Skip to main content
Integrate your SiteGPT chatbot with Zoho SalesIQ to provide AI-powered support within your Zoho ecosystem. Your bot engages visitors automatically, qualifies leads, and seamlessly integrates with your CRM workflow.

​
How it works

Your chatbot enhances Zoho SalesIQ with intelligent automation:

Instant engagement

Greets visitors and answers questions immediately

Lead qualification

Identifies and qualifies prospects automatically

CRM integration

Syncs conversations and leads to Zoho CRM

Multi-channel deployment

Works on website, mobile apps, and email

​
Prerequisites

Zoho SalesIQ account with bot creation permissions
A trained SiteGPT chatbot ready to deploy
Admin access to create brands and configure bots in SalesIQ

​
Setup

1

Create a brand in Zoho SalesIQ

In your Zoho SalesIQ dashboard, navigate to Brands → Add.Enter a brand name and click Create. The brand dashboard displays cards for Installation, Personalization, Flow Controls, and Configurations.
2

Create a webhook bot

Under your brand, go to Bots and click Create bot.In the bot builder:
  • Platform: Choose Third-party platforms → Webhook
  • Bot name: Enter a name (e.g., “SiteGPT Bot”)
  • Bot profile: Select your brand and Website channel
  • Working hours: Define when the bot should be active (optional)
Webhook bots connect to external AI services like SiteGPT.
3

Configure bot settings

In the Configurations step, set:
  • Audience
  • Triggers
  • Response intervals
  • All visitors - Bot engages everyone
  • Specific segments - Target by location, behavior, etc.
4

Generate webhook URL in SiteGPT

In SiteGPT, navigate to Integrations → Zoho and click Get Started.Click Connect. SiteGPT generates a Callback (Webhook) URL and displays it in the modal.Keep this modal open—you’ll return after configuring SalesIQ.
5

Connect the webhook

Back in the SalesIQ bot builder, paste the Webhook URL from SiteGPT into the URL to be invoked field.Click Create Bot. SalesIQ displays a Secure your webhook section.Enable event signing (toggle) and copy the Public key that SalesIQ generates.
This key verifies that webhook requests are genuinely from Zoho.
6

Verify webhook in SiteGPT

Return to the SiteGPT integration modal and paste the Public key from SalesIQ.Click Save. SiteGPT now verifies signed events from SalesIQ.
7

Publish and install

In SalesIQ, click Publish to activate the bot.Go to Installation → Installation codes for your brand. Copy the script snippet for your platform:
  • Website - JavaScript snippet
  • Android - SDK integration code
  • iOS - SDK integration code
  • Email signature - HTML snippet
Add the code to your website or app to display the chat widget.
Test the integration by opening your website and asking a question.

​
Zoho SalesIQ configuration

Configure bot behavior in Zoho SalesIQ’s Configurations page: Visitor targeting:
  • All visitors, returning visitors, or specific segments
  • Geographic targeting by country or region
  • Behavioral triggers based on pages viewed or actions taken
Chat triggers:
  • On page load - Widget opens automatically (best for high-intent pages)
  • On widget click - Widget stays minimized until clicked (recommended)
  • Custom action - Trigger based on scroll depth, exit intent, or custom events
Response settings:
  • Response intervals - Delay between bot messages for natural pacing
  • Idle timeout - Minutes of inactivity before closing conversation
  • Working hours - Define when the bot should be active
Multi-channel deployment:
  • Website - JavaScript snippet
  • Mobile apps - Android or iOS SDK
  • Email signature - HTML snippet
Configure escalation rules in SiteGPT’s human support settings.

​
Advanced features

Automatically qualify leads during conversations:In SiteGPT:
  1. Enable lead collection with custom fields
  2. Configure trigger keywords (e.g., “pricing”, “demo”, “enterprise”)
  3. Set up qualification questions (company size, budget, timeline)
In Zoho SalesIQ:
  • Leads sync automatically to SalesIQ dashboard
  • Assign lead scores based on conversation data
  • Route qualified leads to sales team
  • Create deals in Zoho CRM automatically
Lead scoring criteria:
  • Questions asked (product interest)
  • Pages visited (buying intent)
  • Information provided (contact details, company)
  • Engagement level (response time, message count)
Integrate with Zoho CRM to create leads automatically when qualification criteria are met.
Sync conversations and leads to your CRM:Automatic sync:
  • Conversations appear in Zoho CRM contact records
  • Lead information populates CRM fields
  • Chat transcripts attach to deals
  • Engagement history tracks in timeline
Setup:
  1. In SalesIQ, go to Settings → Integrations → Zoho CRM
  2. Authorize the connection
  3. Map SalesIQ fields to CRM fields
  4. Configure sync rules (when to create leads, contacts, deals)
Benefits:
  • Sales team sees full conversation context
  • Marketing tracks campaign effectiveness
  • Support accesses customer history
  • Analytics measure chat-to-conversion rates
Gain insights into visitor behavior:Real-time tracking:
  • See who’s on your website now
  • View pages they’re browsing
  • Monitor time on site
  • Track referral sources
Conversation analytics:
  • Total conversations by bot vs. human
  • Average response time
  • Resolution rate
  • Customer satisfaction scores
Lead analytics:
  • Conversion rate from chat to lead
  • Lead quality scores
  • Top performing pages
  • Best performing triggers
Access analytics in SalesIQ’s Reports section.
Create sophisticated conversation flows:In SiteGPT:In SalesIQ:
  • Create custom bot actions (send email, create ticket, schedule meeting)
  • Set up conditional logic (if/then rules)
  • Configure follow-up sequences
  • Integrate with Zoho Desk for support tickets
Example workflow:
  1. Bot greets visitor and offers help
  2. Visitor asks about pricing
  3. Bot provides pricing info and collects contact details
  4. Bot offers to schedule a demo
  5. If accepted, bot creates calendar event in Zoho Bookings
  6. Lead syncs to Zoho CRM with “Demo Scheduled” status

