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  • Contents
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  •  

SalesIQ Integration

Website visitors are often customers who are likely to be interested in doing business with you. It is important to keep track of these visitors and engage them in proper marketing activities. 

 

SalesIQ integration allows you to engage with people visiting your website through chat and push their information into CRM. You can embed a chat widget on your webpage to chat with the visitors and push the interested customer's information into CRM as leads or contacts and attach the chat transcript to their records for reference.

 

In this video, you will learn what the role of SalesIQ is in a business and how to integrate it with Zoho CRM.

 

How does integrating SalesIQ with Zoho CRM help companies?

It allows companies to track visitors' digital footprints.

Incorrect

Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.

It allows sales reps to assist visitors via chat.

Incorrect

Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.

Sales reps will be able to close deals faster.

Incorrect

Sorry! This is just one among many other benefits of integrating SalesIQ with Zoho CRM.

All of the above

Correct

Well done! Integrating SalesIQ with Zoho CRM helps to track visitors' digital footprint, assist visitors via chat, and close deals faster.

You can attach the chat transcript to the customer's record for reference or follow-up.

True

Correct

Well done! You can attach the chat transcript to the customer's record for reference or follow-up.

False

Incorrect

Sorry! You can attach the chat transcript to the customer's record for reference or follow-up.

What elements will be added to your Zoho CRM account once you enable integration?

New fields in the Leads and Contacts modules

Incorrect

Sorry! This is just one of the elements that will be added to your Zoho CRM account.

Related lists

Incorrect

Sorry! This is just one of the elements that will be added to your Zoho CRM account.

Notifications in Zoho CRM for the visits to your website

Incorrect

Sorry! This is just one of the elements that will be added to your Zoho CRM account.

All of the above

Correct

Well done! All the above mentioned elements will be added to your Zoho CRM account.

None of the above

Incorrect

Sorry! All the mentioned elements will be added to your Zoho CRM account.

What option must you select to assign a new visitor to a sales rep in your Zoho CRM account?

To a chat attendee

Incorrect

Sorry! You must select either 'to a chat attendee' or 'to a user'.

To a user

Incorrect

Sorry! You must select either 'to a chat attendee' or 'to a user'.

Either of the above

Correct

Well done! You must select either 'to a chat attendee' or 'to a user'.

You can only set up lead generation while configuring the integration.

True

Incorrect

Sorry! You can set the lead generation setup while configuring the integration or later.

False

Correct

Well done! You can set the lead generation setup while configuring the integration or later.

What must you do if you have already set the SalesIQ configuration and want to associate other available org accounts?

Choose the Associate Account option from the Visitor Tracking page.

Correct

Well done! You must choose the Associate Account option from the Visitor Tracking page.

You cannot associate other org accounts.

Incorrect

Sorry! You must choose the Associate Account option from the Visitor Tracking page.

You cannot remove SalesIQ agents from the SalesIQ account.

True

Incorrect

Sorry! You can remove SalesIQ agents from the SalesIQ account.

False

Correct

Well done! You can remove SalesIQ agents from the SalesIQ account.

What is the alternative to disabling the only account that is associated with SalesIQ?

Click on the Deactivate button to disassociate all the associated SalesIQ accounts.

Correct

Well done! Click on the Deactivate button to disassociate all the associated SalesIQ accounts.

There is no alternative option available.

Incorrect

Sorry! Click on the Deactivate button to disassociate all the associated SalesIQ accounts.

Including SalesIQ links in emails sent to leads and contacts helps with:

Tracking the visitors' details in CRM.

Correct

Well done! Including SalesIQ links in emails sent to leads and contacts helps with tracking the visitors' details in CRM.

Automatically adding them to CRM as leads or contacts.

Incorrect

Sorry! Including SalesIQ links in emails sent to leads and contacts helps with tracking the visitors' details in CRM.

The Visits tab is available by default in your Zoho CRM account.

True

Correct

Well done! It is available by default in your Zoho CRM account.

False

Incorrect

Sorry! It is available by default in your Zoho CRM account.

What is the purpose of routing rules?

They only help route visitors to sales reps.

Incorrect

Sorry! They help you manage which visitor details need to be tracked and route them to sales reps.

They help you manage which visitor details need to be tracked and route them to sales reps.

Correct

Well done! They help you manage which visitor details need to be tracked and route them to sales reps.

What happens if a new visitor enters a site by clicking on a Google Ads campaign and fills in a form?

A lead is created in the Leads module.

Incorrect

Sorry! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.

The lead appears in the Lead/Contact stream of the Visits module.

Incorrect

Sorry! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.

Both of the above

Correct

Well done! A lead will be created in the Leads module and the lead will appear in the Lead/Contact stream of the Visits module.

If visitor tracking is enabled in your webform, you will have the option to choose both portal and embed code.

True

Correct

Well done! You will get an option to choose both portal and embed code.

False

Incorrect

Sorry! You will get an option to choose both portal and embed code.

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