Visitor Tracking
Why should I integrate Zoho SalesIQ with Zoho CRM?
Zoho SalesIQ gives you detailed visitor tracking information. When this tool is combined with Zoho CRM, you get a powerful integration which keeps you better informed about your customers' interests. You learn key details such as when they visit your ...
My Visits tab appears to have no data. Why?
It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to Settings > Integration. Under the CRM ...
What are the elements included in Zoho CRM after Zoho SalesIQ has been integrated?
A new Visits tab appears in Zoho CRM. A Visit Summary section appears in the Leads/Contacts Details page. A Related List for Visitor Tracking is created.
I don’t want to receive notifications for irrelevant website visits. Can I decide the type of visits I want to receive notifications for?
Yes. You can specify criteria to filter out visits from users that matter to you and leave out the junk. Click Setup > Channels > Chat. Click Settings > Routing Rules. You will be redirected to the Routing Rules page in Zoho SalesIQ Under ...
I cannot enable the Zoho SalesIQ integration with Zoho CRM. Why?
These are some reasons why you may be unable to enable Zoho SalesIQ integration with Zoho CRM. There is already a module called “Visits” in your CRM account: It could be a custom module that has been created or a module that has been renamed. Make ...
I am not able to view the Visits tab. Why?
If your administrator has restricted the Tab Visibility for the Visits tab for your profile, you will not be able to view it. To resolve this, request your administrator to enable this permission for your profile.
Is the Zoho SalesIQ integration applicable for all editions of Zoho CRM?
The Zoho SalesIQ integration is applicable for all paid editions of Zoho CRM. Free and trial account users will have to upgrade to the paid edition to enjoy the benefits of this integration.
My visits seem to be duplicated, and the same user appears in both the Customers and Leads/Contacts streams. Why is that?
When leads visit your website, they appear in the Leads/Contacts stream. Once they buy from you, they become your customers. After they become your customers, if the same users visit your site again, they appear in the Customers stream. So these ...
Who are the leads/contacts created assigned to?
The assignment of a lead/contact can either be based on a Chat attendee or a Zoho CRM user.
I am not receiving notifications in my CRM account about users’ visits to my website. What could the reasons be?
If you are not receiving notifications for visits, the primary reason could be that those visits do not meet the Tracking Rules set by the administrator. In this case, Click Setup > Channels > Chat Click Settings > Triggers Under the Rules section in ...
I do not see my chat transcripts. Why?
To ensure that you receive the chat transcript Go to Zoho SalesIQ and click Settings > Integrations. Under the CRM Configurations section, select the Push Chat Transcript as attachment in CRM checkbox.
What happens if an agent misses an incoming chat?
If an agent misses an incoming chat, a task is created for the missed chat by default and gets automatically assigned to the record owner.