Associate session to user
We have a solution where the signup and authentication of a user will happen in our 3rd party product. This means that creating a Zoho Lead will have to happen using an API to create the records in Zoho CRM.
We would like to use Zoho Desk and SalesIQ to give access to a User Portal, Track visitor behaviour and allow for engaging in a chat.
We do not want the user to login twice and we do not want the user to have to enter an e-mail into the Chat window
Questions:
1) What do we have to do to enable the Chat window to know who is chatting (without the user having to enter e-mail) and how do we associate any chat with the e-mail for the person who has logged into our solution.
2) How do we make sure that all tracking for the user is logged to the user who is logged in?
In other words, what is SalesIQ using to associate a particular user with the current session. Is it IP adress, MAC?
Topic Participants
Christian Moller
Kirish V
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