Sales IQ ingration with CRM not working
When I am sending email via Zoho campaigns, I would like visitors to be identified in SalesIQ when they click on a link and come to the website. Similarly, when I send emails using Zoho CRM, I would like visitors to be identied in SalaesIQ when they come to the site after clicking an email link. Somehow, I am not able to make this work. I have searched and tried various options as per instructions on this page - https://crmplus.zoho.com/culytics/index.do#salesiq/culytics/index/getcpdata/setting/integrationMobilisten introduces flexible widgets that'll suit all your business needs!
A shout-out to all our Mobilisten users, We've been getting lots of requests from you all asking for an option to move the default chat widget in your mobile apps, hide them, or to customize them based on your business needs and whatsoever. Now we have a single solution for all your requirements! We've not just enhanced our default chat widget, we've also introduced a API that will let you create your own custom launcher. Before we jump over to test API waters, let's check out the enhancements thatPersonalise Bot Response
Hi, We are looking to pass the users name variable value to the bot. E.g. "Can We Have Your Name" User enters "Dave" Bot Reply, "Thanks Dave" Regards KevinSalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you takeDMARC message in all customer emails and sending from systemgenerated@zohosalesiq.com
We are having real problems configuring sending of emails from SalesIQ properly. Every email sent to customers shows the following message at the top of the email and is sent from systemgenerated@zohosalesiq.com instead of our Helpdesk email address we set in the SalesIQ setup. Note : Sender's email address can't be set as the "From Address", as the DMARC policy implemented might block the emails that aren't sent via client servers. However, when the recipient tries to reply to this email, it wouldZoho Sales IQ Chat Widget On Landscape View (Tablets + Mobiles) Renders Site Unresponsive On Automation Trigger / Issue with CSS Code From Zoho
Just want to check if others have found a solution to this We have implemented a comprehensive Q and A style bot using Zohbot to take qualified enquiries and update the fields in CRM accordingly We have an issue wherein the sales IQ pop up (on the back of automation triggers on a site) does not work well on landscape view, the screensize and text (being smaller) makes the minimise buton and other elements of the chat widget invisible. This then renders our page invisible With google taking into accountFeedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gifApp UI
I downloaded the Mac version of SalesIQ, to try it as I'm not a permanent agent, just replacing a colleague. However, I don't use it as my main tools, I reduce the window to a minimum size, as shown on the screenshot. You then see some problem of the interface not playing nice with responsive. UI should be updated, I guess.Missed chat history on user
Hi all, The user 82616 had 2 chats, but in his history we can see only one : chat # - 105130. the second chat # 105131 is not listed on his profile page pls find attached file.Sales iQ chat not appearing for visitors. Only myself
Hi, On https://www.windsor.ai/ the chat appears only for myself, but not for visitors. How can this be? Thanks for help!Zia Skills Chatbot Conditional Routing
Hi Sales IQ community. A week ago, I wrote about an issue we have with our Zia Skills chat bot, that we managed to program the single answers in the Sales IQ bot but we haven't figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. Zoho claims that this can be done, but doesn't provide any sufficient documentation for it. When I asked for help about it,Restrict Chat on Mobile Devices
Hi, The majority of our users will be using the chat from within our website. When accessing our site from a smartphone, I noticed the chat button takes up too much space. Is there a way to hide the Chat With Us icon and not allow chats on devices with a small screen such as mobile phones? Tablets would be ok.SalesIQ Zobot DialogFlow do not detect the language right
1. I created the SalesIQ Zobot on DialogFlow platform (default language is Russian, plus two option languages English and Ukrainian) 2. I placed the SalesIQ code on the website crmoz.com (default language is Russian, plus Google translator for websites) The problem is: SalesIQ detects the language of the website as Russian, but the bot answers in English. Obviosly, SalesIQ does not tranfer correct language to the Dialogflow. The question is: When could it be fixed? Many thanks!No send button on iphone
Once i have answered a chat there is no send button for me to send my message! I’m using an Iphone.Slow Zobot response time
Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing status is set at immediate but was taking ages to load when the bot was on site. There was no issue on when testing the script before it was enabled. Does anyone know what the issue might be here? ThanksConditional Answers Zoho Bot
Hi Sales IQ community. While we managed to program the single answers in the sales iq bot using Zia skills, we do nothave figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. My issue is that the documentation provided is not sufficient, are there any example bots online with documentation from which we could learn? We have scanned the zoho documentationUse data from URL to create CRM Contact
Hello! I've got a client that uses a referral link to a portal we've built for them. In this link, it sends us the necessary information for us to identify the user accessing the portal, name, email, address, etc. Is there a way to break down this URL and use the information from it to create a CRM contact? I checked Flow and SalesIQ doesn't have triggers for something like this. We would want it to create and/or update contacts based on the information it gets. Here's an example of the landing URL:Get potential leads delivered to your mailboxes!
