Integrating SalesIQ + WeChat: Converse with WeChat users directly from SalesIQ!

Integrating SalesIQ + WeChat: Converse with WeChat users directly from SalesIQ!

Hello everyone. We're back with another exciting update!

The much-awaited integration of SalesIQ with China's most-used instant messaging application, WeChat is here. With this integration, you can now connect your business' WeChat account with SalesIQ. When a user messages your business on WeChat, you will receive that message right within your SalesIQ dashboard, allowing your operators to assist WeChat users, without moving anywhere.


How can this help your business?

With this channel, connecting and engaging with your WeChat users has become easier and more seamless than ever before.
  • Streamline customer support by bringing in WeChat conversations into SalesIQ, thereby eliminating the need to switch between platforms.
  • Equip operators with SalesIQ's support tools like canned replies, articles, FAQs, tags, widgets etc., enhancing their ability to provide contextual assistance.
  • You can easily nurture the leads from WeChat by adding their basic details to SalesIQ and pushing them to CRM for further conversions and follow-ups.
  • You can also convert the chats from WeChat to helpdesk tickets and push them to Desk with a single click.
  • Gather valuable insights about your support activities by analysing customer satisfaction levels and feedback from WeChat user chats on SalesIQ to make informed decisions.

And best of all?

All your business communications can be unified under one roof. Along with your chats from WeChat, you can also bring in chats from the other SalesIQ channels like Facebook, Whatsapp, Instagram, Telegram, and LINE and manage all your business interactions from all these platforms on SalesIQ, making it an all-powerful communication hub for engagement and assistance.

Isn't this Omni-channel support? Yes, it is.

A Business Example:

Meet Sarah, the owner of a thriving e-commerce business specializing in fashion accessories. With a significant portion of her customer base located in China, Sarah gets a lot of incoming messages to her business' WeChat account.

Her problems on WeChat?

  • Her team could not keep track of all the lead enquiries and customers.
  • No support and assistance features on WeChat to handle the volume of chats.
  • Juggling between WeChat and her CRM system to handle leads/customer details.
  • Could not keep a check on the complaints and grievances received.

What change did the SalesIQ + WeChat integration bring in Sarah's business?

With the SalesIQ + WeChat integration, Sarah was able to streamline her workflow effectively.
  • Now, all WeChat messages and inquiries are seamlessly integrated into SalesIQ, allowing her support team to manage them alongside other customer interactions.
  • No more juggling between WeChat and her CRM system, Sarah was able to push the lead details to her CRM easily with SalesIQ's CRM integration.
  • Not just that, she was also able to keep track of issues and grievances with the Desk integration.  
  • And Sarah's support team can now provide timely assistance to WeChat users directly from SalesIQ, utilizing all the support features like canned replies, articles, FAQs, Smart suggestions, Tags, widgets, Open AI integration etc.

Thanks to the SalesIQ + WeChat integration, Sarah's business has seen a significant improvement in customer support efficiency, resulting in happier customers and increased sales.

WeChat Channel Set-up

The set-up process for the WeChat channel involves getting key attributes from your WeChat and SalesIQ accounts and linking them as per the steps. Check out the below video to get a clear idea of the integration procedure.



For the complete process, check out our help guide here.

We'd love to hear your thoughts on this release. Do leave us your comments and we'll see you soon with another update.

Best regards,
Hameetha

    • Recent Topics

    • Why can I not choose Unearned Revenue as an account on items?

      Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

    • Form Submission Emails

      Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

    • Rules not working properly

      I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

    • Notebook font size issue

      If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

    • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

      792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

    • Ampersand in URL parameter // EncodeURL does not work

      Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

    • how can we create in zoho crm a new contact when the looup does not find a similar existing one

      In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

    • Directory Websites

      Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

    • Manage Task on Mobile

      How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

    • Set Default Payment Method & Default account

      Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

    • Customer Portal on Zoho Desk

      Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

    • Slow Performance on desk.zoho.com. 11/3/2025

      I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,

    • Computer Showing Offline in Unattended Access

      I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

    • Zoho CRM Portal Error

      Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

    • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

      You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

    • Feature enhancement: Highlight rows based on a cell value

      Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • monetizing the courses

      Can I add a price for course enrollment ?

    • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

    • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

      Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Candidate Registration/Invitation

      It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

    • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

    • Where we can change the icon in social preview

      Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

    • Cadences

      I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

    • I have error AS101 when I try to add paypal@mydomain.com to Zoho

      Please help me with this. I tried to call the help line 4 times but don't get any response.

    • VAT on Multiple Expenses

      Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

    • Detect and ignore bots in visitors

      The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Next Page