Enable Signals
Signals are the notifications that you receive in your Zoho CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which Signals can be activated in Zoho CRM are the following:
- Incoming Emails
- Email Insights (opens, clicks and bounces)
- Missed calls (powered by Zoho PhoneBridge)
- Survey responses (powered by Zoho Survey integration)
- Zoho Campaigns (powered by Zoho Campaigns integration)
- Missed Chats (powered by Zoho SalesIQ integration)
- Support tickets (powered by Zoho Desk)
- Zoho Webinar (powered by Zoho Webinar Integration)
- Zoho Backstage (powered by Zoho Backstage Integration)
In order to start receiving these notifications, you must enable the Signals settings for the required channels.
To enable Signals
- Go to Setup[
] > Experience Center > Signals.
- In the Signals Settings page, turn the required settings ON or OFF.
Note
- Emails - The Incoming checkbox will be selected by default on enabling Email.
- Email Insights - Once it has been enabled you can select the Open, Click, and Bounce checkboxes or any one of these options as per your requirements. The Signals notifications for Email Insights can be enabled only if you have enabled Email Insights under Settings > Setup > General > Email Settings.
- Call - You must activate Zoho PhoneBridge integration in Zoho CRM to enable the Signals settings for missed calls.
- Survey - You must integrate Zoho CRM with Zoho Survey Integration to enable Signals for survey responses.
- Campaigns - You must enable the Zoho Campaigns Integration to enable Signals for campaigns. Once it has been enabled you can select the Open, Click, Hard Bounce, and Soft Bounce checkboxes or any one of these options as per your requirements.
- SalesIQ - You must activate the Zoho SalesIQ integration to enable Signals for missed chats.
-
Desk - You must activate the Zoho Desk integration to enable Signals for support tickets. The following can be enabled individually.
- New ticket: To view a new ticket from a lead/contact/potential customer/customer or all of the above.
- New comment: To view a new comment on a ticket by a lead/contact/potential customer/customer or all of the above.
- New Response: To view a new response to a ticket by a lead/contact/potential customer/customer or all of the above.
- Ticket overdue: To view overdue tickets of a lead/contact.
- Ticket escalated: To view escalated tickets of a lead/contact.
- New rating: To view new rating received by a lead/contact.
-
Facebook - You must integrate your company's Facebook account with Zoho CRM to enable Signals. You will get notifications:
- When someone posts on your page's wall
- When someone comments/likes your post
- When someone sends you a direct message
-
Twitter - You must integrate your company's Twitter account with Zoho CRM to enable Signals. You will get notifications when:
- someone mentions you in a tweet/replies to your tweet
- someone sends you a direct message
- Zoho Webinar - Integrate Zoho Webinar with Zoho CRM and get notified when registrations are made for a webinar.
- Zoho Backstage - Integrate Zoho Backstage with Zoho CRM to enable Signals. You will be notified when:
- someone purchases a ticket
- checked in
- the ticket is cancelled
SEE ALSO
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
View Signals
Each notification will give you enough details to take a quick glance at what is important to get going. You can always click on the notification to get more details related to records. Signals for emails For unread emails, you will be able to view ...Signals - An Overview
Gone are the days when customers communicated with your brand through relationship managers only. Now customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support ...Microsoft Teams integration
Discussions happen before, during, and after joint tasks to maintain alignment on objectives. A sales team's discussions can take various forms, such as in-person meetings, forum announcements, emails, notes in CRM records, and chat tools. Zoho CRM's ...Google chat integration
Setting up Google Chat Integration In order to stay aligned on shared goals, conversation naturally happens before, during, and after any collaborative tasks. Within the sales team, these conversations may range from face-to-face meetings with your ...Slack
When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
New to Zoho LandingPage?
Zoho LandingPage Resources