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Zoho SalesIQ

Set up yourself · 10 min

Website visitors who share their details in Zoho SalesIQ become leads in the project

Before you start

A Zoho SalesIQ plan with Workflows (Basic or higher).

Your Zoho SalesIQ lead URL

Your lead URL appears here when you open this page from the LeedsApp app: open the project, then Lead integrations and Zoho SalesIQ.

Set it up in Zoho SalesIQ

1
Open WorkflowsIn Zoho SalesIQ, click the Settings gear, then Developers › Workflows. Choose Data Workflow and click Add.
2
Name it and pick VisitorsName it LeedsApp, select your brand, and choose the module Visitors.
3
Pick the event and paste the URLSelect the event visitor.updated (leave the rule open to all visitors). Under the action choose Webhooks, paste your LeedsApp lead URL as the POST URL, and click Save.
4
Test itOpen your website chat, enter a test name, email and mobile number, and send a message. Check the lead in LeedsApp.

What LeedsApp saves

Zoho SalesIQ sendsSaved on the lead asfirst_name + last_nameNamephoneMobile numberemail_idEmailcustomer_infoCustom field
Lead source: Zoho SalesIQ. A lead is sent when a visitor gives an email or phone number. Later updates to the same visitor update the same lead instead of adding a new one.

If leads don't arrive

  • If Developers › Workflows is missing, your plan or role does not include workflows; ask the account admin.
  • Collect phone in the chat's pre-chat form so the lead has a mobile number.
  • SalesIQ retries a failed call up to 3 times.

Need help? Write to support@leedsapp.com