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


      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 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 & drop form builder
                              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


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              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 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