Leads from SalesIQ > WebSite Visit
Hi there, SalesIQ directly creates leads, with "WebSite Visit" as the lead source. We never chatted with them, they were not in our CRM before, they are not in destination lists in Zoho Campaigns. I've read the page explaning how SalesIQ track data, but I can't figure out how they find these data, with professional email address... Can someone help ?
Add Logo
I can't add my logo in the chat box (SalesIQ). It still has zoho logo even after I check add my logo.
SalesIQ in New Google Sites
What is the process to embed the SalesIQ code into the New Google Sites?
Apple Watch App?
Hello, are there any plans to release an Apple Watch app for the live chat feature? Does it work at all with the watch now - do notifications arrive on the watch that a chat has been initiated? Thanks!
Chatbot stops working after attempted Agent Forwarding is ignored or denied
I'm building a Codeless Zobot. I've added an Agent Forwarding card. I would like to give the site visitor the option of sending a message if the chat request from the Agent Forwarding card is either ignored or denied while the operator is available. There
Require email when responding to triggered chat
Is there a way to require users email address when they are responding to a triggered chat?
Visitor Summary Not Populating in CRM leads
I have integrated Zoho SalesIQ with the Zoho CRM leads for visitor tracking as well as added the Javascript API onto the website. I am currently using jotform forms that have the Zoho CRM integration setup, but when a new lead comes in via form submission
How to Get Rid of A unwilling Form
Does anyone have any ideas about problem below? [Problem] A form like a picture below appears on a chat widget in my web site, which I did not set in the chat bot card editer. I was just wondering if anyone knows how to get rid of it from the chat w
JavaScript Error
Hello, I've had a few users get multiple JavaScript errors when using Sales IQ today. Can anyone provide more information on this? Is anyone else seeing this? Thanks!
Need more import features for Smalltalk, businessterms and article/FAQ
Hi, There is no option to import data into smalltalk and businessterms packages. It's very inconvenient to type everything manually inside salesiq with no way to import or export data. Concerning Articles and FAQ, there is an import feature but limited
How to Make a Data Connection between a Visitor's Info in Zoho Sales IQ and a Contact's Info in Zoho CRM Manually
Does anyone have an idea?
I am looking for a way to make a data connection between a visitor's info in Zoho Sales IQ and a contact's info in Zoho CRM manually.
Because, I found out that some visitors in Zoho SalesIQ are the same people as some contacts
How do I integrate Zoho Sales IQ using Next.js?
NextJS does not possess an Index.html file that I can simply copy SalesIQ in to. Can someone please help or provide me some guidance so that I can get Zoho SalesIQ working in my Next.js app? Thanks!
How to register Vsitor's data on Zoho SalesIQ into Zoho CRM manually?
Does anyone have an idea about How to register Vsitor's data on Zoho SalesIQ into Zoho CRM manually? According to knowledge Base below, you can do that on chatwindow on Zoho Sales IQ. https://help.zoho.com/portal/en/kb/salesiq-2-0/integration-guides/zoho-apps/articles/zohocrminsalesiq
SalesIQ Link Not Getting Page URL from Zoho Creator
How can I pass the Zoho Creator page url into SalesIQ...it seems it is passing something related to the Page Element. I really need to be able to identify what page the user is on to implement a useful Bot. A snip of the url that is appearing in SalesIQ
Custom CSS file disregards some classes/IDs
Chat window is broken out of the box (see screenshot -- letters cut off on the bottom for some screen sizes) and won't allow me to fix it via custom css. Seems it disregards any and all edits to these classes/IDs. Followed this and this tutorial but nowhere
Does SalesIQ track visitors from Zoho Forms?
Hi, As the title, does SalesIQ track visitors and submissions through Zoho Forms? Thanks, Chris
collecting zobot visitor phone numbers in zoho crm?
Collecting the visitor's Phone - SalesIQ Scripts (zoho.com) First of all, I read this article as you see above but i couldn't find any solution. Hello, I tested this feature to have as a new lead in Zoho CRM via Zobot but it didn't succeed. the bot asks
Do I still need the Zoho Sales IQ WordPress Plugin?
I have added the Zoho sales IQ code to the closing body tag of my Wordpress website and I can see the live chat button working already. Do I still need to install the WordPress plugin for sales IQ?
Zoho Sales IQ chat is not working
Hello! I'm trying to use the zoho sales IQ chat widget inside my web but is not working. I got the code from: Sales IQ -> Settings -> Websites -> My site -> Live Chat Widget -> Copy the Live Chat code My website (konsilo.com.br) is Wordpress with Zoho SalesIQ plugin. What could be missing?
