Note: If you haven't added your WhatConverts tracking code to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Zoho Chat installation code using the HTML method.
1Login to your Zoho SalesIQ dashboard and select the cog wheel at the top right of the page that represents the "Settings" section.
2From the Settings page, select "Webhooks" under the DEVELOPERS section, then click on "Add" under the Data Modifications section.
3On the Webhooks page, add the following settings:
https://process.iconnode.com/lead/integrations/zoho-salesiq/YOURPROFILEID
conversation.created
conversation.missed
conversation.visitor.replied
conversation.operator.replied
conversation.completed
4One additional step is required for us to gather traffic source data. For this, you must add the following script after your Zoho SalesIQ code to include custom parameters. Below is the custom script that needs to be added after the Zoho SalesIQ code.
<script type="text/javascript"> $zoho.salesiq.ready = function() { $zoho.salesiq.visitor.info( { 'wc_source': oqhaqzwnbjgcpycneryg('wc_client_current'), } ); } </script>
5Go to your website. Start and end a new chat. Log into the WhatConverts profile you have set up to track Zoho chats in. Click "Leads" in the top menu. Under Lead Manager, check for a new Chat Lead to ensure Zoho Chat is tracking properly.
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
Zoho (SalesIQ) Chat is a chat software that is part of the Zoho CRM software suite. With Zoho Chat, users can communicate with your business instantly and the interaction lives in the Zoho ecosystem. You can track your chat events in WhatConverts easily.
Note:
WhatConverts Tracking Codeabove
1Add the following after the Zoho Chat installation code:
<script> $zoho.salesiq.ready=function() { $zoho.salesiq.chat.complete(function() { wc_chat_ypbib("Chat","New Chat Session"); }); } </script>
This will trigger a new Chat Lead in WhatConverts when someone completes a chat.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoThe instant a lead is received, the data trigger can send webhook data to your CRM.
New lead notifications appear instantly in Slack and other messaging apps.
See the full chat transcript alongside lead details, instantly.
WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.