Live Chat and Visitor Tracking Software for Microsoft SharePoint
Microsoft SharePoint is a document management and collaboration platform that helps companies manage archives, documents, reports, and other content that is vital to the business process. Organizations use SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device.
You can add Zoho SalesIQ to SharePoint site and start identifying and interacting with the visitors on your website. You can engage and support instantly from any SharePoint powered site with Zoho SalesIQ.
How do I add Zoho SalesIQ code snippet to SharePoint?
- To begin integrating your SalesIQ with SharePoint, you should have an app catalog in Microsoft SharePoint. If not, create one by following the instructions here.
- Login to Zoho SalesIQ
- Now open the app catalog in Microsoft SharePoint, by clicking on the App launcher icon from the far left corner of the SharePoint Dashboard and click Admin from the LHS.
- You will be re-directed to the Microsoft 365 admin center page. Under Admin centers section, Click All Admin Centers and choose SharePoint.
- You will be re-directed to the SharePoint admin center, click Classic features from the LHS menu, and Open the Apps.
- Choose Apps for SharePoint from the LHS menu and click New.
- The Add a document pop-up appears, now download this file from here and upload in the Choose a file section, and click Ok.
- Here you can choose to use Zoho SalesIQ for all the sites available in your organization by enabling the check-box or choose to apply for the specific site you are installing.
- Click Deploy.
- The file has been uploaded, and you can view along with the Product ID.
- The SalesIQ plugin is successfully added to the SharePoint Apps. You should now activate Zoho SalesIQ plugin on your SharePoint Command Line.
Steps to activate Zoho SalesIQ Plugin on your Website via Command line
Requirements
You should have a Windows OS Machine installed with PowerShell that contains SharePointPnPPowerShellOnline package. If not, you can also install using the command.
- Command : Install-Module SharePointPnPPowerShellOnline
- Connect-PnPOnline -Url https : //****.sharepoint.com
- Step 2 : A pop-up window appears prompting you for your website credentials to connect SharePoint online. Provide a valid User name and Password , and click Ok to proceed.
To get your Zoho SalesIQ website's widget code:
- Add-PnPCustomAction -ClientSideComponentId "9a33c707-89fb-4032-a9e3-d7b9e4f57c90" -Name "zohosalesiq" -Title "zohosalesiq-client-side-solution" -Location ClientSideExtension.ApplicationCustomizer -ClientSideComponentProperties: '{"widgetCode":" window.$zoho = window.$zoho || {}; $zoho.salesiq = $zoho.salesiq || { widgetcode: \"3d1464274e6eba67e5f1800ea1783ca81b17e297c43db48052436c41b8a73e2f\", values: {}, ready: function () { } }; var d = document; var s = d.createElement(\"script\"); s.type = \"text/javascript\"; s.src = \" https://salesiq.zoho.com/widget/\ "; s.defer = true;\n s.id=\"zsiqscript\" ; var t = d.getElementsByTagName(\"script\")[0];t.parentNode.insertBefore(s,t);"}' -Scope site
The JSAPI functions that you use must be appropriately parsed in-order to reflect successfully in SharePoint.
- Refresh the SharePoint website, you can view the SalesIQ live chat widget popped-up on your website.