LINE 公式アカウントへのメッセージをSalesIQ から確認・返信できるようになりました

LINE 公式アカウントへのメッセージをSalesIQ から確認・返信できるようになりました


 本投稿は、本社のZoho SalesIQ コミュニティに投稿された以下の記事を翻訳したものです。
Now connect and engage with your LINE chat users right from SalesIQ! 

SalesIQ のIMチャンネルファミリーに、新しい仲間が加わりました。LINE とSalesIQ の連携を紹介します。このチャンネルを利用すれば、SalesIQ の管理画面から、LINE ユーザーと便利につながり、交流することができます。

LINE は世界で最も人気のあるインスタントメッセージングプラットフォームの1つであるため、この連携によって新たな可能性が広がり、さまざまな地域の顧客が好みのメッセージングアプリで即座に貴社のビジネスにアクセスできるようになります。

 


 

 

 

どのように機能するのでしょう?

SalesIQ のチャンネルにLINE を設定すると、LINE 公式アカウントで受信したすべてのチャットを、SalesIQ の管理画面に直接取り込むことができます。これにより、SalesIQ から簡単にメッセージを送受信することができます。

ビジネスでの利用例

ソーシャルメディアにビジネスプロフィールをアップしている場合、LINE や他のソーシャルメディアアプリからのチャットを担当する特定の担当者がいる可能性があります。

インスタントメッセージングアプリからすべてのチャットに対応し、合理的なカスタマーサポートを提供することは、控えめに言っても面倒なことです。それはなぜでしょうか?

  • 顧客に最高のサービスを提供するために設計された追加サポート機能はありません。
  • また、このような場合、かなりの確率でチャットが見逃されるおそれがあります。

 

インスタントメッセージングプラットフォームは個人的な使用には適していますが、ビジネス目的、特にカスタマーサポートに活用するには限界があります。顧客のニーズに真に応え、卓越したエンゲージメントとサポートを提供するには、これらのタスクのために特別に設計された堅牢なプラットフォームが不可欠です。

SalesIQ のような強力なツールにLINE のチャットを組み込むことで、既存のオペレーターが使い慣れた、卓越したカスタマーアシスタンスを提供するために必要なすべてのツールを装備することができます。このシームレスな組み合わせは、通常のサポートにとどまらず、カスタマーサービスをまったく新しいレベルに引き上げます。

 

 

 

 

SalesIQ のLINE チャネルを活用したカスタマージャーニー

ジャックはあなたのビジネスにコンタクトしようとしており、あなたのビジネスのLINE 公式アカウントにメッセージを送信しています。SalesIQ のオペレーターであるあなたには、SalesIQ のダッシュボード上ですぐにチャットの招待が届きます。


 

 

 

  • あなたはジャックにお気に入りの定型文を使ってあいさつし、会話した後、ジャックが返金に関して問題を抱えていることを知りました。
  • あなたはすぐに、自社の返金ポリシーに関するFAQ をジャックに伝えました。
  • さらに、別のウィンドウに移動することなく、SalesIQ オペレータチャットウィンドウから Zoho Desk ウィジェットを利用し、ヘルプデスクソフトウェア上に即座にチケットを作成することができます。
  • また、関連するタグを会話に追加することで、将来簡単にフィルタリングできるように効果的に分類できます。

 


 

おまけ:

  • LINE からあなたのビジネスに新しい訪問者が近づいた場合、彼らの名前は自動的にオペレータのチャットウィンドウに入力され、簡単にあなたの会話をパーソナライズすることができます。
  • 相手の連絡先情報を取得し、Zoho CRM ウィジェットを使用して CRM 上ですぐにリードを作成し、SalesIQ のオペレータチャットウィンドウから CRM に相手の詳細をプッシュすることができます。

 

このような顧客が、LINE から数日後に再びコンタクトしてきた場合、

  • CRM に格納された顧客の詳細情報は、Zoho CRM ウィジェットで利用できるようになります。
  • デスクチケットはZoho Desk ウィジェットで利用できるようになります。
  • 過去の会話は「最近のチャット」に保存されます。

 

 

ここに可能性を感じませんか?

