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

                                                                                                                • Draft & Schedule Emails Directly in Bigin

                                                                                                                  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

                                                                                                                • TDS Filing

                                                                                                                  Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

                                                                                                                • Zia’s AI Assist now helps you write clearer notes — in seconds

                                                                                                                  After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now

                                                                                                                • Shortcut to fill a range of cells

                                                                                                                  Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

                                                                                                                • Object required error

                                                                                                                  Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

                                                                                                                • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

                                                                                                                  I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account

                                                                                                                • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

                                                                                                                  I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

                                                                                                                • New Series Announcement - Ecommerce Marketing Tips

                                                                                                                  Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

                                                                                                                • Marketing Tip #7: Add a blog to your online store

                                                                                                                  A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common

                                                                                                                • Kanban view on Zoho CRM mobile app!

                                                                                                                  What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

                                                                                                                • Allow Regular Users to Directly Transfer Ownership of Files & Folders

                                                                                                                  Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders

                                                                                                                • Triggering rules on lead conversion

                                                                                                                  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

                                                                                                                • Customised Funnel

                                                                                                                  We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the

                                                                                                                • Trigger Zapier on Deluge Insert Into Function?

                                                                                                                  Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context

                                                                                                                • Can you inject JS in an HML+CSS+Deluge Page?

                                                                                                                  I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there

                                                                                                                • Zoho unified inbox

                                                                                                                  The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

                                                                                                                • Best Practice for Penny Rounding & FX Adjustments in Zoho Books

                                                                                                                  Hi everyone, I’m just looking for some clarity on the correct way to handle very small rounding differences in Zoho Books when dealing with foreign-currency payments. What I’m currently doing: • I enter the supplier bill exactly as shown. • When paying

                                                                                                                • Is there a problem with sharing workdrive files with links since last night?

                                                                                                                  As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are

                                                                                                                • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

                                                                                                                  Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

                                                                                                                • Production Management Tool (MRP / BOM)

                                                                                                                  Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources

                                                                                                                • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

                                                                                                                  Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to

                                                                                                                • Exporting tickets

                                                                                                                  I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?

                                                                                                                • Copy field information to clipboard

                                                                                                                  I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?

                                                                                                                • Next Page