I cannot enable the Zoho SalesIQ integration with Zoho CRM. Why?
These are some reasons why you may be unable to enable Zoho SalesIQ integration with Zoho CRM.
- There is already a module called “Visits” in your CRM account:
It could be a custom module that has been created or a module that has been renamed. Make sure you rename that module so you can enable the configuration. - There could be one or more custom fields named after the default Visit Summary fields:
There are seven fields created by default in the Visit Summary section. If you have created a field elsewhere in the CRM in any of these names, you will not be able to enable the integration. These are the default field names: - You are using a free Zoho SalesIQ account:
In this case, you will not be able to configure the integration. Upgrade to a paid edition to resolve the issue.
Related Articles
I am not able to Enable the Zoho SalesIQ integration with Zoho CRM. Why?
Following are some reasons why you may not be able to Enable Zoho SalesIQ integration with Zoho CRM. There is already a module called “Visits” in your CRM account. It could be a custom module that has been created or a module that has been renamed. ...Setting up SalesIQ Integration
Zoho SalesIQ integration with Zoho CRM, also called as Visitor Tracking, allows you to engage with people visiting your website through chat and push their information into CRM. You can also embed a chat widget on your webpage and converse with the ...How to push Clearbit data automatically from SalesIQ to Zoho CRM?
You can map the fields in the Clearbit (Enrichment) integration section to push the Clearbit data automatically from SalesIQ to Zoho CRM. By default, a set of fields will be automatically mapped based on the module (Lead/Contact) you choose to push ...How to push Clearbit data automatically from SalesIQ to Zoho CRM?
You can map the fields in the Clearbit (Reveal) integration section to push the Clearbit data automatically from SalesIQ to Zoho CRM. By default, a set of fields will be automatically mapped based on the module (Lead/Contact/Accounts) you choose to ...Zoho CRM
Overview Maximize the value of each-and-every interaction your team has with your customers, and add the ability to provide on-demand customer support through live chat. Integrate Zoho SalesIQ with Zoho CRM and organize all your customer data in one ...