  • LINE アカウントとSalesIQ を連携させることで、SalesIQ のダッシュボードにLINE のトークが表示されます。
  • SalesIQ のダッシュボードには重要な訪問者/顧客情報がすべて保存され、後で参照することができます。
  • SalesIQ  のオペレータチャットウィンドウの強力な機能を利用し、生産性と効率を最大化することができます。

 


 

追加されたメリット:

リーチの拡大:LINE との連携により、膨大なユーザーベースを活用し、LINE を好みのメッセージングプラットフォームとして使用する顧客とつながることができます。この連携により、より多くのユーザーにリーチし、リアルタイムでエンゲージすることができます。

SalesIQ の機能の使用:ウィジェット、返信定型文、FAQ、OpenAI 連携などの機能をオペレーターが活用することで、健全なサポートとエンゲージメントを実現し、より有意義で文脈に即した会話が可能になります。

効率的なサポート:特定のオペレーターや専門部署をLINE チャネルのチャット管理のみに割り当てる柔軟性があり、お客さま独自のニーズに応じて効率性を最適化できます。

簡単なセットアップ:LINE との連携設定はとても簡単で、いくつかのステップを踏むだけでSalesIQ 内でLINE 公式アカウントへのメッセージを受信できるようになります。

注:Zobotは他のIMプラットフォームと同様、LINE チャンネルに近日登場する予定です。お客さまのカスタマーエクスペリエンスを向上させるシームレスな連携にご期待ください。待ち時間はそう長くありませんし、その価値は十分にあります!

 

LINE チャンネル設定手順

SalesIQ のLINE チャンネルでは、簡単なステップでLINE 公式アカウントとSalesIQ を連携させ、シームレスにコンタクトとつながることができます。LINE 公式アカウントの管理画面からチャンネルID とチャンネルシークレットを取得し、SalesIQ のLINE チャンネルページに貼り付けるだけです。

連携の手順については、以下のビデオをご覧ください。




詳しい手順についてはヘルプガイドをご参照ください。

SalesIQ は、WhatsappFacebookメッセンジャーInstagramTelegram など他のIMプラットフォームとの連携も行っており、幅広く利用されています。

 

 

 

      • Recent Topics

      • UPS Label size when generated via Zoho

        We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
      • Credit Management: #4 Credits on Unused Period

        Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
      • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

        We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
      • Prevent new Record Association

        Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating
      • Tip of the Week #73– Automate workflow with Make integration.

        Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
      • Viewing attachments

        I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not
      • Kaizen #89 - Color Coding using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
      • Instant Sync of Zoho CRM Data?

        With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
      • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

        We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to
      • Zoho account sign in with passkey

        Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
      • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

        Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
      • Checklists as templates

        Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties
      • Send mass email using my secondary email

        Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email
      • ZOHO TEAM INBOX Calendar Integration

        The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
      • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

        As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,
      • Zoho Desk Limit for Comma Separated Queries

        Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
      • Module Name doesn't exist

        I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.
      • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

        Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
      • Unify All Zoho Video Meeting Experiences into One Standardized Platform

        Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
      • Is it possible to embed Youtube shorts?

        Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on
      • Split functionality - Admins need ability to do this

        Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
      • Delegates - Access to approved reports

        We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
      • How to include total km for multiple trips in expense report.

        Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
      • Get logged in user ID in Deluge script

        Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that
      • Item Details Field - New Barcode / Document option?

        Is this a new feature??? its in both books and inventory.
      • Shared Mailbox - Mark as read for all users

        Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
      • How do I increase the email attachment size in Zoho CRM ?

        It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
      • Can I export to PDF in Zoho Learn

        I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
      • Zoho Sites "pages" management page

        I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
      • Add Image Upload Field to Zoho Bookings Registration Form

        Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
      • Merge Tags Output Incorrect Placeholder Text After CRM Sync

        Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have
      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
      • Windows agent 2025_M02 release notes

        Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.
      • Windows agent 2025_M01 release notes

        Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance
      • how to record deferred revenue?

        Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and
      • Narrative 13: Importing your data

        Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and
      • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

        I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
      • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

        Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status
      • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

        Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated
      • Next Page