Zobot not following assigned workflows when testing
When I'm testing Zobot, it's not following the assigned workflows that it should be. Sometimes it'll end early and other times it'll choose a random path to follow. Is anyone else experiencing this problem?
Associating a website visit to a lead.
I have the SalesIQ javascript installed. How do you manually associate a website visit with an existing CRM lead?
SalesIQ's Native Screen Share Feature - Seamless Customer Support #1
Hello everyone! We are presenting a series of posts on making your customer support experience with SalesIQ, seamless and extremely effective. The first of the many features we will be discussing is the Native Screen share option, a favourite of many
Enrich your E-Commerce Customer's Journey with SalesIQ Integrations
The booming of the E-Commerce industry is one of the major transformations we saw after the life-changing year 2020. The pandemic brought about this e-commerce explosion and it is certain with the recent trends, that this transformation is here to stay.
Declined chat - no option to pick up
As a supervisor, if I decline an active chat, I should still have an option to pickup a chat at anytime. On a current chat transfer from a bot - after a decline, there is no option to pickup the chat or join the conversation and thus the chat will just
Associating SalesIQ Visitor with CRM Contact
I'd like to be able to capture the pages visited in SalesIQ with a customer that later purchased an item and is now a Contact. They never contacted me on chat, but I see their path through the website and would like to engage them on other products they
Spell checker not working when editing articles
Hi, Not a huge issue but the spell checker doesn't seem to be working in the article editor. Best regards Jon
Hide departments from visitors in chat widget?
Is there a way to hide departments from visitors using the chat widget? I have custom code for routing and don't want visitors to see a selection of departments. I found something in APIs that sounds like you can, but I don't see any such settings in
We know the company but not the contact
We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor
Delay an end card
In my SalesIQ Zobot flow, I have a point at which I want the user to click a URL. The next step post to this, is an End Card. This is my flow - User is asked for options (using buttons), 1. Request Call, 2. Start Whatsapp chat, 3. Request Quote. My
Emailed Chat Transcript Logos
When our chat transcripts in SalesIQ are sent out to the person we chatted with, the email contains our logo at the bottom of the transcript email. No matter what, the logo appears very distorted and ugly. I've resized both our Company Logo and Favicon
Automatic Translate
The translation tool that is built in is great but it has no intelligence built into it. It needs a section for excluded phrases that should not be translated such as web addresses, these should never be translated as they don't change based on the language
Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
How to send the registered user email to SalesIQ so that the user does not have to enter the email again when initiating a chat.
I use SPA for my business and whenever users chat with me they always need to enter their email. I would like to know if there is a way to automatically fill in the emails of registered users? I've checked the documentation and it seems that only the
OTP verification, auto create wordpress account, and auto login link
Can we use this SalesIQ to create chatbot to collect phone number and verify the number OTP during chat? Then create a user account on a wordpress site with that phone number. Then Send a link in that chat, when user click, automatically go to specific
Is there a way to send templated emails (in Zoho crm) from Zobot?
Hi I am looking at setting up Zobot and have been looking at the codeless builder Is there a way to send the website user a tempated email from our current Zoho crm email templates when they selected a certain pathway in the chat
Change url / name of SalesIQ
Hi all, I would like to change the name of the SalesIQ link, which is now incorrect, but unable to find if and where I am able to change this. Any help? For your understanding, I mean the name in the url when going to salesIQ from zoho one. http://salesiq.zoho.eu/URL/liveview for
Why should you integrate Zoho SalesIQ with Google Analytics?
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a
Zoho SalesIQ users see different visitors online (?)
Hi all Just implemented the Zoho salesIQ Wanted to know about a thing When the social media manager login to the salesiq she see less online users then i am what is the reason and why she can't see the data from IL and MX and i do? WE DID Refresh the
SalesIQ livechat shows on some pages but not on others
Hi. I am an administrator at the site https://www.oncyberlink.com/ I am having difficulty with your Zoho SalesIQ plugin (Version 1.0.9) for Wordpress (5.4.1). I have followed the instructions, pasted the embed code, etc. The livechat widget is working on the Home page, the Blog page (which displays posts), and the Our Team page, but it does not display on other pages of the site. When I view the page source in the inspector, I can see that the script has been successfully added into the body of
Zoho Chat Widget not showing on all pages
The Sales IQ chat widget will appear on initial page load ,but won't show up on any other page outside of the one I initially load on. Any time I do a hard refresh it will appear again. Any idea on how I can make the widget show up on every page regardless
Next Page