Integrate Zoho Forms with Zoho SalesIQ
Send information between Zoho Forms and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Update the status of an existing operator in Zoho SalesIQ when a new form entry is submitted in Zoho Forms
Integrate Zoho Forms with Zoho SalesIQ using Zoho Flow. Whenever a new form entry is submitted in Zoho Forms, Zoho Flow automatically updates the status of an existing operator in Zoho SalesIQ. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new form entry is submitted in Zoho Forms.
- Zoho Flow updates the status of an existing operator in Zoho SalesIQ.
Update the status of an existing operator in Zoho SalesIQ when a new form entry is submitted in Zoho Forms
Zoho Forms + Zoho SalesIQ
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Supported triggers and actions
Integrate Zoho Forms and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a new form entry is submitted
Form entry denied
Triggers when a form entry is denied
Form entry updated
Triggers when an existing form entry is updated by the user
Form entry approved
Triggers when a form entry is approved
Conversation attender updated
Triggers when an operator picks up a chat
Department created
Triggers when a new department is created to the specified portal
Conversation created
Triggers when a new conversation is created
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation completed
Triggers when a conversation is completed
Conversation rated
Triggers when a conversation is rated
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation participants added
Triggers when participants are invited to the chat
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation missed
Triggers when a conversation is missed
Conversation transfer initiated
Triggers when a conversation transfer is initiated
All Actions - Actions are the automated tasks
Send message to latest conversation
Sends a message to the latest conversation
Associate operators to department
Associates operators to the selected department
Create article
Creates a new article
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
Enable department
Enables the selected department
What is Zoho Forms?
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What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
Sanjay Batra
CEO, QPayPro
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Artico
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Barings Law
