Connect Workiom and Zoho SalesIQ to Build Intelligent Automations

Choose a Trigger

Workiom

When this happens...

Choose an Action

Zoho SalesIQ

Automatically do this!

Enable Integrations or automations with these events of Workiom and Zoho SalesIQ

Enable Integrations or automations with these events of Workiom and Zoho SalesIQ

Actions

Create Record

Create Record

Create new record in a list.

Get Chat By ID

Get Chat By ID

Retrieve details of a chat by its ID.

List Chats

List Chats

Retrieve all the chats of a conversion.

Get Chat Transcript

Get Chat Transcript

Retrieve messages from a specific chat by chat ID.

List Visitors

List Visitors

Get a list of visitors and their details from Zoho SalesIQ using a View ID.

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Frequently Asked Questions

How do I start an integration between Workiom and Zoho SalesIQ?

To start, connect both your Workiom and Zoho SalesIQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in Zoho SalesIQ (or vice versa).

Can we customize how data from Workiom is recorded in Zoho SalesIQ?

Absolutely. You can customize how Workiom 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.

How often does the data sync between Workiom and Zoho SalesIQ?

The data sync between Workiom and Zoho SalesIQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Workiom to Zoho SalesIQ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Workiom and Zoho SalesIQ?

Yes, you can set conditional logic to control the flow of data between Workiom 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.

Workiom

About Workiom

Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.

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Zoho SalesIQ

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.

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