How to Integrate Zoho Survey With Zoho SalesIQ - Online Help Guide

Zoho SalesIQ

By integrating with Zoho SalesIQ, you can track visitors returning to your website by their name and email addresses. This helps you understand how visitors navigate in real time and connect with them using live chat support. Just map the Zoho Survey questions to Zoho SalesIQ visitor information and convert a survey respondent to a Zoho SalesIQ visitor.

To track visitor information on your website:

  1. Click the Hub tab.
    Hub
  2. Click the Integrations section.
    Integrations
  3. Click Integrate in the Zoho SalesIQ section. Make sure you have an account in Zoho Survey and Zoho SalesIQ so you can configure the sync settings.
    zoho-salesiq-integration
  4. Select the question that asks for the respondent's email address in the Email ID field on the next page. This is a mandatory field.
    Zoho Survey integration with Zoho SalesIQ
  5. Select a question in the Name field.
  6. Select a question in the Phone Number field.
  7. Click Save.

To remove the integration:

  1. Click the Hub tab.
    Hub
  2. Click the Integrations section.
    Integrations
  3. Click Remove Integration in the Zoho SalesIQ section.
    zoho-salesiq-remove-integration
  4. Click Remove to confirm.
  5. zoho-salesiq-integration-remove-confirm

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