Integrate Zoho SalesIQ with Zoho CRM | Admin Guide - Zoho One

Integrate Zoho SalesIQ with Zoho CRM

Overview

With this integration, you can bring existing customer details from your CRM inside SalesIQ, allowing your operators to assist your customers effectively when they visit your website.
You can also push website visitor details directly from your SalesIQ dashboard to your CRM. You can automatically assign them as leads or contacts right from the Operator chat window, as required with this integration.
When integrated with SalesIQ, you get visitor online notifications on your CRM dashboard where you can see the visitors and customers who are currently on your website with details such as the page they are currently viewing, time spent on site, previous visits, visitor score, etc. allowing you to plan further course of action to foster sales.
Additionally, all your website visitors will be listed on the Visits tab on your CRM dashboard along with other important details.
Chat conversations on SalesIQ can be configured to be automatically attached as transcripts to the respective lead or contact account on CRM for future reference.

The steps to integrate vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow. 
Spaces UI
Unified UI
Spaces UI

To enable the integration,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
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,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
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,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
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,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.