Zia profile enrichment on Zoho SalesIQ

Integrating Zia profile enrichment with SalesIQ

Now Zia can provide information about visitors' company based on their email domain without any third party integrations like Clearbit - Enrichment and Leadberry. With Zia profile enrichment you can get instant access to in-depth data about your prospects, such as business, contact, social data, and visitor metrics. 

The Zia profile enrichment provides up to date information about the company of the visitors. You can use the data to analyze the companies and improve your B2B sales. The data makes it easier for the operators to reach out to the companies. 

How to enable Zia profile enrichment?

  • From the Settings page, go to Global settings > Operator interface , scroll down to Profile enrichment.
  • Toggle the switch to enable Zia profile enrichment. 
  • Now you can view details about visitors company info on the Zia profile enrichment widget in the chat window and the Companies module inside Visitors module on the dashboard. 

  • Zia profile enrichment is available only for enterprise users.
  • Other enrichment integrations like Leadberry and Clearbit - Enrichment must be turned off to enable Zia profile enrichment. 

How to view the visitors' company info?

  • In SalesIQ dashboard, navigate to Visitors > Companies, click on the company you want to view.
  • In the company info tab, you can view various essential information about the company.

 Company information

  • Name: The name of the company.
  • Employee Count: The number of employees working in the organization.
  • Phone No: The phone number of the company.
  • Domain: The official website of company.

Company visit information

  • First visit: The first day when an employee of the company landed on your website.
  • Last visit: The most recent visit made by an employee of the company.
  • No. of Visits: Number of visits made by the employees of the Organization.
  • No. of Conversations: Number of chats initiated by the employees of the firm.
  • First Visit Source: Source through which the company's employee visited your website.
  • No. of Contacts: Total number of contacts from the company.

How to view the visitor's company info in the chat window?

You can view details about the visitor's company right inside the operator chat window, using the Profile enrichment widget. The widget will show details about the visitors company based on their email address. Operators can use this widget to get more details about the company can converse with the visitors accordingly.

    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

                                    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 Whatsapp Channel with SalesIQ

                                                                                                        Integrating WhatsApp business with your SalesIQ helps you handle your business' WhatsApp chat conversations on your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their ...
                                                                                                      • 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 ...
                                                                                                      • Integrate Clearbit- Enrichment with SalesIQ

                                                                                                        Clearbit Enrichment in Zoho SalesIQ You can integrate Zoho SalesIQ with Clearbit Enrichment and pull the up-to-date company info of the website visitors based on their email address in the Zoho SalesIQ chat window. Also, push the details you receive ...
                                                                                                      • Integrating Salesforce with Zoho SalesIQ

                                                                                                        Overview What is Salesforce? Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service ...
                                                                                                      • Integrating Happyfox with SalesIQ

                                                                                                        Integrate happyfox with Zoho SalesIQ and enhance your customer service. You can set up your predefined smart rules in Happyfox for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended chat transcript will be ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          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