SalesIQ
How to prioritize visitors based on the Clearbit info?
You can prioritize and filter the website visitors based on the Clearbit company information in the visitor tracking screen. In the Visitors Online tab, click Customize, which you can find in the top right corner of the window. Select and click on ...
How to view the Clearbit info in the chat window?
You can view the Clearbit info pushed to Zoho SalesIQ about the visitor on the right side of the chat window. The info displayed about the visitor may vary based on the input received from Clearbit. You can choose between Company info and Visitor ...
Clearbit info in the proactive chat window
You can view the visitor data that is pushed from Clearbit right on the proactive chat window. In the Visitor Online tab, click on a visitor whose details you would like to view. You can view the Visitor Info and Company Info from Clearbit listed on ...
How to prioritize visitors based on the Clearbit info?
You can prioritize and filter the website visitors based on the Clearbit comapany information in the visitor tracking screen. In the Visitors Online tab, click Customize, which you can find in the top right corner of the window. Select and click on ...
How to route visitor chats to operators based on the Clearbit info?
You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings -> Automation -> Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website ...
How to route visitors to operators based on the Clearbit info?
You can route the visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Visitor routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website on which ...
How to set trigger actions based on the Clearbit info?
You can trigger an action to the website visitors based on the Clearbit values. In Settings -> Automation -> Intelligent Triggers, click on the Add button which you can find in the top right corner of the window. Select an option from the When would ...
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 ...
How to add live chat widget to WHMCS?
Connect to your webserver via the FTP program of your choice, and navigate to whmcs/template/X, where X is the name of the theme that you are using in WHMCS. Find the file footer.tpl and click on it. From the left side of your cPanel click ...
Live Chat integration with Hubspot
Get your live chat events organised into your hubspot dashboard. Once you have pasted the Zoho SalesIQ script into your webpages, the script will automatically detect the Hubspot code available in your website. If everything is in place, Zoho ...
Live Chat integration with MixPanel
Zoho SalesIQ joins with MixPanel to track the visitor’s behavior on the live chat operation. See your website visitors live chat actionable metrics in real time that helps companies understand how the users can interact with the site visitors. This ...
Live Chat integration with Matomo (Piwik)
Integrate Zoho SalesIQ with Matomo and track your live chat events into your open source web analytics platform. Get valuable insights of your website's visitors live chat operation into your Matomo dashboard. Once you have pasted the Zoho SalesIQ ...
Live Chat integration with Woopra
Integrate Zoho SalesIQ with Woopra and track your live chat operations more effectively with leading real-time web analytics. Get your live chat events updated instantly and target your customers with the most comprehensive, information. Once you ...
Live Chat integration with Optimizely
Integrate Zoho SalesIQ with Optimizely and track your live chat events. Increase visitor engagement and conversions with Zoho SalesIQ today. Track your live chat engagement, clicks and conversions, that matters to you and your business. Once you have ...
Live Chat integration with kissmetrics
Make your live chat operations more effective. Track your website visitor’s chat events into your Kissmetrics dashboard. Integrate Zoho SalesIQ with your Kissmetrics to make better decisions and to close more deals. Once you have pasted the Zoho ...
Live Chat integration with Clicky
Integrate Zoho SalesIQ with Clicky and track your live chat events. Get quick access to important stats of your live chat operations in a single dashboard. See live information about your visitors in your website. Once you have pasted the Zoho ...
Add Zoho SalesIQ widget code on your site using Google Tag Manager
Add Zoho SalesIQ widget code to either selective or all the web pages of your site without having to edit the source code. To add Zoho SalesIQ widget code on your site using Google Tag Manager Login to your Google Tag Manager account. Click on ADD A ...
Integrating Google Analytics with your Zoho SalesIQ
Overview Integrate Zoho SalesIQ with Google Analytics and track almost all the prime Zoho SalesIQ related actions and events right away from your Google Analytics dashboard. Integrate Zoho SalesIQ with Google analytics and track how your live chat ...
