SalesIQ for Microsoft SharePoint
Live Chat and Visitor Tracking Software for Microsoft SharePoint
What is Microsoft SharePoint?
Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that is vital to the business process. Organizations use SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device.
Microsoft SharePoint in SalesIQ
You can add Zoho SalesIQ to SharePoint site and start identifying and interacting with the visitors on your website. You can engage and support instantly from any SharePoint powered site with Zoho SalesIQ.
How do I add Zoho SalesIQ code snippet to SharePoint?
To begin integrating your SalesIQ with SharePoint, you should have an app catalog in Microsoft SharePoint. If not, create one by following the instructions here.
-
Login to Zoho SalesIQ
- Now open the app catalog in Microsoft SharePoint, by clicking on the App launcher icon from the far left corner of the SharePoint Dashboard and click Admin from the LHS.
- You will be re-directed to the Microsoft 365 admin center page. Under Admin centers section, Click All Admin Centers and choose SharePoint.
- You will be re-directed to the SharePoint admin center, click Classic features from the LHS menu, and Open the Apps.
- Click App Catalog.
- Choose Apps for SharePoint from the LHS menu and click New.
- The Add a document pop-up appears, now download this file from here and upload in the Choose files section, and click Ok.
- Here you can choose to use Zoho SalesIQ for all the sites available in your organization by enabling the check-box or choose to apply for the specific site you are installing.
- Click Deploy.
- The file has been uploaded, and you can view along with the Product ID.
- The SalesIQ plugin is successfully added to the SharePoint Apps. You should now activate Zoho SalesIQ plugin on your SharePoint Command Line.
Steps to activate Zoho SalesIQ Plugin on your Website via Command line
Requirements:
- You should have a Windows OS Machine installed with PowerShell that contains SharePointPnPPowerShellOnline package
- If not, you can also install using the command :
- Install-Module SharePointPnPPowerShellOnline
Step 1:
Connect your SharePoint website via command-line.
Note: Zoho SalesIQ's live chat and tracking will be enabled only for the links that are provided in the command-line. For example: If you have given the link as "http://zylker.com%22/ then the live chat and tracking will be enabled only on the home page. If you wish to add to all the pages in the website then you should be following the same procedure to add SalesIQ to that pages as well.- Connect-PnPOnline -Url https://****.sharepoint.com
Step 2:
A pop-up window appears prompting you for your website credentials to connect SharePoint online. Provide a valid User name and Password, and click Ok to proceed.
Step 3:
You will be successfully logged into your website. You should run another command to inject the Zoho SalesIQ code to your website.
Copy the code given below and paste it in your command-line, now you should replace the Zoho SalesIQ website widget code that is unique to your website.
- Add-PnPCustomAction -ClientSideComponentId "9a33c707-89fb-4032-a9e3-d7b9e4f57c90" -Name "zohosalesiq" -Title "zohosalesiq-client-side-solution" -Location ClientSideExtension.ApplicationCustomizer -ClientSideComponentProperties: '{"widgetCode":" window.$zoho = window.$zoho || {}; $zoho.salesiq = $zoho.salesiq || { widgetcode: \"3d1464274e6eba67e5f1800ea1783ca81b17e297c43db48052436c41b8a73e2f\", values: {}, ready: function () { } }; var d = document; var s = d.createElement(\"script\"); s.type = \"text/javascript\"; s.src = \"https://salesiq.zoho.com/widget//%22; s.defer = true;\n s.id=\"zsiqscript\" ; var t = d.getElementsByTagName(\"script\")[0];t.parentNode.insertBefore(s,t);"}' -Scope site
- You can also use the JS-API scripts available in Zoho SalesIQ, for which you can replace the script in the JS-API-functions inside the code. For example: I've used the JSAPI script to get the visitor name in the reference screenshot.
Note: The JSAPI functions that you use must be appropriately parsed in-order to reflect successfully in SharePoint.
- Refresh the SharePoint website, you can view the SalesIQ live chat widget popped-up on your website.
Getting your Zoho SalesIQ Code Snippet
- Login to your Zoho SalesIQ Operator console.
- Navigate to Settings > Brands. Click on the name of the brand that you are attempting to include the chat widget in.
- Select Installation > Website, click on the code to copy it.
Note: To receive live chat notifications you should be logged in to https://www.zoho.com/salesiq/
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Desktop apps for SalesIQ
The SalesIQ Desktop apps are available on the App Store on Mac as well as the Microsoft store on Windows. These can be downloaded from the respective stores to get the the SalesIQ experience right to your desktop. Mac Downloading the SalesIQ app from ...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 ...WhatsApp Templates on SalesIQ
WhatsApp templates are pre-saved message layouts or formats that businesses can utilize to send updates, communications and notifications to their customers. These will be particularly useful for sending messages such as order confirmations, shipping ...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 ...Personalize your SalesIQ Chat window with new custom widgets (Beta)
Note: This feature is still in beta version. If need be, changes will be made to the JS API code/format for further refinement of the widgets. Additionally, the widgets JS API will work only on the new SalesIQ live chat. If you are using the older ...
New to Zoho LandingPage?
Zoho LandingPage Resources