Integrate Zoho Marketing Automation with Zoho SalesIQ

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

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Supported triggers and actions

Integrate Zoho Marketing Automation and Zoho SalesIQ using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

Conversation completed

Triggers when a conversation is completed

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Department created

Triggers when a new department is created to the specified portal

Operator added

Triggers when a new operator is added

Conversation rated

Triggers when a conversation is rated

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation created

Triggers when a new conversation is created

Conversation participants deleted

Triggers when a participant is removed from a conversation

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

All Actions - Actions are the automated tasks

Send email campaign

Sends an existing email campaign

Tag lead

Adds the specified tag to a lead

Create list

Creates a new list

Create lead tag

Creates a new lead tag

Add lead score

Adds lead score for the specified email address

Add lead to journey

Adds the specified lead to a journey

Create or update lead

Creates or updates a lead

Clone campaign

Clones an existing campaign

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Untag lead

Removes the specified tag from a lead

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

Create article

Creates a new article

Associate operators to department

Associates operators to the selected department

Send message to latest conversation

Sends a message to the latest conversation

Disable department

Disables the selected department

Update operator status

Updates the status of an existing operator

Enable department

Enables the selected department

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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