Analytics
Overview Integrate Zoho SalesIQ with leading analytics platforms (Google Analytics, Clicky, KissMetrics Optimizely, Woopra, Piwik,MixPanel, HubSpot) and start collecting live chat related data into your analytics software. Measure your Live Chat ...
Facebook
You can now add Zoho SalesIQ Live Chat to your facebook fan pages and connect with the prospects instantly and close more deals. Configuring Zoho SalesIQ with your Facebook Login to your company facebook account and access the below mentioned link ...
Zendesk
Together Zendesk and Zoho SalesIQ deliver a complete view of all your support interactions logged in one, organized database. Working together they deliver the added ability to connect, chat, engage and support in real-time within the context of ...
Live chat software for Estreamdesk
You can set up your predefined smart rules in Estreamdesk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. ...
Live chat software for Deskero
You can set up your predefined smart rules in Deskero for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All ...
Live chat software for Vision
You can set up your predefined smart rules in Vision for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All ...
Live chat software for Teamsupport
You can set up your predefined smart rules in Teamsupport for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All ...
Live chat software for Desk
You can set up your predefined smart rules in desk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All missed ...
Happyfox
Live chat software for Happyfox Integrate happyfox with Zoho SalesIQ and enhance your customer service. You can set up your predefined smart rules in Happyfox for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All the attended ...
Overview
HelpDesk Zoho SalesIQ gives you the ability to link your multi-channel helpdesk and centrally track all your live chats. Our Integrations
Overview
Integrating your MailChimp account with SalesIQ will help you to identify the visitor visiting your website through the marketing emails and targeted campaigns. You can also grow your newsletter subscribers list by allowing them to sign up for your ...
WhatCounts
How to identify website visitors name and email address referred from campaign emails sent through whatcounts You can identify the website visitors from the WhatCounts campaign by adding the below mentioned SalesIQ parameter after the backlinks ...
Vertical Response
How to identify website visitors name and email address referred from campaign emails sent through Vertical Response You can identify the website visitors from the Vertical Response campaign by adding the below mentioned SalesIQ parameter after the ...
Mad Mimi
How to identify website visitors name and email address referred from campaign emails sent through Mad Mimi You can identify the website visitors from the Mad Mimi campaign by adding the below mentioned SalesIQ parameter after the backlinks (which ...
Aurea (lyris)
How to identify website visitors name and email address referred from campaign emails sent through Aurea (lyris) You can identify the website visitors from the Lyris campaign by adding the below mentioned SalesIQ parameter after the backlinks (which ...
iContact
How to identify website visitors name and email address referred from campaign emails sent through iContact You can identify the website visitors from the iContact campaign by adding the below mentioned SalesIQ parameter after the backlinks (which ...
GetResponse
How to identify website visitors name and email address referred from campaign emails sent through GetResponse You can identify the website visitors from the GetResponse campaign by adding the below mentioned SalesIQ parameter after the backlinks ...
dotMailer
How to identify website visitors name and email address referred from campaign emails sent through dotMailer You can identify the website visitors from the dotMailer campaign by adding the below mentioned SalesIQ parameter after the backlinks (which ...
Campaignmaster
How to identify website visitors name and email address referred from campaign emails sent through Campaignmaster? You can identify the website visitors from the Campaign Master campaign by adding the below mentioned SalesIQ parameter after the ...
Campaign Monitor
How to identify website visitors name and email address referred from emails sent from Campaign Monitor You can identify the website visitors from the Campaign Monitor campaign by adding the below mentioned SalesIQ parameter after the backlinks ...
Bronto
How to identify website visitors name and email address referred from Bronto campaign emails You can identify the website visitors from the Bronto campaign by adding the below mentioned SalesIQ parameter after the backlinks (which directs the ...
ActiveCampaign
How to identify website visitors name and email address referred from Active campaign emails You can identify the website visitors from the Active campaign by adding the below mentioned SalesIQ parameter after the backlinks (which directs the ...
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