Connect Zoho SalesIQ and Productlane to Build Intelligent Automations
Ready to use Zoho SalesIQ and Productlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Zoho SalesIQ integrations.
Get Chat By ID
Retrieve details of a chat by its ID.
List Chats
Retrieve all the chats of a conversion.
Get Chat Transcript
Retrieve messages from a specific chat by chat ID.
List Visitors
Get a list of visitors and their details from Zoho SalesIQ using a View ID.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your Zoho SalesIQ and Productlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho SalesIQ triggers actions in Productlane (or vice versa).
Absolutely. You can customize how Zoho SalesIQ data is recorded in Productlane. This includes choosing which data fields go into which fields of Productlane, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho SalesIQ and Productlane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho SalesIQ and Productlane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho SalesIQ
Zoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
Learn MoreAbout Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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