Integrating Zoho Projects with SalesIQ
Integration Overview
The Zoho Projects integration with SalesIQ allows you to convert visitor chats into tracked tasks and issues in your Zoho Projects organization. This helps ensure that customer requests and feedback are systematically managed and their progress is monitored for faster resolution.
By connecting conversations with project workflows, teams can collaborate more effectively and stay aligned without switching between applications.
Key features of the SalesIQ + Projects Integration
- Create tasks and issues from chats: Directly convert any significant message or the entire chat into a formal task or issue in Zoho Projects, right from SalesIQ's operator chat window.
- Keep notes and comments in sync: Ensure total context is maintained by automatically syncing notes added in SalesIQ to comments in Projects, and vice versa, keeping all communications fully aligned.
Prerequisites
- You must be the portal owner in Zoho Projects to integrate it with your Zoho SalesIQ account.
Setting up the Zoho Projects integration for SalesIQ
The following steps need to be followed to integrate your Zoho Projects account with SalesIQ:
- Log in to your Zoho SalesIQ account.
- From the SalesIQ dashboard, navigate to Settings > Integrations > Zoho Projects.
- Click on Add at the top right. This will add the integration and connect your Zoho SalesIQ account with your Zoho Projects organization.
- Once added, the connection details will be displayed in the Connect with your Zoho Projects account section.
Zoho Projects Configurations
Set up notes and comments sync
Here, you can configure how notes and comments are synced between SalesIQ and Zoho Projects for tasks and issues.
Task:
- Update notes added in SalesIQ as comments in Projects: Notes added from the SalesIQ chat will be synced as comments to the corresponding task in Zoho Projects.
- Update comments added in Projects as notes in SalesIQ: Comments added to a task in Zoho Projects will be synced as notes to the associated chat in SalesIQ.
Issues:
- Update notes added in SalesIQ as comments in Projects: Notes added from the SalesIQ chat will be synced as comments to the corresponding issue in Zoho Projects.
- Update comments added in Projects as notes in SalesIQ: Comments added to an issue in Zoho Projects will be synced as notes to the associated chat in SalesIQ.
Zoho SalesIQ configurations
Here, you can map SalesIQ departments to projects in Zoho Projects to ensure tasks and issues are created in the appropriate project.
Map SalesIQ Departments to Projects in Zoho Projects
- You can select a project from Zoho Projects for each SalesIQ department.
- Tasks and issues created or associated from chats will be added to the mapped project.
Adding Projects Issues/Tasks from the Operator Chat Window
Once the integration is set up, you can create and associate tasks and issues directly from the operator chat window.
Create a task or issue for a chat
- In the operator chat window, navigate to the Zoho Projects section.
- You can choose to create a task or issue for:
- The entire chat: There are two ways to do this.
- Click on the Zoho Projects icon at the bottom. The options to add an issue or task will be displayed.
- You can also click on the menu icon (⁝) at the top right to add an issue or task.
- a specific message
- Choose to create a task or an issue.
- Enter the required details in the pop-up and click Add.
The task or issue will be created in Zoho Projects and automatically associated with the chat.
Associate an existing task or issue with a chat
- In the operator chat window, navigate to the Zoho Projects section.
- Click on Associate a task or issue with this chat.
- Select an existing task or issue from your Zoho Projects organization.
The selected task or issue will be associated with the chat and listed in the Zoho Projects section.
View tasks and issues associated with a chat
- In the Zoho Projects section within the chat window, view all associated items under:
- Tasks associated with this chat
- Issues associated with this chat
Any tasks or issues created from the chat or associated with it will be listed here.
Notes and comments sync
- Notes added in the chat are synced as comments in Zoho Projects.
- Comments added in Zoho Projects are reflected as notes in the chat.
This ensures that all updates and discussions remain aligned across both platforms.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrating Zoho SalesIQ with Drupal
Get the power of tracking and live chatting into your Drupal site and connect with your visitor’s and support your customers in real time. Getting Zoho SalesIQ Code Snippet Login to your Zoho SalesIQ Operator console. Navigate to Settings -> ...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 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 ...Customize your SalesIQ Chat window with new Personalized Widgets (Beta)
Note: This feature is still in beta version. If need be, changes will be made to the JS API code/format for further refinement of the widgets. Additionally, the widgets JS API will work only on the new SalesIQ live chat. If you are using the older ...SalesIQ for Drupal
What is Drupal? Drupal is a free and open-source web content management framework written in PHP and distributed under the GNU General Public License. Drupal provides a back-end framework for at least 2.3% of all websites worldwide – ranging from ...
New to Zoho LandingPage?
Zoho LandingPage Resources