SalesIQ for Drupal
What is Drupal?
Integrating Zoho SalesIQ with Drupal
How to install Zoho SalesIQ in Drupal version 9.x & 8.x through plugin?
- First, log in to Drupal with your credentials.
- Then, navigate to Manage > Extend in the top menu bar.
- In the List section, click on Add new module.
- In the Add new module section, you can either provide a URL or upload a zip file to install.
- To Upload a module or theme archive to install : Download the drupal extension version 8.x from here, and upload in the section.
- To Install from a URL : use this URL in the text box given: "https://ftp.drupal.org/files/projects/salesiq-8.x-1.1.zip"
- Click on Continue.
- Once the file is uploaded in the Update Manager screen, click on Enable newly added modules.
- You will be redirected to the List section again. Scroll down to Utility and check the box for Zoho SalesIQ.
- Click on the Install button at the bottom.
- A success message appears. Then, expand the Zoho SalesIQ section and click Configure.
- Enter the Zoho SalesIQ widget code in the given textbox. You can also choose where to display the chat widget in the website between View pages only and All pages.
- Check the Enable Chat Widget checkbox and then click on Save configuration.
- A Status message will be displayed regarding the saved configurations.
- After that go to Manage > Configuration > Performance and click Clear All caches.
- You can now view the SalesIQ live chat widget displayed on your Drupal website.
Installing Zoho SalesIQ in Drupal without Plugin
- Login to your Drupal admin console. Under "Manage" select "Structure" and then choose "Block Layout".
- Scroll down to Footer Top section and then click on "Place block".
- In the next window, click on Add custom block.
- Fill the mandatory fields i.e. the Block description as required and then choose "Full HTML" under "Text Format" dropdown.
- Click on Source in the Body section.
- Then, paste the SalesIQ live chat code in the Body section and then click on Save.
- In the next window, add in the Title if not present already. Choose Footer Top from the Region dropdown at the bottom, . Then, click on Save block.
- In the next window, you will see Zoho SalesIQ under Footer Top. Click on "Save blocks".
Getting your Zoho SalesIQ Code Snippet
- Login to your Zoho SalesIQ account.
- Navigate to Settings > Brands, click on the name of the brand that you are attempting to include SalesIQ.
- Select Installation > Website, click on the code to copy it.
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