Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration

Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration

We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate with and assist customers, on the platforms that they are most likely to use.
In this post, we will be discussing about the benefits of Zoho SalesIQ's integration with one such instant messaging app, Telegram. We have made a few changes to our Telegram Channel configurations recently. Let's take a look.

How does the Telegram integration in SalesIQ work?

The Channels feature of SalesIQ allows for seamless integration of your SalesIQ with Telegram.
  • It removes the hassle of your operators, switching between various apps to assist your website visitors.
  • When a visitor sends a message on the particular business' telegram bot, the operator will be notified on their SalesIQ dashboard directly, and can reply to the visitor immediately.
  • Connecting and communicating with a business' telegram bot will connect the telegram user to a SalesIQ operator for immediate assistance.
  • Through this integration, telegram users can easily locate your business' telegram bot, using the telegram search bar.

Recent configuration changes made to the Telegram Channel on SalesIQ

We have made a few changes in the Telegram channel configurations recently. While our old configurations had multiple steps to sync your business' Telegram bot to SalesIQ, the new and refined method of integration cuts down a lot of the steps from the previous process.

New and simplified Configuration steps

Our new, streamlined process does not call for a mobile number as the the key aspect of linking Telegram with SalesIQ.
  • The new configuration requires businesses to have a bot on Telegram already.
  • Now, users just need to enter their business telegram bot's API Key directly on the Channels page of SalesIQ.
  • This will get their SalesIQ integrated with Telegram directly, eliminating all the other steps that was previously done.
Please visit our user guide for more details on the configurations.



Benefits of integrating Telegram to SalesIQ

Now let's get to know some of the advantages of integrating your SalesIQ with Telegram.
  • Your operators can straightaway take up incoming telegram chats within their SalesIQ dashboard and wouldn't need to log on to any other device or app for assisting customers.
  • Operators will have the option to reopen conversations that were missed and can respond to visitors even when the visitors are offline. Unlike on the website, here the visitors need not be online to receive assistance via telegram.
  • The Operators will be able to use the widget functionalities for the Telegram visitors i.e., their details can be easily pushed to Zoho CRM, they can be added to the required campaigns with Zoho Campaigns and their tickets can also be managed on Zoho Desk.
  • SalesIQ admins can use the Channel filter in the chats section to filter out the telegram chats alone, for further analysis.
  • Your visitors, leads and customers who are telegram users, wouldn't have to log on to your website and then initiate a chat via the chat widget for support. They can simply connect with your SalesIQ operators directly from their Telegram inbox.
  • All the chats with Telegram visitors will be safely saved on telegram and can be accessed anytime in the future.
  • Visitors and operators can use the voice notes option and also share images, videos and other files for better communication and understanding.

Thank you for reading through. We hope you found this post helpful. For more details on the Telegram channel configurations, please check out our updated help guide here.

Webinar Alert! - We are hosting a free webinar exclusively on the various instant messaging channels on SalesIQ on 24th Aug 2022. Book your slots here! 

      • Recent Topics

      • Create case via email

        Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

      • Need a Universal Search Option in Zohobooks

        Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

      • Locked Notebook

        Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

      • Hide fields only for creation

        Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

      • Issues with Zoho Sheet in Mac

        I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

      • Weekly Sales Summary

        Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

      • Can I write a check in Zoho Books with no associated bill?

        This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

      • OpenAPI Specs are just plain wrong

        The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

      • About Meetings (Events module)

        I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the

      • Custom Footer – Zoho Writer Document

        Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

      • Report grouping

        I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

      • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

        For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

      • Spreadsheet View click & focus issue in Arabic (RTL) localization

        Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

      • VAT rates - exempt and out of scope

        Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

      • How to loop through Multiple Upload and Display Actual File Name

        I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each

      • abou arattai

        I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

      • Overlapping Reports in Dashboards

        It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good

      • Looking back at Zoho Calendar in 2025

        Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

      • There was an error while connecting to GSTN

        I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"

      • Zoho Books Extension: What Happens If Custom Fields Already Exist?

        When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

      • Internal Server Error (500) When Attempting to View Banking Transactions

        I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.

      • How do I add a blank line to the Organisation Address Format?

        I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

      • Automatic Invoice Number generation for createRecord

        Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

      • Adding number of days to an estimate.

        I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

      • Books Api: listing expenses created after certain dates

        Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

      • Why can't we change the Account type from an Expense to an Asset?

        Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

      • Is it possible to do validation for the Actions added to Reports?

        We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

      • Ability to Edit Ticket Subject when Splitting a Ticket

        Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

      • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

        Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions

      • Zoho Voice API SMS

        I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on

      • How do I change (error) display messages

        Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.

      • Record Overseas Transactions Along with CC charges

        Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

      • Easier onboarding for new users with stage descriptions

        Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

      • Pieds de page personnalisé - Document Zoho Writer

        Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute

      • Permissions on Views

        Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,

      • Credit card transactions are backwards after importing statements

        I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

      • import data from Apollo.ai into zoho crm via zoho flow

        I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

      • Knowledgebase SEO

        We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

      • VIsual maindmaps in Zoho notebook Ai

        Can I create and export VIsual maindmaps in Zoho notebook Ai

      • Next Page