Integrate Zoho SalesIQ with Zoho One

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

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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 created

Triggers when a new conversation is created

Conversation missed

Triggers when a conversation is missed

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Conversation completed

Triggers when a conversation is completed

Operator added

Triggers when a new operator is added

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 rated

Triggers when a conversation is rated

Conversation participants deleted

Triggers when a participant is removed from a conversation

Conversation attender updated

Triggers when an operator picks up a chat

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

Create article

Creates a new article

Send message to latest conversation

Sends a message to the latest conversation

Associate operators to department

Associates operators to the selected department

Disable department

Disables the selected department

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

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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Webhook triggers

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Logic

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Custom functions

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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

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Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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