Integrating Leadberry with Zoho SalesIQ

Integrating Leadberry with Zoho SalesIQ

Overview

What is Leadberry?

Leadberry is a web application that can help you enrich your website visitor's company information. With the help of the email address or the domain, it can help you with the visitor's company details and instantly provide in-depth data about your prospects, such as business, contact, social data, and visitor metrics.

Leadberry in Zoho SalesIQ

You can integrate Zoho SalesIQ with Leadberry for additional information about the visitor and display them in the proactive chat window, operator chat window, push into your CRM, etc. You can focus more on converting prospective visitors to customers rather than spending more time figuring out who your prospects are.

Note:
This integration is available for Basic, Professional, and Enterprise plans. This integration can also be availed by the 15-day trial users of Zoho SalesIQ but the integration will be automatically disabled after the trial period ends.



How to integrate Leadberry with Zoho SalesIQ?

  1. In your SalesIQ portal, navigate to Settings > Developers > Integrations > Leadberry.
  2. The Connect with Leadberry page opens.
  3. To enable the integration, click Enable.

  1. In the Connect your Leadberry Account section, enter the Leadberry API token from your Leadberry account.

Get the Leadberry API Key

  1. To get the Leadberry API token, Log in to Leadberry account and navigate to Settings > Integration > Zoho SalesIQ

  1. Scroll down in the Leadberry dashboard, you can find the Your API Key. 


How to set a time frame to refresh the existing Leadberry data in SalesIQ?

  1. In your SalesIQ account, navigate to Settings > Integrations > Leadberry and scroll to Advanced Configuration.
  2. In Advanced Configuration, choose the time frame at which you would like to refresh the existing Leadberry data. (Weekly, every 30 days, every 90 days.)


Note:
  1. We recommend you to set the refresh period as 30 days.
  2. If the company/visitor data is edited/deleted in Leadberry, it will reflect in your SalesIQ account while refreshing.
  3. If the data is deleted in Leadberry, then the existing data will appear only in the Visitor History section until the next visit of the visitor.

How to disable integration with Leadberry?

If needed, you can disable your Zoho SalesIQ’s integration with Leadberry at any moment.
  1. In your SalesIQ portal, navigate to Settings > Developers > Integrations > Leadberry and click on the Disable button.

How to re-enable integration with Leadberry?

To re-enable integration,
  1. In your SalesIQ portal, navigate to Settings > Developers > Integrations > Leadberry, click on the Enable button. 


How to view the Leadberry info in the chat window?

You can view the visitors' company details such as Company info, company's email address, etc. on the right side of the chat window.
The information available under Company Info about the visitors' company may vary based on the data received from Leadberry.

How to view Leadberry info in the Proactive window?

You can view the Leadberry visitors' company information on the proactive chat window.
  1. In your SalesIQ portal, navigate to the Tracking module, and click on a visitor whose details you would like to view.
  2. You can view the Company Info from Leadberry, which is on the right-hand side of the proactive chat window.

How to view the Leadberry info in the Visitor History tab?

  1. In your SalesIQ portal, navigate to People > Visitors and click on a particular visitor record. 
  2. The Company Info will be displayed in the Visitor Info tab, below the Zoho SalesIQ data i.e., beside the Behaviour tab.
  3. The visitors' company details may vary based on the data we receive from Leadberry.

 Note: 
Zoho SalesIQ will refresh the available data in the requested frequency to sync with the Leadberry data. Even if the visitor data is deleted/edited in Leadberry, only the existing data will appear in the Visitor History section until the next visit of the visitor.


    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                      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 SalesIQ Resources



                                          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 ...
                                                                            • Integrating Zoho Analytics with SalesIQ

                                                                              Overview What is Zoho Analytics? Zoho Analytics is a self-service BI and data analytics software that lets you visually analyze your data, create stunning data visualizations and discover hidden insights in minutes. Zoho Analytics in SalesIQ When you ...
                                                                            • 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 Zoho Desk with Zoho SalesIQ

                                                                              Overview What is Zoho Desk? Zoho Desk is a customer service software that uses the power of customer context to improve agent productivity, promote self-service, manage cross-functional service processes, and increase customer happiness. Zoho Desk in ...
                                                                            • Integrating Zoho CRM account with Zoho SalesIQ

                                                                              Overview What is Zoho CRM? Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform. Zoho CRM in SalesIQ Maximize the value of ...
                                                                            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