Benefits of integrating Zoho CRM with Zoho SalesIQ
Start off your sales cycle with bots
Zobot—Zoho's enterprise-ready, low-code bot builder—lets you create your own AI-powered chatbots to ask initial questions and take some of the load off your hands.
Automate lead capture
Got a steady influx of visitors around the clock? Automate the first stage of your sales cycle so your team has more time to engage and convert high value prospects. Your customized bots can qualify these leads and add them directly to Zoho CRM.
Route chats to the right staff
Our chatbots can seamlessly transfer chats to the right people for further engagement based on data such as potential owners, chat history, and more. Data collected from the prospect is also transferred, so the assigned operator has all the context needed to continue the conversation.
Lead creation in a single click
Turn your website visitors into leads on Zoho CRM with a single click while conversing with them from your Zoho SalesIQ interface.
Know more about your visitors
Unmask more details about your visitors with our ClearBit integrations for a more personalized engagement, and push these details to their respective fields in Zoho CRM.
Deanonymize your traffic with ClearBit Reveal
ClearBit Reveal uses your visitors' IP address to detect their company, its industry, its location and time zone, what technology the company already uses, and more.
Fill in the gaps with ClearBit Enrichment
ClearBit Enrichment gives you more personal data like your visitors' name, role, location and social media details from their email address or a company's details from its domain name.
Never let a lead go unnoticed
Get notified in your CRM when a prospect visits your website, along with details of what page they're on. You also get alerts whenever existing CRM leads revisit your site and perform actions signifying a higher purchase intent, like viewing your pricing page or downloading a brochure.
Target leads based on their sales-readiness
Define rules to rate visitors based on factors like traffic source, number of visits, the page they're on, location, and more. Based on this, Zoho SalesIQ assigns them a lead score. This is automatically pushed to CRM as visit score, so you can give more attention to the right visitors.
Nurture them at the right time
Use your CRM data to reach prospects at the moments that most influence their purchase decision. Trigger conversations when your visitors land on a particular page, after they've spent a specific amount of time in your website, or even based on their stage in your sales cycle.
Engage visitors with up-to-date context
Keep visitor data and chat transcripts synced between Zoho SalesIQ and Zoho CRM, and add tasks and notes under the relevant lead right from your chat window. This way, you have all the context you need to continue a conversation with a returning visitor.
CRM + SalesIQ - Synergize business operations with 360° customer engagement
Watch the video to get insights into the following:
- The need for customer relationship management and customer engagement
- How the CRM + SalesIQ live chat integration works
- Business use cases of CRM + SalesIQ
- Automation and AI in relationship and engagement management
- CRM + SalesIQ - Better customer experience