What do you want to automate with Zoho SalesIQ?
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Overview#
The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_salesiq: {
type: "app",
app: "zoho_salesiq",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zoho_salesiq.$auth.base_api_uri}/api/v2/portals`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_salesiq.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Visitor Activity to Slack Notification: When a visitor performs a specific action on your website, such as viewing a pricing page, use Zoho SalesIQ to trigger a workflow that sends a custom alert to a designated Slack channel. This enables your sales team to respond promptly to potential leads.
Support Ticket Creation in Zendesk: Upon ending a chat with a customer in Zoho SalesIQ, automatically create a support ticket in Zendesk with the chat transcript and customer details. This keeps support teams aligned and ensures follow-ups are timely and informed.
Syncing Chat Leads to Mailchimp: Convert leads captured through Zoho SalesIQ chats into subscribers in your Mailchimp list. Set up a workflow that takes the email addresses collected from chats and adds them to a Mailchimp campaign, triggering a sequence of targeted emails.
Popular Zoho SalesIQ Integrations#
Popular Zoho SalesIQ Triggers#
Emit new event when a new conversation is created.
Popular Zoho SalesIQ Actions#
Retrieve visitor feedback by conversation ID. See the documentation
Retrieve a list of feedback from website visitors. See the documentation
Troubleshooting#
Issues Connecting My Account: IP Allowlist
If your Zoho security policy includes an IP Allowlist, update it to connect your account:
- Add this IP Range:
44.223.89.56-44.223.89.63. - Include your current IP Address because the initial OAuth authorization request originates from your browser.
- Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.
After connecting your account, make sure to run the workflow within a VPC
Authentication#
Name Slug: zoho_salesiqZoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho SalesIQ API.
Pipedream requests the following authorization scopes when you connect your account:
SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ- authorization
GEThttps://accounts.zoho.com/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&response_type=code&scope={{oauth.comma_separated_scopes}}&prompt=consent&access_type=offline&state={{oauth.state}} - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}&redirect_uri={{oauth.redirect_uri}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies