Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who actually matter?

While SalesIQ offers many ways to narrow down your best prospects, today let's explore the combined power of Zoho SalesIQ and Campaigns. With these two products working together, identifying and qualifying leads becomes a lot more structured and automated. If you're a SalesIQ user who also uses Campaigns to target leads, this post is for you!


Phase 1: Spotting potential leads

For any business, identifying a lead starts with understanding visitor behavior.
Let’s say someone visits your website more than 10 times and has also conversed with your operators a few times regarding certain offers and products you offer. That’s not just random browsing — it’s a sign of interest. Based on that visitor's behaviour, they are definitely interested in what you have to offer but hesitant to take action. With a little push, these visitors or potentials can be easily converted to customers. 
  • With SalesIQ Triggers, you can automatically identify these potentials. 
  • Set up a trigger with the Number of visits and Number of past chats criteria to identify these potentials.
  • You can set up in the trigger for the details (name and email) of these potentials to be directly added to your Zoho Campaigns mailing list.
Info
Note: This trigger will work only when the visitor's name and email is identified by SalesIQ using past chats, webforms, etc.


Phase 2: Moving from interested to qualified

Once you've added these potential leads to your Campaigns list, it’s time to target them to push sales.
  • Send a targeted campaign to these potentials with their interested products and services.
  • Here’s the trick: generate a unique tracking URL (identifier link) in SalesIQ with the campaigns integration and use that in your campaign mailer’s CTA button (for example: “Browse Now" or “Learn More”).
  • When they click through and land on your website via the campaign email, SalesIQ will recognize them — because now they’re a known visitor. 
At this point, you’re not just guessing anymore. These are leads who’ve shown consistent interest and responded to your outreach. That’s a qualified lead.


Phase 3 - Retarget qualified leads with another niche campaign

Now, you can send another niche campaign to only your qualified your leads i.e. only the leads who came back to your site from the previous campaign click. 
  • Set up another trigger with the previous Zoho Campaign name as the Audience criteria.
  • You can set up in the trigger for these leads to be added to another, separate Zoho Campaigns mailing list.
  • Send another focused email to your qualified leads alone using Zoho Campaigns.
Idea
Bonus: You can also choose to push the information of your qualified leads directly into Zoho CRM for follow-up and progress them through the sales pipeline.

What else can you do next? 

Apart from sending another niche campaign and pushing their details to CRM, you have other options too to reengage your qualified leads.
  • Set up another trigger: Route them to a live operator using another SalesIQ trigger to engage them instantly and help them with what they need.
  • Engage with a chatbot: Or, even use a SalesIQ chatbot to engage them, gather more context, and route the conversation accordingly — either to an operator or CRM.
These are just a few ways to bring automation and clarity to your lead generation process. 

Stay tuned for our next post where we’ll show you how to set up a SalesIQ bot specifically for campaign-driven leads. 

Warm regards,
Hameetha
Zoho SalesIQ

    • Recent Topics

    • Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

      I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

    • Wise integration in Zoho Books

      Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team

    • Error Message: None of the rows can be imported

      I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,

    • Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment

      so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from

    • Not able to item an item to non taxable via api, despite sending is_taxable as false

      Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!

    • Collection & Payment Mapping Automation

      We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients

    • Nested Sub-forms (Subform within subform)

      Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R

    • Restore Trashed Records Anytime Within 30 Days

      Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

    • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

      I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert

    • Applying EUR Payments to USD Invoices in Zoho Books

      Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in

    • How to prevent users from editing mail merge templates from Zoho crm

      We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho

    • Customer Addresses cannot be edited/deleted in invoices

      In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added

    • Custom Fields connected to Invoices, Customers, Quotes, CRM

      I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

    • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

      Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency

    • Partial payment invoicing

      Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as

    • Inputting VAT Pre-Registration expenses for first VAT Return

      Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I

    • Anyone else experiencing very slow loading of pages in Zoho Projects?

      I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other

    • Zoho Desk Lookup Field Reporting

      Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields

    • Integrating asana will cause notification messages to pop up continuously

      When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.

    • Entire notebook that had notes has disappeared

      I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in

    • My site has disappeared from web builder

      www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.

    • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

      Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

    • Trying to trigger email notification based on rollup summary field

      Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone

    • zia data enrichment - switch to webamigo Extension

      Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method

    • Export Timeline

      With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another

    • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

      Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

    • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

      Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

    • Next Page