Get to know the information of the visitor.  

Zoho SalesIQ Gmail add-on allows you to get the sender's lead/contact details in Gmail. This enables you to identify the sender and respond accordingly without having to leave your Gmail window.  

Installing SalesIQ Gmail add-on 

• In Google workspace marketplace, type SalesIQ in the search bar or open this link to go to the installation page. 
  
• Click on the Install button and click Continue.
  
• Now, you have to select the account in which you would like to install the add-on. 
  
• Go through the permissions and click allow.
  
• Gmail add-on is now available to use.
  

 How to set up Zoho SalesIQ add-on to your Gmail?

• On your Gmail window, open an email and click on the SalesIQ icon on the right-hand side tab.
  
• Click on the login button at the bottom of the add-on. You will be redirected to the Zoho login page. If you have already logged into your Zoho account on the same browser, the add-on will automatically sign in. 
  
• Now click on allow to enable the add-on. 
  
• You have successfully set up a SalesIQ Gmail add-on.
  

How to view visitor information in Gmail? 

 After opening an email, click on the SalesIQ add-on to view the visitor's details. In the Gmail add-on dashboard, you can view various information of the visitors.

Info displayed in the dashboard: 

Visitor Info

• Name: The name of the lead/contact.
  
• Email Address: Email of the lead/contact
  
• Opportunity: The opportunity rating of the visitor.
  
• Lead score: The lead score of the visitor.
  

 Visitor Activity

• Number of visits made by the visitor
  
• Number of chats initiated by the visitor
  
• Last visited day
  
• Last contacted source
  

SalesIQ settings in the Gmail dashboard 

How to switch portals in the SalesIQ add-on?

If you have multiple portals for your SalesIQ account, you can switch between them to view the sender's details if available in a different portal. 

• To switch between portals, click on the three dots on the top of the dashboard. 
  
• Click Settings, under My portals, click on the portal name to view all the available portals.
  
• Select the desired portal and refresh your tab to make the changes. 
  

Specifying Datacenters: 

If you have specific data centers for your SalesIQ, you must specify them in the add-on.

• To specify a data center, click on the three dots on the top of the dashboard. 
  
• Click Settings, under Data Centers, select the data center of your portal. 
  
• How to find the data center of your portal?

• Now, select the respective data center on the add-on.