Integrate Estreamdesk with Zoho SalesIQ

Integrating Estreamdesk with SalesIQ


  • You can set up your predefined smart rules in Estreamdesk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats.
  • All the attended chat transcript will be addressed with the subject line  “Chats :”  followed by the visitor question.
  • All missed chat transcript will be addressed with the subject line  “Missed Chats :”  followed by the visitor question.

Finding your Estreamdesk support email address

  • Login to your Estreamdesk account.
  • Click on the “Site Management” tab and select “Site Settings”.
  • Click “Domain and E-mail Settings”.
  • Copy the support email address from “E-mail sender address” and add it to Zoho SalesIQ.


Configuring your EstreamDesk support email with Zoho SalesIQ Portal

Configuring your EstreamDesk support email in Zoho SalesIQ portal ensures all the chats transcript are sent irrespective of department or embeds within your portal. You just have to add your EstreamDesk support email in the portal configurations of Zoho SalesIQ.

  1. Login to your Zoho SalesIQ account.
  1. On the SalesIQ dashboard, click on "Settings".
  1. Select "Global Settings" and click on the e-mail configuration section.
  1. For Attended Chats - Configuring your EstreamDesk support email in “Chat Transcript” will send all the attended chat transcript to your EstreamDesk.
  1. For Missed Chats - Configuring your EstreamDesk support email in “Missed Visitor Notifications” will send only the missed chats notification to your EstreamDesk.


Configuring your EstreamDesk support email with Zoho SalesIQ Departments

To organize your EstreamDesk operations, and to maximize the ability of your ticketing system, we have created Department based support configurations within our Zoho SalesIQ. This allows you to track the live chat based on departments and assigning it to a specify group of agents for each department, ensuring the right agent answers your every support request.

  • Login to your Zoho SalesIQ account.

  • On the SalesIQ dashboard, click on "Settings".

  • Go to Departments, and then choose the department that you would like to configure.

  • For Attended Chats - Configuring your EstreamDesk support email in “Chat Transcript” will send only the attended chat transcript for the selected department.

  • For Missed Chats - Configuring your EstreamDesk support email in “Missed Visitor Notifications” will send only the missed chats notification for the selected department.



    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 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 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 ...
                                                                                                          • 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 ...
                                                                                                          • Integrating WooCommerce with SalesIQ

                                                                                                            WooCommerce is the best way to turn your WordPress website into a fully functional e-commerce store. Technically speaking, WooCommerce is a WordPress plugin. It needs to be installed and activated inside the Wordpress to function. Zoho SalesIQ serves ...
                                                                                                          • Integrating Vision with SalesIQ

                                                                                                            You can set up your predefined smart rules in Vision for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All ...
                                                                                                            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