Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot

Hi everyone! 

We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot, you'll receive instant notifications on Cliq, complete with their details and a chat URL.

Sounds helpful, right? 

Now get all this information on your cliq as a message. If a prospect or a premium customer is conversing with the bot, then on a click you will be redirected to SalesIQ. You will get the complete information of the chat and can also take over the chat from the bot, thus providing your best assistance. 



Are you new to SalesIQ? Wondering what these plugs and bots are?

Zoho SalesIQ is a customer engagement and live chat platform for your website. To automate customer engagement, SalesIQ offers chatbots. With the Codeless bot builder, you can build chatbots by dragging and dropping cards. This bot builder has almost all essential cards needed to build your bot. However, at times, businesses would require unique actions from the bot and for those instances, we have Plugs. With plugs, you can create a unique action and bring it as a card inside the codeless bot builder like the rest of the cards. In this post, we will take a look at how to create a plug integrating your bot with Zoho Cliq and the possible benefits. 

How can this Plug help your business?
  • Get notified in Cliq when a specific type of visitor engages with chatbot. These visitors can be who you think are important for your business like premium customers, potential leads, visitor with a good lead score, visitors from a specific URL or source, visitor with CRM deal closing date period, etc. as per your requirement.
  • Cliq bot will notify on the personal chat (subscribers of the bot) or on a group channel based on the preference.
  • Get your visitor details like name, chat URL, and other information, in the message notification. 
  • Clicking on the chat URL, you will get redirected to the SalesIQ's bot conversation, where you can look at the bot chat. If required, you can take over the chat. 

Plug overview



  • The SalesIQ bot will collect the required information and send it to the Cliq bot while the conversation is ongoing. 
  • Next, the Cliq bot will send this information to personal chat or a group channel in Cliq as per your business needs.

How to build this Plug (promising lead engages with your bot) ?

Step 1 - Create a connection between SalesIQ and Zoho Cliq
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your plug a name, and description, select the Platform as SalesIQ Scripts , and finally, click on Connection to your left bottom. You will be redirected to the connection interface.
  • Click on Create connection at the top right corner. 

  • Under Default connection, select Zoho OAuth service. 

  • Provide your connection name, connection link name, and choose the scopes below.
    • ZohoCliq.Webhooks.CREATE
    • ZohoCliq.Messages.ALL
  • Click on Create And Connect to connect Zoho SalesIQ and Zoho Cliq.


Note: The Connection Link Name will be used in the scripts to invoke URL tasks.

Upon successful authentication,  Zoho SalesIQ will be connected with Zoho Cliq. 


  • The connection is successfully established. 


Step 2 - Build the Plug

As we have created a connection between SalesIQ and Cliq successfully. It's time to build the plug.  The first step in building the plug is defining the parameters. You can enter the metrics (information) which you want the SalesIQ bot to send to Cliq bot. I've taken the name, lead score, requirement (lead's interest) and conversation ID to create the chat URL.  

Input Parameters
  • Name : name | Type : String
  • Name : leadScore | Type : String
  • Name : requirement | Type : String
  • Name : conversationID | Type : String


Script to notify a specific user via Cliq bot

If you want to notify (post information) to specific users in Cliq, copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.

  • In line #22, replace the cliq bot name in the URL. To get the bot name from your Cliq dashboard, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. (All subscribers of this bot will get notified.)

  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}},"broadcast":true};
  19. //replace your cliq bot name (salesiq)  in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/bots/salesiq/message"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message to a bot

Script to notify a specific channel via Cliq bot

If you want to notify (post information) to a specific channel in Cliq, copy the code below and paste it in your plug builder. Then, make the following changes. 
  • In line #16, get your portal's chat URL. For that, navigate to SalesIQ > Chats > Copy the URL except the conversation ID.
  • In line #22, replace the Cliq bot and channel name in the URL. To get the bot name, click on your profile in the top right corner > Bots & Tools. Then, create a new bot or click on any existing bot. To get the channel name, click on the channel properties and get the channel's Unique Name. 
  • And, make sure, the connnection line name in line #25 is same as created during creating the connection between SalesIQ and Cliq (Step 1).
Plug Script/Code
  1. if(session.containsKey("name"))
  2. {
  3. name = session.get("name").get("value");
  4. }
  5. if(session.containsKey("leadScore"))
  6. {
  7. leadScore = session.get("leadScore").get("value");
  8. }
  9. if(session.containsKey("requirement"))
  10. {
  11. requirement = session.get("requirement").get("value");
  12. }
  13. if(session.containsKey("conversationID"))
  14. {
  15. id = session.get("conversationID").get("value");
  16. chat_url = "https://salesiq.zoho.com/zylkerinc/allchats/" + id;
  17. }
  18. list_data = {"text":"Lead Infomation","slides":{{"type":"list","data":{"Name - " + name,"Lead Score - " + leadScore,"Requirement - " + requirement,"Chat URL - " + chat_url}}}};
  19. //replace your cliq channel (leadsfromzobot) and bot name (salesiq) in line #22
  20. sendText = invokeurl
  21. [
  22. url :"https://cliq.zoho.com/api/v2/channelsbyname/leadsfromzobot/message?bot_unique_name=salesiq"
  23. type :POST
  24. parameters:list_data + ""
  25. connection:"cliq"
  26. ];
  27. response = Map();
  28. return response;
  • Then, click Save, preview the plug and Publish it. 
Note: API invoked in the plug is Post message in a channel

