Enable SalesSignals | Online Help - Zoho CRM

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

  1. Go to Setup > Channels > Signals.
  2. 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.
  • EmailInsights - 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

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                            Zoho Marketing Automation

                              Zoho Sheet Resources

                               




                                  Zoho Forms Resources


                                    Secure your business
                                    communication with Zoho Mail


                                    Mail on the move with
                                    Zoho Mail mobile application

                                      Stay on top of your schedule
                                      at all times


                                      Carry your calendar with you
                                      Anytime, anywhere




                                            Zoho Sign Resources

                                              Sign, Paperless!

                                              Sign and send business documents on the go!

                                              Get Started Now


                                                  Zoho SalesIQ Resources



                                                      Zoho TeamInbox Resources



                                                              Zoho DataPrep Resources



                                                                Zoho DataPrep Demo

                                                                Get a personalized demo or POC

                                                                REGISTER NOW


                                                                  Design. Discuss. Deliver.

                                                                  Create visually engaging stories with Zoho Show.

                                                                  Get Started Now











                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Who can enable Zoho PhoneBridge for my company's CRM account?

                                                                                            Users with the administrator privileges can enable Zoho PhoneBridge for your account.
                                                                                          • What is auto-tagging and why should I enable it?

                                                                                            Auto-tagging is a feature by which Google appends a GCLID (Google Click Identifier) at the end of the destination URL. The destination URL is nothing but the landing page that the ad leads the user to when they click it. When you enable auto-tagging, ...
                                                                                          • How do I enable Zoho PhoneBridge Trial for my CRM Account?

                                                                                            You can enable Zoho PhoneBridge Trial only if you are the administrator of your account. Follow these steps to enable the trial: Log in to Zoho CRM with administrator privileges. Click Setup > Channels > Telephony > PhoneBridge. Click Enable Trial.
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

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



                                                                                            eBooks

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



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources