Integrating Facebook Messenger Channel with Zoho SalesIQ

Integrating Facebook Messenger Channel with Zoho SalesIQ

Now you can converse with your Facebook audience directly using Zoho SalesIQ. SalesIQ's Facebook channel allows the followers of your Facebook page to initiate conversations with your operators using the inbuilt Facebook messenger. Due to the wide availability of businesses on Facebook and an extensive user base, it is easy to identify and connect with people. SalesIQ Facebook channel enables you to connect, store, and manage the leads and contacts right inside your SalesIQ portal.

How does it work? 

  1. By adding your Facebook page to SalesIQ, followers can initiate conversation using Facebook messenger and connect with your SalesIQ operators.
  2. All the chats and media will be stored in Facebook messenger.

 How to integrate Facebook with SalesIQ? 

To integrate Facebook with SalesIQ,
  • In SalesIQ dashboard, navigate to Settings > Channels > Facebook . Click on Add to enable the channel.

  • Read the user consent and click Accept.

  • All your brands will be displayed here.
  • Now, click on the Manage users in the top right corner.

  • Click Add.

  • Now, you will be redirected to a Facebook login page. Now enter your Facebook credentials to link your Facebook account with SalesIQ.
  • Click on Edit access and enable permissions to connect your Facebook business page with SalesIQ.

  • Enable the permissions and then click Continue. You will be re-directed to the SalesIQ configuration page.                                           

  • You have now successfully linked your Facebook pages with SalesIQ.

How to enable SalesIQ channels for your Facebook page? 

  • After adding users, choose the brand for which you want to configure the Facebook channels.

  • Select the Facebook account that you have added earlier to converse with the visitor. Click Next.
  • Now select the page that you want to associate with this brand and click Next.
  • Pick a department to associate with the channel and click Next
  • Now, you can view all your selections and click done to save the choices.
  1. Your Facebook page is now integrated with Zoho SalesIQ.

Preferences

Set a preferred time limit to close missed chats

When an operator does not attend a chat, the chat will be moved to the 'missed chats' section. You can set a preferred time limit to close the missed chat automatically. This will convert the missed chats to closed chats after the specified duration. You can keep the missed chats open for a period ranging from 15 minutes to a month as per your business requirement, after which they will be moved to the 'closed chats' section.
NotesNote: Operators must respond to the missed chats before the set time here, as they cannot respond to closed chats.

Set a preferred time limit to close idle chats

You can set a preferred time limit of up to 24 hours to automatically close active idle chats in the "Close idle chat in" section. For instance, let's assume we set 24 hours here. 
  1. When a chat connects to an operator and then subsequently becomes idle, i.e., there was no message sent by both the operator and visitor, the chat will still remain active for 24 hours, based on the time limit set here.
  2. After 24 hours of inactivity, the chat automatically closes and moves to 'Closed Chats.' 
  3. If the visitor or the operator sends a message during this period, the timer will reset, keeping the chat active for another 24 hours.


Enable/Disable configured channels 

  • Navigate to Settings > Channels > Facebook Messenger . All the brands that you have configured will be listed here.
  • Click on the toggle button to enable or disable the channel.

Conversation Errors

These are the common errors that occurs while conversing with visitors.

Message
Explanation
Visitor information not found. Channel bot may be unlinked.
The channel admin might have unlinked the brand in Facebook messenger channel settings
Your token authentication expired.  Re-connect your account with SalesIQ.
Your token authentication has expired.  Please reconnect your account to enable the channel.
Reached response time limit. Questions should be answered in 7 days from the last response.
You must reply to the visitors within 7 days, or the chat will be automatically closed.
Facebook user not available to chat.
Possible reasons:
  •  The user has blocked the page
  •  The user's account might be deleted
  •  The user's account may be temporarily disabled
  •  The user's account might be banned by Facebook.  

Attachment types and limit

When in conversation with a Facebook user, the operator has the option to share attachments to enrich the chat and provide better assistance to the user. The attachment types supported and file size limits are listed below.

File Type
File Size Limit
Formats supported
Image
8 MB
jpeg, png, gif
Audio
25 MB
acc, m4a, wav, mp4
Video
25 MB
mp4, ogg, avi, mov, webm

Notes
Note: Profanity check has been supported for chats from visitor channels. 
  1. In case there is use of offensive language by the user during a Facebook chat, the chat will be automatically closed after the abusive word limit is reached. 
  2. This can be set up by navigating to Settings > Brands > Choose your brand > Flow controls > Profanity management.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 TeamInbox 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

                                                                                                                            • Integrating WhatsApp Channel with SalesIQ

                                                                                                                              Integrating your WhatsApp business with SalesIQ helps you handle your business' chat conversations on your SalesIQ dashboard. When a user messages your business on WhatsApp, you will receive that message right within your SalesIQ dashboard, allowing ...
                                                                                                                            • Integrating Zoho Bookings with Zoho SalesIQ

                                                                                                                              Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...
                                                                                                                            • Integrating Whatsapp Channel with SalesIQ - Twilio

                                                                                                                              We have stopped taking new requests for WhatsApp channel integration via Twilio. The native WhatsApp business integration is currently in beta. Existing customers using WhatsApp channel integration via Twilio will typically work. Get noticed and ...
                                                                                                                            • Integrating Instagram Channel with Zoho SalesIQ

                                                                                                                              Instagram as a messaging channel in Zoho SalesIQ helps you to connect with your Instagram followers. The channel connects with your Instagram messages, and when a customer connects for help via instagram direct message, you will receive the message ...
                                                                                                                            • SalesIQ for Zoho Forms

                                                                                                                              Zoho forms is a software solution that let's you create visually appealing forms easily with a no-code online form builder, for all your data collection needs. Integrating Zoho SalesIQ with Zoho Forms will allow you to receive the data collected on ...
                                                                                                                              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