Save the time that you spend on our Visitor History tab examining the logs, and filtering out hot prospects, by scheduling emails at periodic intervals of time. Let's see what you will have to do to get this done! Now quickly scoot back to your Zoho SalesIQ, and schedule periodic emails right away! Best, BalaChat to Lead
Can I convert a Chat to a Lead?Add a personal touch to every tone played in your app by customizing notification sounds today!
Today, we'll take a look at the Notifications module that was exclusively launched to let you and your operators customize every tone to be played in your SalesIQ app. What for? Being at customer's service, the one thing that you'll be listening to all day would be the notification sounds played in your SalesIQ app. Why not customize it based on your likings? More to add... You'll be able to better differentiate various events. No more generic system notification sounds. You'll get to choose anyCorrect layout for convert from salesiq to crm
Dear, I have 2 layouts for CRM ( lead ) , new one is used one, not default one. So when i convert the chat from Salesiq to Lead in Crm , the chat appear in default lead crm layout . So is there anyway to choose the layout for conversionZia skills videos or documation
I am finding it a little hard to use. Are there any examples, documentation or more videos to look at? I am simply just trying to get user input like name, email, and phone just to start. More information/documentation would help. Thanks.Zoho SalesIQ is getting more secure with the TLS version upgrade!
Hello everyone, To keep your communication with Zoho SalesIQ more secure, we will be retiring the support for early TLS versions 1.0 and 1.1 by March 1, 2019. So, if the visitor is not accessing your website with the below-mentioned browser versions that support the TLS version 1.2, then SalesIQ will not be able to track the visitor or display the SalesIQ chat widget. You (Operator) may also face the compatibility issue in the operator console if you're not using the supported browser version toError GET
I get a clogo / 0_668760649 / photo.ls? nps = 404 404 error How to fix ?Cloudflare app
Can you guys make a cloudflare app? It would be so amazing! Sales IQ will benefit the most from this!Give your chat a whole new transformation with power-packed chat windows
Have you checked out the new-look of our chat window yet? Yes, SalesIQ powered chat windows have been completely refurbished. A chat window that can be more than just a platform for your operators to chat with visitors landing on your site. We have notSalesIQ widget no longer showing after few days.
I'm on trial version and has copied the widget code to my site and it was working for a couple of days and since Saturday it no longer showed the widget. I have disabled company working hours as instructed in some other posts but still nothing showing. I have sent an email to support but after 24 hours, still no replies. Thank youZobot to showcase your products and provide all-round assistance
We received a bot building requirement to assist website visitors with following options. We are sharing the script here for the benefit of others, do give it a try: Bot Requirements: A bot to: Display products available in the website Provide links and direct visitors to products of their choice Schedule a demo call Generate leads Provide support and ticketing options What will this Zobot do ? First, when the visitor hits the site, the bot will display a welcome message and a menu with followingcustomfield
Hello! i'm stuck with the customfield.add() function to handle the Style I was trying but without success and there are no examples for this <script> $zoho.salesiq.ready = function (embedinfo) { $zoho.salesiq.customfield.add( { "name": "label", "hint": "Empecemos por conocerte", "type": "label", "before": "name", "Style": [ { "font-size": "20px", "textAlign": "center", "color":"orange" }, ], "required": "true", "visibility": "both", "callback": function (value) { } }); } </script> I just need anHow to protect exported visitor data from breaches?
Why take chances with your visitor data when you can protect them even if you choose to export them out of your SalesIQ portal for reference? Yes! You can opt to lockdown visitor data during exportation with a password. This is how you can achieve this: To always stay in loop click on this link and then on the follow button which you can find onto your right. Best, BalaLet Zobot filter out prospective leads for you!
