Step up your customer relationships by integrating Zoho Finance apps with Zoho SalesIQ

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href="https://blog.zohowebstatic.com/sites/zblogs/common/css/zoho-blog-global.css"><title>Step up your customer relationships by integrating Zoho Finance apps with Zoho SalesIQ - Zoho Blog</title><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/theme/css/zoho-blogs-wp-theme.css" /><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/common/css/zohodblogs.css" /><script type="text/javascript">(function(w,s){var e=document.createElement("script");e.type="text/javascript";e.async=true;e.src="https://zohotagmanager.cdn.pagesense.io/ztmjs/9e14ca550fb345518206a5a65a40a7a9.js";var x=document.getElementsByTagName("script")[0];x.parentNode.insertBefore(e,x);})(window,"script");</script></head><body site="zohodblogs" data-prdname="financeplus" data-prdname-display="Finance Plus" class="post-template-default single single-post postid-4632 single-format-standard i18n-en category-financeplus path-node page-node-type-article-content"><div id="page" class="site"><div class="site-inner"><header id="masthead" class="site-header" role="banner"><div class="header-nav"><div class="brand-logo"><div class="hamburger-btn"><div class="hamburger-bar"></div></div><a href="/blog/" rel="home">Blog</a></div><div class="header-right-bar"><div class="header-search"><span class="btn-search fa fa-search icon-button-search"></span><form action="/blog/" method="get" role="search" id="searchform_topbar" class="search-top-bar-popup search-form"><label><span class="screen-reader-text">Search for:</span><input type="search" class="search-field-top-bar" id="search-field-top-bar" placeholder="Search…" value="" name="s" /></label><button type="submit" class="search-submit search-top-bar-submit" id="search-top-bar-submit"><span class="fa fa-search header-search-icon"></span><span class="screen-reader-text">Search</span></button></form></div><div class="language-selector header-lan-picker disabled"><span class="select-language"></span></div></div></div></header><div class="header-product-link"></div><div id="content" class="site-content container"><div id="primary" class="content-area row"><main id="main" class="site-main col-md-8 col-sm-12 col-xs-12" role="main"><article id="post-4632" class="post-4632 post type-post status-publish format-standard has-post-thumbnail hentry category-finance-plus tag-live-chat tag-zoho-books tag-zoho-finance-apps tag-zoho-invoice tag-zoho-sales-iq tag-zoho-subscriptions"><header class="entry-header"><h1 class="entry-title">Step up your customer relationships by integrating Zoho Finance apps with Zoho SalesIQ</h1><div class="entry-info"><div class="posted-info"><span class="posted-on">Posted on <time class="entry-date published" datetime="21-02-12IST06:01:06+00:00">February 12, 2021</time></span><span class="posted-on updated-on">Last Updated On <time class="entry-date published updated" datetime="22-12-03IST21:38:09+00:00">December 3, 2022</time></span><span class="author-info"> by <a href="/blog/author/lavanyasree-s">Lavanyasree S</a></span></div><span class="read-info"><span class="read-time">3</span> Mins Read</span></div></header><div class="entry-content"><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-doc-id="4504799000022302122" data-doc-type="writer">The client portal in the Zoho Finance suite of apps is a much sought-after聽feature that was developed to encourage customer self-service. However, even the most self-sufficient customers look for support when they face a particularly tricky issue. Instead of asking them to write an email and wait for a reply, you can now provide them instant support by integrating with Zoho SalesIQ.</p></p><p><p data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-doc-id="4504799000022302122" data-doc-type="writer"><img class="alignnone size-full wp-image-81002" src="https://blog.zohowebstatic.com/sites/zblogs/images/financeplus/zoho-finance-zoho-salesiq-integration-2021-02.png" alt="Integrate Zoho Finance apps with Zoho SalesIQ" width="1201" height="676" /></p></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","fw_i":400,"type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}"><a href="https://www.zoho.com/salesiq/" target="_blank" rel="noopener">Zoho SalesIQ</a> is live chat support software that lets your customers reach you within seconds, improving their trust in your business and strengthening your customer relationships. Zoho SalesIQ offers attractive features such as canned messages to help you reply faster and an AI-powered chatbot that responds automatically. Three apps in the Zoho Finance suite (Zoho Books, Zoho Invoice, and Zoho Subscriptions) can now be integrated with Zoho SalesIQ to provide round-the-clock assistance to your customers through a live chat option in the Client Portal.</p></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","fw_i":400,"type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}">Let's take a look at how you can benefit from the integration.