Integrate Roll with Zoho SalesIQ

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

Build your own integrations between Roll and Zoho SalesIQ

Connect Roll and Zoho SalesIQ with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Roll and Zoho SalesIQ using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Time record created

Triggers when a new time record is created

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

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 attender updated

Triggers when an operator picks up a chat

Conversation missed

Triggers when a conversation is missed

Conversation rated

Triggers when a conversation is rated

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation participants added

Triggers when participants are invited to the chat

Conversation created

Triggers when a new conversation is created

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

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create project

Creates a new project

Create task

Creates a new task

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

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

Disable department

Disables the selected department

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

What is Zoho SalesIQ?

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

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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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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