Yes, you read it right! You wouldn't have to stay vigil all the time to cease prospective deals. All that you have to do is set criterions based on your business requirements and your Zobot will proactively initiate a chat with all the visitors matching them as they land on your site. Let's see a quick video on how to configure criterions, And so, every time your Zobot senses a visitor landing on your site who match the criterions set in its radar, it'll immediately send out a proactive chat inviteAdd Additional Field for Security
Being there are no plans right now to mask credit card info in chats. Is there any possibility to add an additional field that is now added to the chat session? For instance after a chat is started, if we need to ask a customer for sensitive information, they can then add that information to a field then that field would be seen by the agent. Any information in this field would not be added to the chat transcript. This way we can transfer CC info or any other sensitive info from the customer toChange user status from available to busy
We have a users who will leave their status as "available" when they are away from their desk or not at work. Is there a way as admin that I can remotely change a user's status?Zobot: The one to redefine the reputation of chatbots
Chatbots have created quite a buzz in the marketplace. And so, we have launched our own bot building platform using which you can actually build and deploy chatbots - Zobot in your SalesIQ. What is a Zobot? Zobot is a smart AI chatbot that is incredibly customizable and streamlinable based on your business requirements. Also, our Zobot can work in conjunction with other third-party applications like - Zoho CRM, Zoho Campaigns, Google calendar and much more to nurture the data indexed by SalesIQ.Back-to-back Audio Calls are now part of the Zoho SalesIQ mobile app!
We always love easing up your job and now, we’ve gotten better at it and therefore decided to roll out the most sought-after Audio call feature on the Zoho SalesIQ mobile app! Doesn’t that sound exciting? The audio call feature on the mobile app canCut out prolonging chat sessions with Zoho SalesIQ Audio call!
Audio call has always been the most yearned-for feature among our customers. As we've always loved to stack up customers' plates with cool new features every now and then, we thought why not put together everything we can and start fulfilling our customer's wish list. First on the list? Audio call! And we have it now. Yes, you can use audio call as a means of communication with your visitors, and you don't just have to rely on chats to resolve your visitor queries anymore. Benefits that you wouldZoho SalesIQ + Zoho CRM : Bad "layout" when Lead/Deal created...
Hi, We work with both Zoho SalesIQ and Zoho CRM (we have installed the chat on our website). When a visitor arrives on our website and starts a discussion, if we convert it into a "Lead" in Zoho CRM, it is automatically created on an old layout that we no longer use (we have created other layouts adapted to our business ). Same problem for the "Deal". If we create the deal directly from the chat window, it is also created on an old layout that we no longer use... We would like to be able to defineZoho SalesIQ security issues -
Hi, I'm trying to find the best solution for a chat channel for our business. I've launched a free version of Zoho SalesIQ but our web developer is not happy with the security aspects of the service - the main complaint is that anyone can copy/paste the code snippet from our website and use it for his or her own purposes, as it's not linked to the domain. He tested the snippet from the independent environment to prove this - added the same snippet to a different website unrelated to our platform,Voice Recorder: Let your visitors send out voice messages!
Did you know that you can let visitors hitting your site send out voice messages to your operators right away from their audio call windows? Well, this feature of Zoho SalesIQ was primarily introduced to aid at times when: Your operators are quite busy that the calls made by your visitors go unnoticed. Operator hangs up the calls initiated by visitors. As there might be situations in which the operators are busy assisting another visitor over a call or screen sharing session. The issue that the visitorAdjuntar archivos en Sales IQ
Hola, Una duda: Cuando un usuario está activo desde Salesiq y me llega en tiempo real su solicitud, puedo adjuntarle desde el chat un pdf (tanto desde la nube como desde el ordenador). Pero cuando el usuario no está activo y quiero contestarle desde Salesiq a algo que me solicitó hace un día (por ejemplo), la forma más directa es darle a enviar correo electrónico. Cuando hago esa operación y necesito adjuntar un documento, solo me da la opción de subir archivos desde mi ordenador. Hay alguna formaNext Page
Announcements
Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underUnleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,Plug Sample #3: Zoho bookings integration plug for chatbots built with codeless bot builder
Appointment scheduling is an essential process for any business, and we have Zoho Bookings to do it hassle-free. You can further automate the process using AI-powered chatbots, which can save a lot of time and act as an excellent tool to increase engagement
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Is Zoho Live Chat compatible with WordPress CMS?
Hello, I have a website called seocerdas.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underCould someone help me achieve this
I want to make Zobot allow my visitors to schedule an appointment using Zoho Bookings. My staff's working hours are Monday to Friday from 9 AM to 6 PM. I already have my Zoho Bookings account, and I've read the documentation for the plugins, but I stillHow can I make the chat widget looks like this?
can't seem to find the option. mine just show a huge blue blank space.Is something wrong with the visitor tracking dashboard?
There is a visitor that has my own IP that it's been online for 7 + hours and do not dissapears from the dashboard. I had set my ip to do not track. how can I clear that visitor? also I do not get any new visitors to show on the dashboard unless I reload
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Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achievingDeprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As aPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
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