</p></p><p><ul data-list-id="50915629" data-list-format="{"level0":{"type":6,"startsWith":1},"level1":{"type":7,"startsWith":1},"level2":{"type":8,"startsWith":1},"level3":{"type":6,"startsWith":1},"level4":{"type":7,"startsWith":1},"level5":{"type":8,"startsWith":1},"level6":{"type":6,"startsWith":1},"level7":{"type":7,"startsWith":1},"level8":{"type":8,"startsWith":1}}" data-spl-bullet-format="{}"></p><p><li></p><p><h4 class="zw-list zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-list-id="50915629" data-list-info="{"id":50915629,"l":0}">Close deals faster</h4></p><p></li></p><p></ul></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0in" data-text-indent="0in" data-margin-bottom="0pt">Forget about sending emails back and forth to finalize deals. When you integrate with Zoho SalesIQ, a small chat widget will be available within the client portal. Customers can view the estimates you've sent them in the portal, initiate a chat or phone call with you to discuss them, and accept them quickly.</p></p><p><ul data-list-id="50915629" data-list-format="{"level0":{"type":6,"startsWith":1},"level1":{"type":7,"startsWith":1},"level2":{"type":8,"startsWith":1},"level3":{"type":6,"startsWith":1},"level4":{"type":7,"startsWith":1},"level5":{"type":8,"startsWith":1},"level6":{"type":6,"startsWith":1},"level7":{"type":7,"startsWith":1},"level8":{"type":8,"startsWith":1}}" data-spl-bullet-format="{}"></p><p><li></p><p><h4 class="zw-list zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-list-id="50915629" data-list-info="{"id":50915629,"l":0}">Get paid on time</h4></p><p></li></p><p></ul></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0in" data-text-indent="0in" data-margin-bottom="0pt">Online payment failures are sometimes聽unavoidable, but they leave customers frustrated and delay payments for sellers. Most often, when a customer runs into payment issues, they look for ways to contact support. With the integration with Zoho SalesIQ, customers can reach out to send you a message right from the client portal. You can also use the live chat option to discuss and offer customers alternative payment methods, avoiding overdue payments.</p></p><p><ul data-list-id="50915629" data-list-format="{"level0":{"type":6,"startsWith":1},"level1":{"type":7,"startsWith":1},"level2":{"type":8,"startsWith":1},"level3":{"type":6,"startsWith":1},"level4":{"type":7,"startsWith":1},"level5":{"type":8,"startsWith":1},"level6":{"type":6,"startsWith":1},"level7":{"type":7,"startsWith":1},"level8":{"type":8,"startsWith":1}}" data-spl-bullet-format="{}"></p><p><li></p><p><h4 class="zw-list zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-list-id="50915629" data-list-info="{"id":50915629,"l":0}">Increase customer retention</h4></p><p></li></p><p></ul></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","fw_i":400,"type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0in" data-text-indent="0in" data-margin-bottom="0pt">For subscription-based businesses, a canceled subscription affects revenue drastically. When customers have a chat window where they can contact you directly, they might choose to address their concerns before hitting that cancel button.聽Having a real-time conversation with departing customers can help you understand their reason for cancellation and offer suggestions that may encourage them to remain subscribed.</p></p><p><ul data-list-id="50915629" data-list-format="{"level0":{"type":6,"startsWith":1},"level1":{"type":7,"startsWith":1},"level2":{"type":8,"startsWith":1},"level3":{"type":6,"startsWith":1},"level4":{"type":7,"startsWith":1},"level5":{"type":8,"startsWith":1},"level6":{"type":6,"startsWith":1},"level7":{"type":7,"startsWith":1},"level8":{"type":8,"startsWith":1}}" data-spl-bullet-format="{}"></p><p><li></p><p><h4 class="zw-list zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0.5in" data-text-indent="-0.25in" data-margin-bottom="0pt" data-list-id="50915629" data-list-info="{"id":50915629,"l":0}">Provide stellar customer support</h4></p><p></li></p><p></ul></p><p><p class="zw-paragraph" data-textformat="{"ff":"Roboto","fv":"normal","td":"none","cs":"0pt","fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","va":"baseline","type":"text","fs":"normal","bgc":"rgba(0, 0, 0, 0)"}" data-margin-left="0in" data-text-indent="0in" data-margin-bottom="0pt">A common thing that customers look for in any business is customer support that'll resolve their issues instantly. When you integrate with Zoho SalesIQ, you can guarantee your customers a top-notch support experience by means of a round-the-clock live chat service. You can also cater to your global customers, as Zoho SalesIQ supports auto-translation of chat messages.</p></p><p><h3 class="zw-paragraph heading0" data-header="0" data-textformat="{"fw":"bold","fgc":"rgb(0, 0, 0)","size":"12.00","type":"text"}" data-hd-info="0">Ready to try the integration?