Connect Customers.ai and Zoho SalesIQ to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Zoho SalesIQ
Enable Integrations or automations with these events of Customers.ai and Zoho SalesIQ
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
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.
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Frequently Asked Questions
To start, connect both your Customers.ai and Zoho SalesIQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Zoho SalesIQ (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Zoho SalesIQ. This includes choosing which data fields go into which fields of Zoho SalesIQ, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Zoho SalesIQ 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 Customers.ai and Zoho SalesIQ. 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout 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.
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