Bring your CRM and Desk app inside SalesIQ with widgets

Bring your CRM and Desk app inside SalesIQ with widgets

Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations?

How effective would it be to have all the required tools and data of the apps you use in one window and never switch tabs again? Yes, you can do that by using Widgets in SalesIQ.

What are widgets?

Widgets can be used to bring data from your external and integration apps inside the Conversation and Visitor module of SalesIQ.

 


In this post, we'll look at the CRM and Desk widget in focus.

 Zoho CRM widget 



CRM is the most widely used tool to manage your customer info and relations. Performing support and engagement using SalesIQ and then switching tabs to update the information in CRM would be inefficient and can result in errors when handling multiple chats.

Using the CRM widget, you can bring your Zoho CRM account right inside SalesIQ's operator chat window and perform all actions then and there.

Key benefits:

  • The widget will automatically show the contact's CRM details as you are conversing with them in the chat window without you having to pick the contact and open it to view the info.

  • Having the CRM widget can remove the need to add all your operators as users in your CRM account. 

What details can I view in the CRM widget?

If available in Zoho CRM, you can view all the fields listed in this page.

To customize the info that you want to view inside the CRM widget

  • Navigate to Settings > Integrations > Zoho CRM > SalesIQ configuration.

  • Choose the CRM visitor type.

  • Select a CRM layout from the drop-down.

  • Now drag and drop the available fields under the CRM layout fields into the box under Category in the chat window.


What are the actions that I can perform with the CRM widget?

  1. Convert leads to contacts

  2. Push new contacts to CRM

  3. Associate and manage new deals

 Zoho Desk widget 


Support teams use Zoho Desk to add and manage support tickets. Without the Desk widget in SalesIQ, operators have to navigate back and forth between the Desk app and SalesIQ to log a support request or change the status of the support ticket. With the Zoho Desk widget, operators can view the tickets and manage them right inside SalesIQ.

What can you do with the Desk Widget?

  1. View tickets associated with the current chat

  2. View previously handled tickets of the visitor

  3. Add new tickets

  4. Update and manage tickets

Regards,
Naveen