</h3></p><p><p class="zw-paragraph heading0" data-header="0" data-textformat="{"fw":"none","fgc":"rgb(0, 0, 0)","size":"12.00","type":"text"}" data-hd-info="0">Integrating with Zoho SalesIQ only takes a couple of minutes. First, you need to create a portal and website in Zoho SalesIQ. You can then set up the integration with just a few clicks from your Zoho Finance app. Our help documents will guide you through the steps to be followed (<a href="https://www.zoho.com/books/help/integrations/salesiq.html" target="_blank" rel="noopener">Zoho Books</a>, <a href="https://www.zoho.com/invoice/help/integrations/salesiq.html" target="_blank" rel="noopener">Zoho Invoice</a>, <a href="https://www.zoho.com/subscriptions/help/salesiq-integration.html" target="_blank" rel="noopener">Zoho Subscriptions</a>).</p></p><p>Integrate now with Zoho SalesIQ to start providing live chat support for your customers. Give the integration a try and let us know your suggestions in the comments below.</p></div><footer class="entry-footer clearfix"><span class="cat-tags-links"><span class="cat-links"><span class="cat-icon"><i class="fa fa-folder-open"></i></span><span class="screen-reader-text">Categories</span><a href="/blog/financeplus" rel="category tag">Finance Plus</a></span><span class="tags-links"><span class="tags-icon"><i class="fa fa-hashtag" aria-hidden="true"></i></span><span class="screen-reader-text">Tags</span><a href="/blog/tag/live-chat" rel="tag" > #Live Chat</a>, <a href="/blog/tag/zoho-books" rel="tag" > #Zoho Books</a>, <a href="/blog/tag/zoho-finance-apps" rel="tag" > #Zoho Finance Apps</a>, <a href="/blog/tag/zoho-invoice" rel="tag" > #Zoho Invoice</a>, <a href="/blog/tag/zoho-sales-iq" rel="tag" > #Zoho Sales IQ</a>, <a href="/blog/tag/zoho-subscriptions" rel="tag" > #Zoho Subscriptions</a></span></span></footer><div class="entry-author-info clearfix"><div class="author-avatar"><img width="72" height="72" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/lavanyasree-s.jpg" class="avatar avatar-72 photo" alt="" loading="lazy" sizes="(max-width: 72px) 100vw, 72px" /></div><div class="author-description"><p class="author-title"><a href="/blog/author/lavanyasree-s" title="Posts by Lavanyasree S" rel="author">Lavanyasree S</a></p><p class="author-bio">User Educator at Zoho. A professional writer and a habitual reader.</p></div></div><div class="section-container contact-sales-form-wrap blog-form-container"><div class="freeze_layer" style="display: block;"></div><div class="formSec " style="transition: all 0.75s ease 0s;"><div class="formInner"><span class="form-close"></span></div></div></div></article><div id="block-zoho-comments" class="block block-ctools-block block-entity-fieldnodefield-comments"><h2>Comments</h2><div id="comments" class="comments-area"><h3 class="comments-title">2 Replies to Step up your customer relationships by integrating Zoho Finance apps with Zoho SalesIQ</h3><ol class="comment-list"><li id="comment-18596" class="comment odd alt thread-even depth-1"><article id="div-comment-18596" class="comment-body"><footer class="comment-meta"><div class="comment-author vcard"><img title="" alt="" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/avatar.png" class="avatar avatar-60 photo" height="60" width="60"><b class="fn">santosh thapa</b><span class="says">says:</span></div><div class="comment-metadata"><a href="/blog/financeplus/step-up-your-customer-relationships-by-integrating-zoho-finance-apps-with-zoho-salesiq.html#comment-18596"><time datetime="21-02-16T12:29:36+00:00"> February 16, 2021 at 12:29 AM </time></a></div></footer><div class="comment-content"><p> hy i need a full demonstration of zoho books and expenxe , please give me time.</p></div><div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-18596" data-commentid="18596" data-postid="4632" data-belowelement="div-comment-18596" data-respondelement="respond" aria-label="Reply to santosh thapa">Reply</a></div></article><ol class="children"><li id="comment-18597" class="comment byuser comment-author-lavanyasree-s bypostauthor even depth-2"><article id="div-comment-18597" class="comment-body"><footer class="comment-meta"><div class="comment-author vcard"><img title="" alt="" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/lavanyasree-s.jpg" class="avatar avatar-60 photo" height="60" width="60"><b class="fn">Lavanyasree S</b><span class="says">says:</span></div><div class="comment-metadata"><a href="/blog/financeplus/step-up-your-customer-relationships-by-integrating-zoho-finance-apps-with-zoho-salesiq.html#comment-18597"><time datetime="21-02-18T02:25:19+00:00"> February 18, 2021 at 2:25 AM </time></a></div></footer><div class="comment-content"><p> Hi Santosh, kindly write to our support team at <a href="mailto:support@zohobooks.com" target="_blank" title="support@zohobooks.com">support@zohobooks.com</a> with your business requirements, and we'll schedule a call for you.</p></div><div class="reply"><a rel="nofollow" class="comment-reply-link" href="#comment-18597" data-commentid="18597" data-postid="4632" data-belowelement="div-comment-18597" data-respondelement="respond" aria-label="Reply to Lavanyasree 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