Connect Zoho SalesIQ with another app

Zoho SalesIQ integration

Connect Zoho SalesIQ with 918+ other apps in FlowMattic. Pick a trigger, add Zoho SalesIQ steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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33 triggers 37 actions Integration version 1.0.0 Category: Customer Support Unlimited workflows and runs

Pair Zoho SalesIQ with another app

See what the two do together: triggers, actions and example workflows.

Popular with Zoho SalesIQ

Triggers and actions for Zoho SalesIQ

A trigger is the Zoho SalesIQ event that starts a workflow. An action is what FlowMattic does in Zoho SalesIQ from a step.

Event	What it does	Type
Conversation Created	Triggers when a new conversation is started by a visitor.	Trigger
Conversation Missed	Triggers when a conversation is missed (no operator responds).	Trigger
Conversation Completed	Triggers when a conversation is closed/completed.	Trigger
Conversation Rated	Triggers when a visitor submits a rating for a conversation.	Trigger
Conversation Reopened	Triggers when a completed conversation is reopened.	Trigger
Visitor Replied	Triggers when a visitor sends a message in a conversation.	Trigger
Operator Replied	Triggers when an operator sends a message in a conversation.	Trigger
Conversation Attender Updated	Triggers when the attending operator of a conversation changes.	Trigger
Transfer Initiated	Triggers when a conversation transfer is initiated.	Trigger
Transfer Accepted	Triggers when a conversation transfer is accepted.	Trigger
Transfer Rejected	Triggers when a conversation transfer is rejected.	Trigger
Conversation Metrics Updated	Triggers when conversation performance metrics are updated.	Trigger
Participants Added to Conversation	Triggers when an operator is added as a participant to a conversation.	Trigger
Participants Removed from Conversation	Triggers when a participant operator is removed from a conversation.	Trigger
Supervisor Added to Conversation	Triggers when a supervisor is added to monitor a conversation.	Trigger
Conversation Message Edited	Triggers when a message in a conversation is edited.	Trigger
Conversation Message Deleted	Triggers when a message in a conversation is deleted.	Trigger
Visitor Updated	Triggers when a visitor's information is updated.	Trigger
Contact Tag Added/Removed	Triggers when a tag is added or removed from a contact.	Trigger
Lead Tag Added/Removed	Triggers when a tag is added or removed from a lead.	Trigger
Operator Created	Triggers when a new operator is added to the portal.	Trigger
Operator Updated	Triggers when an operator's details are updated.	Trigger
Operator Deleted	Triggers when an operator is removed from the portal.	Trigger
Operator Added to Department	Triggers when an operator is associated with a department.	Trigger
Operator Removed from Department	Triggers when an operator is removed from a department.	Trigger
Department Created	Triggers when a new department is created.	Trigger
Department Updated	Triggers when a department's details are updated.	Trigger
Department Deleted	Triggers when a department is deleted.	Trigger
Brand Enabled	Triggers when a brand (widget) is enabled in the portal.	Trigger
Brand Disabled	Triggers when a brand (widget) is disabled in the portal.	Trigger
Tag Created	Triggers when a new tag is created in the portal.	Trigger
Tag Updated	Triggers when a tag's name or color is updated.	Trigger
Tag Deleted	Triggers when a tag is deleted from the portal.	Trigger
List Conversations	Retrieve a list of conversations with optional filters.	Action
Get Conversation Details	Retrieve full details of a specific conversation by its ID.	Action
Get Visitor Info	Get full visitor details for a specific conversation.	Action
Send Message (Operator)	Send a message as an operator in an active conversation.	Action
Pick Up Chat	Assign and pick up an unattended or waiting conversation.	Action
Close Chat	Close an active ongoing conversation.	Action
Transfer Chat	Transfer a conversation to another department or operator.	Action
Get Conversation Transcript	Retrieve all messages in a conversation (transcript).	Action
Get Attachment URL	Get the download URL for a file attachment in a conversation.	Action
Update Conversation Custom Info	Set custom key-value data on a conversation (visible to operators).	Action
List Operators	Retrieve all operators in the SalesIQ portal.	Action
Get Operator Details	Retrieve full details of a specific operator.	Action
Update Operator	Update profile fields of an operator.	Action
List Departments	Retrieve all departments in the SalesIQ portal.	Action
Create Department	Create a new department in the SalesIQ portal.	Action
Update Department	Update the name, description, or visibility of a department.	Action
Delete Department	Delete a department and transfer its operators/chats to another department.	Action
Create Operator	Invite a new operator to the SalesIQ portal.	Action
Delete Operator	Remove an operator from the SalesIQ portal.	Action
List Calls	Retrieve a list of voice/audio calls with optional filters.	Action
List Articles	Retrieve knowledge base articles with optional filters.	Action
Get Article	Retrieve full details of a specific knowledge base article.	Action
Create Article	Create a new knowledge base article.	Action
Update Article	Update the title, content, or settings of an existing article.	Action
Delete Article	Permanently delete a knowledge base article.	Action
List Article Categories	Retrieve all knowledge base article categories.	Action
Create Article Category	Create a new article category in the knowledge base.	Action
Update Article Category	Rename an existing article category.	Action
Delete Article Category	Delete an article category from the knowledge base.	Action
List Canned Responses	Retrieve all canned responses in the portal with optional filters.	Action
Get Canned Response	Retrieve details of a specific canned response by its ID.	Action
Create Canned Response	Create a new canned response in the portal.	Action
Update Canned Response	Update the content or settings of an existing canned response.	Action
Delete Canned Response	Permanently delete a canned response by its ID.	Action
List Tags	Retrieve all tags in the portal, optionally filtered by module.	Action
Create Tag	Create a new tag definition in the portal.	Action
Remove Tag from Record	Remove a tag from a specific conversation, visitor, contact, or company record.	Action

Three steps to a running Zoho SalesIQ workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Zoho SalesIQ once
Add a Zoho SalesIQ connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Zoho SalesIQ event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Zoho SalesIQ steps and logic
Chain Zoho SalesIQ actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Zoho SalesIQ workflows people build

Each example pairs Zoho SalesIQ with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Send a Slack message when a new SalesIQ conversation is created

Zoho SalesIQ to Slack

Log every completed SalesIQ conversation to a Google Sheets spreadsheet

Zoho SalesIQ to Google Sheets

Add new SalesIQ chat visitors to a Mailchimp audience

Zoho SalesIQ to Mailchimp

Send a SalesIQ operator message for every new WooCommerce order

WooCommerce to Zoho SalesIQ

Send a SalesIQ chat message when a new WPForms lead is captured

WPForms to Zoho SalesIQ

Send a SalesIQ operator message when a new Stripe payment succeeds

Stripe to Zoho SalesIQ

Browse the workflow library

Connect Zoho SalesIQ with other apps

865 apps have triggers or actions that work with Zoho SalesIQ. The ones used together most often come first.

Showing 24 of 865 apps

About Zoho SalesIQ

FlowMattic integration version 1.0.0

Zoho SalesIQ is a live chat and customer engagement platform. Chat with website visitors, route conversations to operators and track support metrics, and connect it to FlowMattic to automate your live chat workflows.