Integrate OnePageCRM with Zoho SalesIQ
Send information between OnePageCRM and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate OnePageCRM and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation created
Triggers when a new conversation is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Associate operators to department
Associates operators to the selected department
Create article
Creates a new article
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
Send message to latest conversation
Sends a message to the latest conversation
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
