--- title: Zoho SalesIQ slug: zoho-salesiq description: How to integrate Zoho SalesIQ with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_zoho-salesiq.png docTags: createdAt: 2025-12-20T01:51:01.854Z --- | ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/zoho-salesiq.png" size="50" width="512" height="512" position="center" alt="Zoho SalesIQ logo" showCaption="false"} | Make.com is an automation platform that lets users connect apps and automate workflows. Integrating Make.com enables users to trigger actions, transfer data, and orchestrate multi-app processes directly from their Make scenarios, streamlining business operations and productivity. | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Zoho SalesIQ documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Zoho SalesIQ](https://make.com) directly. ::: # Requirements To use the Zoho SalesIQ app in Make, you must have an active Zoho account and register your application in the Zoho Developer Console to obtain a client ID and client secret, [create your account on Zoho SalesIQ](https://make.com). For subscription, refer to the [Zoho SalesIQ pricing page](https://make.com). # Connect Zoho SalesIQ and Make To get started, you must first create a connection between Zoho SalesIQ and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Zoho SalesIQ account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your Zoho SalesIQ account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your Zoho SalesIQ account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Zoho Developer Console**. ::: :::WorkflowBlockItem Click Add&#xNAN;** Client ID** on the** API credentials page**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/) ::: :::WorkflowBlockItem Enter your** application name**,** client domain**, and the** redirect URI** when prompted. ::: :::WorkflowBlockItem If prompted, enter the** callback URI**: `https://www.integromat.com/oauth/cb/zoho-salesiq`. ::: :::WorkflowBlockItem Click** Create** to generate your credentials. ::: :::WorkflowBlockItem Copy the&#xNAN;** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://www.zoho.com/salesiq/help/developer-section/rest-api-prerequisite-v2.html) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [ account](https://www.make.com/en/register), add the Zoho SalesIQ module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Zoho SalesIQ account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see [Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ) page. # Zoho SalesIQ modules After connecting to the Zoho SalesIQ app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Get Conversation Download file attachments from specific conversations to your device. ::: :::ExpandableHeading ### List Canned Responses Retrieve a list of predefined canned responses that can be used for sending quick replies. ::: :::ExpandableHeading ### List Conversation Messages Retrieve the full transcript of a conversation, including every message exchanged. ::: :::ExpandableHeading ### List Conversation Threads Retrieve all messages from a specific conversation. ::: :::ExpandableHeading ### List Conversations Retrieves a list of all conversations from your account. ::: :::ExpandableHeading ### List Feedbacks Retrieve and display visitor feedback comments along with their Customer Satisfaction (CSAT) ratings. ::: :::ExpandableHeading ### List Operators Retrieve a list of operators along with their current status and availability details. ::: :::ExpandableHeading ### List Portals Retrieves a list of all available portals in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Send Message Retrieve detailed visitor information, including tracking data and the original source of the visit. ::: :::ExpandableHeading ### Update the Visitor's Info Updates a visitor's profile information, including their name, email address, and phone or contact number. ::: :::ExpandableHeading ### Watch Events Subscribes to and receives notifications for specific events occurring in Zoho SalesIQ, such as new chats or visitor activities. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Zoho SalesIQ resources You can have access to more resources related to this app on the following links - [Zoho SalesIQ topics on Make community](https://community.make.com/search?q=Zoho%20SalesIQ) - [Zoho SalesIQ website](https://make.com) - [Zoho SalesIQ API documentation](https://www.zoho.com/salesiq/help/developer-section/js-api.html) - [Zoho SalesIQ page on make](https://www.make.com/en/integrations/zoho-salesiq) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::