Step 3 - Adding the plug to the Codeless bot builder
  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot Builder as a bot platform or open an existing bot.
  • To notify in Cliq, click on Plugs under Action cards, select the plug you have created and provide the input values for the parameters defined in the plug builder.

  • As we want to notify only the visitors whose lead score is more than 500. Use the Criteria router card and set up a rule. 

  • For lead score, provide the value "more than 500".

  • Choose the %visitor.name% variable for the name.
  • Select the %Active conversation id% to get the conversation ID for the chat URL. 

  • Get the requirement before using any input card, save it in the context variable and select the variable here. 


Plug Output

This is how the Cliq users will be notified. 

To a specific user



To a specific channel



Upon clicking the chat URL, you will be redirected to the ongoing bot chat, where you can monitor and take the chat if required. 



See you again with another efficient plug sample :)

Best regards
Sasidar Thandapani


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Social - Feature Request - Non-US Date Format

                                    Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
                                  • Drop Down Value

                                    Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
                                  • Zoho CRM's mobile apps: A 2025 Recap

                                    2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases
                                  • Dependent / Dynamic DropDown in ZohoSheets

                                    Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
                                  • Facebook follower count doesn't match FB Analytics

                                    Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!
                                  • Meta and Facebook data report discrepancy

                                    I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
                                  • Develop and publish a Zoho Recruit extension on the marketplace

                                    Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
                                  • Unlocking New Levels: Zoho Payroll's Journey in 2025

                                    Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.
                                  • Can I export all attachments from Zoho CRM?

                                    Can I export all attachments from Zoho CRM?
                                  • Please can the open tasks be shown in each customer account at the top.

                                    Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
                                  • What's new in Zoho Sheet: Simplify data entry and collaboration

                                    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                  • Community Digest — Noviembre y Diciembre 2025

                                    ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho
                                  • Zoho Projects Plus’ 2025- the year we launched

                                    We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams
                                  • 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
                                  • Move email between inboxes?

                                    Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
                                  • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

                                    Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
                                  • How do you print a refund check to customer?

                                    Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                  • Data Import | Zoho Analytics Custom Query Window Size

                                    Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.
                                  • Company Multiple Branch/ Location Accounting

                                    Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737
                                  • Zoho Books Invoices Templates

                                    It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
                                  • Support for Developing Zoho Recruit Extensions via Zoho Sigma

                                    Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
                                  • Email Administrators! Join our tips & troubleshooting series

                                    Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges
                                  • Notes badge as a quick action in the list view

                                    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
                                  • Deprecation of the Zoho OAuth connector

                                    Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
                                  • Personalize your booking pages with Custom CSS

                                    Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
                                  • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                    Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                  • No OR Filter for Views with a Related Modules Criteria

                                    We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
                                  • Import Function: ONLY update empty fields

                                    When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
                                  • Sales IQ Chat Widget is Only Displaying Last Name

                                    Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
                                  • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

                                    Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
                                  • Begin the year with best practices in the Zoho Desk mobile app : Part 2

                                    In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve
                                  • Can we disable add to cart in Zoho Commerce?

                                    Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom
                                  • How to update "Lead Status" to more than 100 records

                                    Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                  • Zoho DataPrep and File Pattern configuration

                                    I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
                                  • JWT Token authentication problem that sometimes generates infinite redirect loops

                                    Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
                                  • Zoho desk desktop application

                                    does zoho desk has a destop applicaion?
                                  • How do I bulk archive my projects in ZOHO projects

                                    Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                  • ZOHO Work Drive Back Up

                                    I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
                                  • ZOHO Reports - Filter Logic?

                                    Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
                                  • Scanned Doc - selecting Item overwrites Rate

                                    I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
                                  • Next Page