Signals in Zoho CRM iOS app
Sales signals are real-time notifications that you receive in your CRM when a customer or a potential customer makes an interaction. These interactions include emails that are opened, social media comments or direct messages, missed calls, and more.
Note: Signals can be configured only from the Zoho CRM web. Learn more
Scenario
Imagine you’re a sales representative who spends most of your day traveling to meet clients. On your way to the next meeting, a notification pops up on your phone that prospect A has just opened the pricing email you sent earlier. A few minutes later, you’re alerted that client B has raised a support ticket, and soon after, you receive a notification that client C has mentioned your company on X (Twitter).
All these updates reach you instantly on your mobile CRM, so you know exactly what’s happening with your clients/prospects without having to juggle between apps.
Mobile supported sales signals
Service | Supported Signal Types |
Email | Open, Click, Bounce, Incoming |
Call | Missed calls |
Survey | Responded, Visited |
Campaigns | Open, Click, Hard bounce, Soft bounce |
SalesIQ | Missed Chat |
Desk | New Ticket, New Comment, New Response, Ticket Overdue, Ticket Escalated, New Rating, Mention |
Twitter (X) | Mention, Reply, Direct Message |
Backstage | Ticket Purchased, Checked in, Ticket Cancelled |
Facebook | Post, Comment, Like, Direct Message |
Webinar | Registered |
Business Messaging | Incoming message |
Any custom signals you’ve configured in your CRM web (for example, website interaction notifications) will also be available on your mobile app.
To enable signal notifications
- Tap the More icon (
) > Settings (
) > Privacy & Security.
- Toggle ON Push Notifications.
Alternatively
- Tap the More icon (
) > Bell icon (
)
- Toggle ON notifications.
Push notifications
If you have enabled Signals for any services (emails, calls, surveys, etc.), you will receive a push notification on your mobile device. You can tap on the notification to view the details inside the app.
To view signals on mobile
- Tap the More icon (
) > Bell icon (
)
- Tap a lead or contact to see the full history of signals received.
Info: Once you open a signal, tap the record to view its details.
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