Integrate Zoho SalesIQ with Analytics
Overview
This integration allows you to you c quickly and efficiently view and analyze data about visitors visiting your website, helping you determine who your leads and prospects are and get other powerful insights into your visitors behavior.
The steps to integrate vary between the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI
To enable the integration,
- Sign in to Zoho One, then click Admin Panel icon
on the top-right corner.
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SalesIQ, and go to the Available; All the available integrations will be listed,.
- Click Enable against Analytics.
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SaleIQ, and go to the Active tab.
- Click the kebab menu
against Analytics, then click Deactivate.
- Read the confirmation mess.age and click Deactivate.
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then click Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SaleIQ, and go to the Active tab.
- Click the kebab menu
- Read the confirmation message and click Delete.
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
Spaces UI
To enable the integration,
- Sign in to Zoho One, then click Directory Settings icon
on the top-right corner.
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SalesIQ, and go to the Available; All the available integrations will be listed,.
- Click Enable against Analytics.
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SaleIQ, and go to the Active tab.
- Click the kebab menu
- Read the confirmation message and click Deactivate.
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then click Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click SaleIQ, and go to the Active tab.
- Click the kebab menu
- Read the confirmation message and click Delete.
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
Unified UI
To enable the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Integration
will be enabled only after configuration is completed. Incomplete
configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
, then click Deactivate.
- Read the confirmation message and click Deactivate.
While
performing sensitive actions, you will need to periodically
re-authenticate.
You can activate the integration later by clicking
Activate.
To delete the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
- Read the confirmation message and click Delete.
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
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