​
Managing the integration

  • Monitor performance
  • Update your bot
  • Disconnect
Track your Zoho bot’s effectiveness:In SiteGPT:
  • Navigate to Chat History for all SalesIQ conversations
  • Review response accuracy and satisfaction
  • Identify common questions and knowledge gaps
  • Export data for custom analysis
In Zoho SalesIQ:
  • Use Reports for conversation metrics
  • Track visitor engagement and conversion rates
  • Monitor bot vs. human agent performance
  • Analyze lead quality and scoring
Set up weekly reports in SalesIQ to track key metrics automatically.

​
Troubleshooting

If your bot isn’t responding in SalesIQ:Verify webhook configuration:
  • Ensure event signing is enabled in SalesIQ
  • Check that the public key matches in SiteGPT
  • Confirm the webhook URL is correct
  • Verify the bot is published (not in draft mode)
Check bot settings:
  • Ensure the bot is assigned to the correct brand
  • Verify the website channel is selected
  • Check that working hours include current time (if configured)
  • Confirm visitor targeting includes your test scenario
Test the webhook:
  • Use SalesIQ’s webhook testing tool
  • Check SiteGPT webhook logs for errors
  • Verify your bot has training data
Regenerate the public key in SalesIQ and update it in SiteGPT if issues persist.
If the chat widget doesn’t load:
  • Verify the installation code is correctly embedded
  • Check that the script is placed before </body> tag
  • Ensure the brand is active in SalesIQ
  • Test in an incognito window to rule out browser cache
  • Confirm your website allows third-party scripts
  • Check browser console for JavaScript errors
The widget may take 5-10 seconds to load on first visit.
If you see authentication failures:
  1. Verify event signing is enabled in SalesIQ
  2. Copy the public key from SalesIQ exactly (no extra spaces)
  3. Paste it into SiteGPT’s Zoho integration settings
  4. Click Save to update
If errors continue, regenerate the public key in SalesIQ and update SiteGPT.
If conversations don’t appear in Zoho CRM:
  • Verify the CRM integration is enabled in SalesIQ
  • Check that field mappings are configured correctly
  • Ensure sync rules match your criteria
  • Confirm the CRM connection is authorized
  • Review SalesIQ sync logs for errors
Re-authorize the CRM connection if needed.

​
Best practices

Show your bot to the right visitors at the right time:High-intent pages:
  • Pricing page - Auto-open after 5 seconds
  • Product pages - Auto-open after 10 seconds
  • Demo request page - Auto-open immediately
Low-intent pages:
  • Blog posts - Widget click only
  • About page - Widget click only
  • Homepage - Auto-open after 15 seconds
Behavioral triggers:
  • Exit intent - Offer help before leaving
  • Scroll depth - Engage after 50% scroll
  • Time on site - Reach out after 30 seconds
Use SalesIQ’s A/B testing to find optimal trigger timing for each page type.
Maximize value by connecting to Zoho CRM:For sales teams:
  • Automatically create leads from qualified conversations
  • Attach chat transcripts to contact records
  • Track conversation-to-deal conversion rates
  • Prioritize leads based on chat engagement
For marketing:
  • Measure campaign effectiveness via chat source tracking
  • Segment audiences based on chat topics
  • Personalize follow-up emails with conversation context
  • Calculate ROI of chat vs. other channels
For support:
  • Access customer history before responding
  • Create support tickets from chat escalations
  • Track common issues and feature requests
  • Measure customer satisfaction by segment
Integration creates a unified customer view across teams.
Balance AI automation with human expertise:Let AI handle:
  • Product information requests
  • Pricing questions
  • How-to guides and documentation
  • Lead qualification questions
Escalate to humans:
  • Technical support issues
  • Billing and refund requests
  • Complaints and negative feedback
  • Custom requirements and negotiations
Escalation triggers:
  • User requests human agent explicitly
  • Bot confidence below 70%
  • Keywords like “cancel”, “refund”, “complaint”
  • More than 5 messages without resolution
Configure in SiteGPT’s human support settings.
Regular optimization drives better results:Weekly reviews:
  • Check top 10 conversations for accuracy
  • Identify questions the bot couldn’t answer
  • Add new Q&A pairs to training data
  • Adjust escalation triggers based on patterns
Monthly analysis:
  • Review conversion rates (chat to lead)
  • Analyze lead quality scores
  • Compare bot vs. human agent performance
  • Update targeting rules based on data
Quarterly optimization:
  • Audit entire knowledge base for outdated info
  • Refine conversation starters based on trends
  • Test new trigger strategies
  • Benchmark against industry standards
Set up automated reports in SalesIQ to track key metrics without manual work.
Protect customer data and maintain trust:
  • Store webhook credentials securely
  • Enable event signing for webhook verification
  • Regularly audit API access and permissions
  • Comply with GDPR and data privacy regulations
  • Document data handling procedures
  • Train team on security best practices
  • Monitor webhook logs for suspicious activity
Security is essential for customer trust and regulatory compliance.

​
Next steps

Lead collection

Capture and qualify leads automatically

Human support

Configure escalation workflows

Conversation starters

Set up quick reply options

Chat history

Review Zoho conversations