> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Zoho SalesIQ integration
> Add intelligent chat to your Zoho CRM
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:
Greets visitors and answers questions immediately
Identifies and qualifies prospects automatically
Syncs conversations and leads to Zoho CRM
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
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.
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.
In the **Configurations** step, set:
* **All visitors** - Bot engages everyone
* **Specific segments** - Target by location, behavior, etc.
* **On page load** - Start chat immediately
* **On widget click** - Wait for user to open chat
* **Custom action** - Trigger based on user behavior
Set delays between bot messages for natural conversation flow
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.
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.
Return to the SiteGPT integration modal and paste the **Public key** from SalesIQ.
Click **Save**. SiteGPT now verifies signed events from SalesIQ.
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](/features/human-support).
## Advanced features
Automatically qualify leads during conversations:
**In SiteGPT:**
1. Enable [lead collection](/features/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:**
* Configure [conversation starters](/features/conversation-starters) for common questions
* Set up [custom responses](/features/custom-responses) for specific queries
* Define escalation triggers for complex issues
**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
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.
Keep your bot current:
**Automatic updates:**
* Training data changes apply immediately
* Updated instructions take effect on new conversations
* Modified escalation rules activate instantly
**No reconnection required:**
* Add new products or services
* Update pricing information
* Refine conversation starters
* Adjust response tone
Test changes by starting a new conversation in SalesIQ.
To remove the Zoho integration:
**In SiteGPT:**
1. Go to **Integrations** → **Zoho**
2. Click **Manage** → **Disconnect**
**In Zoho SalesIQ (optional cleanup):**
1. Delete the webhook bot
2. Remove the installation code from your website
3. Disable webhook event signing
Conversation history remains in both platforms.
## 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 `` 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.