Integrate Google Tag Manager with SalesIQ

Integrate Google Tag Manager with SalesIQ


Add Zoho SalesIQ widget code to either selective or all the web pages of your site without having to edit the source code.

To add Zoho SalesIQ widget code on your site using Google Tag Manager

  • Login to your Google Tag Manager account.
  • Click on  ADD A NEW TAG  which you can find in the  New Tag  box.
  • Name the tag as " Sales IQ ".
  • Hover over the label that says  Tag Configuration  and click on the pen icon that appears right beside.
  • In the window that slides in choose the option Custom HTML under the section Custom.
  • Paste Zoho SalesIQ live chat code in the space provided. To get the code:
    • Login to your Zoho SalesIQ Operator console.
    • Navigate to  Settings > Brands   , click on the name of the website you are attempting to include in a page.
    • Select Embed code, and click Website.
    • Select  Live Chat . In the Installation section, click on  Copy this code  and paste in the Custom HTML window.


  • Check in the checkbox that says  Support document.write  to prevent loading issues.
  • Hover over the section that says  Triggering  and click on the pen icon right beside and either choose the option  All pages  (Default option available) or opt to frame customized trigger rule based on which the Sales IQ tag that you just created has to be initiated.
  • Click on  Save .


Publish the tag created

To view the reflected changes you will have to publish the tag that you have just created for this you will have to

  • Click on the submit button that you can find in the top right corner.
  • Under the  Publish and Create Version  section, type out version name and a brief description for it.
  • Click on  Publish  to publish the changes made.
  • You will be then re-directed to the  Version  tab in which you can view Version Summary, Version Changes, Activity History and more.


Track all the live chat events by integrating Google Tag Manager with your Zoho SalesIQ

  • Log into your Zoho SalesIQ account.
  • Navigate to  Settings > Integrations > Google Tag Manager.
  • Click on  Enable .
  • You will be listed with all the websites that you have configured till date. You can decide whether to embed Zoho SalesIQ widget code via Google Tag Manager on those websites or not by clicking on the toggle bars provided right beside.


You can do this in two different method:

1. By adding the Google Analytics code along with the SalesIQ live chat code in the Google Tag Manager:

  • Open the Sales IQ tag in Google Tag Manager, and paste the Google Analytics tracking code above the SalesIQ live chat script. 


2. By adding the Google Analytics - Universal Analytics option:

  • Click on  ADD A NEW TAG  which you can find in the  New Tag  box.
  • Name the tag as  GA .
  • Hover over the label that says  Tag Configuration  and click on the pen icon that appears right beside.
  • In the window that slides in choose the option  Google Analytics - Universal Analytics.
  • Choose  Track Type  as  Event .


Setting up Category

  • Click on the more options icon which you can find right beside the  Category  text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as  Zoho SalesIQ  and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the  Utilities  section choose the option  Constant .
  • Type out the  Value  as  Zoho SalesIQ .


Setting up Action

  • Click on the more options icon which you can find right beside the  Action  text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as  Sales IQ Event Action  and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section  Page Variables  choose the option  Data Layer Variable .
  • Type out the  Data Layer Variable Name  as  Action .


Setting up Label

  • Click on the more options icon which you can find right beside the  Action  text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as  Sales IQ Event Label  and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section  Page Variables  choose the option  Data Layer Variable .
  • Type out the  Data Layer Variable Name  as  Label .


Setting up a Value 

  • Click on the more options icon which you can find right beside the  Action  text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as  Sales IQ Event Value  and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section  Page Variables  choose the option  Data Layer Variable .
  • Type out the  Data Layer Variable Name  as  Value .


Integrating Google Analytics account with your Google Tag Manager

  • Check the checkbox that says  Enable overriding settings in this tag .
  • Copy and paste the Tracking ID from your Google Analytics account.
  • Click on  Save .


Setting up the firing rule 

  • Navigate to the  Triggers  section.
  • Click on  New .
  • Type out a name for the trigger say  Trigger1 .
  • Hover over the label that says  Trigger Configuration  and click on the pen icon that appears right beside.
  • Under the section  Other  choose  Custom Event .
  • Type out the  Event name  say  Zoho SalesIQ Event .
  • Choose the instance at which the rule has to be fired -  Some Custom Events .
  • Then choose " Sales IQ Event Value" "contains" "Sales IQ"   from the drop boxes provided.
  • Click on  Save .


Events
Description
Button Clicked
Number of clicks on the Zoho SalesIQ chat button.
Chat Closed
Number of clicks on the Close (X) icon in the chat window.
Chat Minimized
Number of clicks to minimize the Zoho SalesIQ chat window.
Bubble Closed
Number of clicks on the Close(X) icon on the chat bubble.
Chat Connected
Number of chat sessions with the visitors.
Chat Ended
Number of chats ended by the visitors.
File Transferred
Number of file transfers made by the visitors.
Chat Printed
Number of chat transcripts printed by the visitors.
Chat Mail Sent
Number of chat transcripts emailed by the visitor.
Rating submitted
Number of ratings submitted by visitors.
Feedback submitted
Number of feedback messages submitted by visitors.
Chat Triggered
Number of auto and proactive chat initiated to the visitors.
Chat Initiated
Number of visitor initiated chats.
Offline Message Submitted
Number of offline messages submitted by the visitors.
Chat Missed
Number of chats missed by the SalesIQ users.
Chat Ended by visitor
Number of chats ended by the visitors.

    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 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


                  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

                                                        Get noticed and communicate where it's most convenient for customers.  Integrate your Whatsapp account with the SalesIQ brand and extend your support via Whatsapp messenger to your customers. Your customers will be able to reach your support ...
                                                      • Integrate Telephony with SalesIQ

                                                         Performing follow-ups with your prospects via email can be sluggish at times. One of the most effective ways to connect with your contacts is via a phone. This integration can allow operators and sales teams to get in touch with your prospect right ...
                                                      • Integrate Clearbit- Enrichment with SalesIQ

                                                        Overview 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 about your visitor from ...
                                                      • Integrate Clearbit Reveal with SalesIQ

                                                        Integrate Clearbit - Reveal with SalesIQ Clearbit provides its customers with powerful data suite, which was procured by crawling and indexing websites and public information on companies as well as people with no interaction.To be more precise about ...
                                                      • Integrating Zendesk with SalesIQ

                                                        What is Zendesk?  Zendesk is a customer ticketing system that allows companies a method of tracking and responding to customer service requests. Together Zendesk and Zoho SalesIQ deliver a complete view of all your support interactions logged in one, ...

                                                      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