Connect Zoho SalesIQ and SandeshChat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho SalesIQ
Choose an Action
Automatically do this!
Send Template Message
Send Session Message
Ready to use Zoho SalesIQ and SandeshChat automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
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.
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
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Frequently Asked Questions
To start, connect both your Zoho SalesIQ and SandeshChat accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho SalesIQ triggers actions in SandeshChat (or vice versa).
Absolutely. You can customize how Zoho SalesIQ data is recorded in SandeshChat. This includes choosing which data fields go into which fields of SandeshChat, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho SalesIQ and SandeshChat 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 SandeshChat. 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 SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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