How SalesIQ and Zoho CRM Integration Helps to Increase Website Visitor Conversion

If you own a website for lead generation, your marketers must be looking for answers to questions such as: “Who is visiting your website?” “What are our site visitors looking for?” “How did they find your website?” “What was their geolocation?”

Tracking website visitors helps to deliver real-time, categorized data, and with Zoho SalesIQ-Zoho CRM integration, it becomes possible for your marketing and sales team to convert passive visitors into sales-qualified leads.

What is Zoho SalesIQ?

Zoho SalesIQ is a website visitor tracking and analytics software. It lets you monitor visitor behavior in real-time and provide online chat support to them.

Zoho Sales IQ: Analytics Software

1. In Zoho SalesIQ, you can create predefined rules to trigger certain actions when visitors come to your website in order to proactively engage with visitors. Because engaging with visitors is critical for optimizing conversion.

2. With Zoho SalesIQ, you can determine new and returning visitors, provide a personalized experience to returning prospects, and drive more sales.

3. The SalesIQ software is a lead generation machine for your marketers. How? You can score your visitors based on their site browsing behavior. Define rules for categorizing leads into hot, warm and cold prospects based on the understanding of their website usage. There are many criteria pre-defined in this software for lead scoring such as traffic source, visitor’s current page, country and more.

Zoho Sales IQ: Visitor Tracking

4. Zoho SalesIQ has pre-built reports that help you identify your top agents, top departments, unique visitors every day, and other key performance metrics. When you get to monitor the performance of your sales agents in real-time, you can coach them to improve their tactics and convert leads better. Plus, performance monitoring also helps you to shorten the sales cycle by routing hot leads to the best agents.

 Zoho Sales IQ Reports

Perfect Compliments:  Zoho SalesIQ and Zoho CRM!

Zoho CRM is a comprehensive customer relationship management system that helps small companies and big organizations manage every aspect of their daily business. Zoho CRM helps you measure marketing success by analyzing key metrics such as leads converted, deals closed, new leads, top-performing agents, etc.

Zoho CRM is an inexpensive system for automating sales and marketing activities. In Zoho CRM, you’ll find useful capabilities such as lead generation, analytics, social media, real-time reporting, conversational AI, team collaboration, sales enablement, process management, and more.

Zoho Sales IQ and Zoho CRM Integration

At First Direct Corp, we provide consultation and training to businesses looking for Zoho CRM integrations support.

Zoho Sales IQ and Zoho CRM Integration

# When your website visitor tracking software is integrated right into Zoho CRM, you can engage visitors in a personalized way in real-time as well as send their tracking data to the CRM system for faster and smarter conversion.

# Once you integrate the two Zoho products, you can push customer’s information as leads/contacts into your Zoho CRM. Add the chat transcripts to their information for reference.

# When all interactions with prospects are organized in one place, your sales team can connect with them instantly and serve their needs easily.

Basic Integration Steps:

Zoho Sales IQ Integration Steps

Steps – Integrating Zoho CRM and Zoho SalesIQ Accounts

1. Login to your Zoho SalesIQ account

2. Go to Settings, click Zoho CRM

3. You will see Connect with Zoho CRM page

4. Click on the Enable CRM Integration button

5. Upon successful integration, you will see the Zoho CRM ZSC key on the next page.

Zoho Sales IQ Integration with Zoho CRM

Steps – Add a New Lead

Zoho SalesIQ is an online chat support software. So when your marketing team is interacting with a visitor and feels that it is a good lead, they can add the visitor info as a lead in Zoho CRM.

Zoho Sales IQ: Online Chat Support

# Click the “Push to CRM” button on the right column of the chat window.

# Click on the add Lead/Contact box.

# Enter company name, phone number, visitor name, and status of interaction.

Steps – Add a New Contact

Zoho Sales IQ: Adding a Contact

# The process is the same as above. Click on the “Push to CRM” button in your SalesIQ chat window.

# Click “Contact” for adding a new contact.

# Enter the Account name, phone number for the contact, and add a task (if any).

First Direct can help you configure the integration settings to enable automatic addition of a follow-up task and chat transcripts and carry your visitor tracking over to your CRM and achieve other benefits.


First Direct Corporation can help your organization integrate your visitor tracking in SalesIQ with Zoho CRM. When your sales team gets valuable information about prospects in real-time, it elevates a sales conversation and makes inbound sales better.

First Direct Corporation is a Zoho Authorized Partner. Contact us today at (845) 221-3800.

Bob Ritter


(845) 221-3800