Integrate Zoho SalesIQ with Zoho One

Send information between Zoho SalesIQ and Zoho One automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho SalesIQ and Zoho One

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Supported triggers and actions

Integrate Zoho SalesIQ and Zoho One using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

User activated

Triggers when an inactive user is activated

User deactivated

Triggers when a user is deactivated

User added to group

Triggers when a user is added to an existing group

User updated

Triggers when the details of an existing user are updated

User removed from group

Triggers when a user is removed from an existing group

User created

Triggers when a new user is created

All Actions - Actions are the automated tasks

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

Create user

Creates a new user

Add user to group

Adds a user to an existing group

Update user

Updates the details of an existing user

Activate user

Activates an inactive user

Fetch user

Fetches the details of an existing user by ID or email

Fetch added group info for user

Fetches information about groups the user has been added to

Deactivate user

Deactivates a user from your Zoho One organization

What is Zoho SalesIQ?

Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.

What is Zoho One?

Zoho One is a comprehensive suite of 40+ enterprise-level, unified business applications designed to streamline and enhance various aspects of an organization's operations, from sales and marketing to finance and collaboration.

Zoho

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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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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