SalesIQ for Zoho Forms

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?

  1. 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.
  2. 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.
  3. 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,
  1. Build a form or select an existing form on your Zoho Forms dashboard.
  2. Navigate to the Integrations tab and click Zoho SalesIQ from the left menu.

  1. Click Integrate.

  1. Select your Zoho SalesIQ Portal and Website from the dropdown. 'Website' refers to your brand on SalesIQ.

  1. Map Zoho SalesIQ's Email field with the corresponding Zoho Forms Email field.

  1. To map more fields, click on Add Fields.

  1. Map the required fields and then click on Integrate to save your settings.

  1. 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

Email

Email

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 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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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 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 ...
                                                                                                                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