Track Zoho SalesIQ Chats
Zoho SalesIQ is a customer engagement platform that provides live chat and visitor tracking tools. You can track these chat conversations in WhatConverts by configuring a webhook and adding a custom script to your website. This integration ensures your chat leads are captured with complete marketing attribution data.
Note: If you haven't added your WhatConverts tracking script 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.
Set Up Zoho SalesIQ Chat Tracking
To capture lead data from Zoho SalesIQ, you must configure a webhook in your Zoho dashboard and add a small tracking script to your site.
Step 1: Configure the Zoho Webhook
- Log in to your Zoho SalesIQ dashboard.
- Select the cog wheel at the top right of the page to enter the "settings" section.
- From the settings page, select "webhooks" under the DEVELOPERS section.
- Click "add" under the data modifications section.
Step 2: Set Webhook Parameters
On the webhooks page, apply the following settings:
- Brands: Select the brand(s) you wish to capture chat sessions from.
- Target URL: https://process.iconnode.com/lead/integrations/zoho-salesiq/YOURPROFILEID (Replace YOURPROFILEID with your actual profile ID).
- Events: Select the following five events:
- created
- missed
- visitor.replied
- operator.replied
- completed
Step 3: Add the Traffic Source Script
To gather traffic source data, you must add the following script immediately after your Zoho SalesIQ installation code:
<script type="text/javascript">
$zoho.salesiq.ready = function() {
$zoho.salesiq.visitor.info({
'wc_source': oqhaqzwnbjgcpycneryg('wc_client_current'),
});
}
</script>
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