Zoho SalesIQ Integration | Zoho Forms - User Guide

Zoho SalesIQ Integration

Overview

If you are looking to ease the process of tracking your website visitors and engage better with them, use the Zoho Forms-Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the form is stored in the visitor's browser cookies, which will help you identify the visitors each time they visit your website.

How Zoho Forms - Zoho SalesIQ Integration works


Further, when a visitor initiates a chat in Zoho SalesIQ using the chat widget, Zoho SalesIQ will prefill the fields mapped in this integration in the chat widget.
Chat Widget

Integration Setup    

To integrate your form with Zoho SalesIQ,

  1. Navigate to the Integrations tab and click Zoho SalesIQ under Marketing from the left menu.

  2. Click Integrate.

  3. Select your Zoho SalesIQ Portal and Website.

  4. Map Zoho SalesIQ's Email field with the corresponding Zoho Forms Email field.

  5. To map more fields, click +Add Fields.

  6. Click Integrate to save your settings.
    Integration setup


  7. Copy and paste the Visitor Tracking Code to your website’s HTML source file right before the closing </body> tag.


    Copy the visitor tracking code
    Notes
    Note: If the same code has already been embedded in your website from Zoho SalesIQ, please do not use this code.

Supported Field Types    

The Zoho SalesIQ fields can be mapped to the following fields in Zoho Forms:

S. No
Zoho SalesIQ Field
Supported Zoho Forms Fields
1
   First Name
   Single Line, Name
2
   Last Name
   Single Line, Name
3
   Salutation
   Single Line, Name
4
   Email
Email
5
   Phone
Single Line, Phone