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 the forms within SalesIQ enabling visitor identification using the forms input data.
How does this integration help?
- This integration helps to transfer the data received on the Zoho Form embedded on a website to SalesIQ, thereby allowing visitor identification using the forms input data.
- Also, when a new visitor who has not interacted with the chat widget, adds their details to a Zoho form and then they initiate a chat on the SalesIQ chat widget, SalesIQ will automatically identify them using the details collected from the Zoho form.
- The visitor details will be stored in SalesIQ and they can be nurtured using the other visitor information available on SalesIQ. They can also be pushed to CRM as a lead or contact, added to campaigns and much more with all the SalesIQ features.
Configuring Zoho SalesIQ for your Zoho Forms
To integrate your Zoho Form with Zoho SalesIQ,
- Build a form or select an existing form on your Zoho Forms dashboard.
- Navigate to the Integrations tab and click Zoho SalesIQ from the left menu.
- Click Integrate.
- Select your Zoho SalesIQ Portal and Website from the dropdown. 'Website' refers to your brand on SalesIQ.
- Map Zoho SalesIQ's Email field with the corresponding Zoho Forms Email field.
- To map more fields, click on Add Fields.
- Map the required fields and then click on Integrate to save your settings.
- The visitor tracking code will be generated. In case the SalesIQ code is not already embedded on your website, copy and paste the generated Visitor Tracking Code to your website’s HTML source file right before the closing </body> tag.
Note: If the SalesIQ widget code has already been embedded on your website, this code should not be pasted again.
Forms Field Types supported on SalesIQ
The Zoho SalesIQ fields can be mapped to the following fields in Zoho Forms:
S. No | Zoho SalesIQ Field | Supported Zoho Forms Fields |
1 | Name | Single Line, Name |
2 | ||
3 | Phone | Single Line, Phone |
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
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
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 ...Payment gateways for SalesIQ-Checkout Integration
The following are the list of payment gateways supported on SalesIQ. Each payment gateway has its own flow for configurations. Stripe Authorize.Net 2Checkout PayPal Forte Razorpay Paytm PayTabs Note The payment gateway list provided in the Add ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources