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 rated

Triggers when a conversation is rated

Conversation attender updated

Triggers when an operator picks up a chat

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation transfer accepted

Triggers when a transferred chat is accepted by the operator

Conversation missed

Triggers when a conversation is missed

Conversation completed

Triggers when a conversation is completed

Department created

Triggers when a new department is created to the specified portal

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Conversation created

Triggers when a new conversation is created

Operator added

Triggers when a new operator is added

Conversation participants deleted

Triggers when a participant is removed from a conversation

User removed from group

Triggers when a user is removed from an existing group

User created

Triggers when a new user is created

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 activated

Triggers when an inactive user is activated

User deactivated

Triggers when a user is deactivated

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

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

Disable department

Disables the selected department

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.

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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

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

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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.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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