Resources · Make integration

Zoho SalesIQ Make integrationAutomate Zoho SalesIQ with Make.

Can Make read your chats and act on them? The Zoho SalesIQ Make integration gives you 11 modules: 1 scheduled trigger, 4 actions and 6 searches. This guide is for support and sales teams, and walks you from the connection to a first working scenario.

Try the Zoho SalesIQ integration on MakeSee the 11 modules

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What you can automate

What can the Zoho SalesIQ Make integration do?

The Zoho SalesIQ Make integration links your live chat account to Make, a no-code tool where you build a scenario: a chain of modules that runs on a schedule. Each module is one brick of that chain, and here it can watch events, read conversations, reply to visitors and update their details without a line of code.

Keep visitor profiles current. Watch Events spots new activity, Get Conversation pulls the full chat, and Update the Visitor's Info writes back what the chat revealed, so the next operator starts with context instead of a blank card.

Archive what customers actually say. List Conversation Messages and List Conversation Threads return every line of a chat as separate bundles (one item passing from module to module), ready to be stored in a spreadsheet or a database built with another app, such as the one described on the Airtable Make integration page.

Watch quality from the outside. List Feedbacks gathers the ratings visitors leave, and List Operators tells you who handled what, which is enough to feed a small support report.

Know the limits before you start. The official Make documentation for this app says its content was written with AI help and may contain mistakes, so double-check anything important with Zoho. Every module run counts as an operation (one execution on one bundle) on your Make plan; the Make pricing guide explains that part. If you are weighing Make against n8n for this job, n8n vs Make lays out the criteria.

Connect

How do you connect Zoho SalesIQ to Make?

  1. 01

    Register an app in the Zoho Developer Console

    You need an active Zoho account and a SalesIQ account first. In the Zoho Developer Console, click Add Client ID, then give your application a name, a client domain and the redirect address Make asks for. Click Create to generate the credentials.

  2. 02

    Open a connection from the module

    In your scenario, add any Zoho SalesIQ module and click Create a connection. A connection is your SalesIQ account linked to Make once and reused by every SalesIQ module. The Connection name field is optional, but a clear name helps when you have several.

  3. 03

    Paste the Client ID and Client secret

    Copy the Client ID and the Client secret shown in the console, paste them into Make and follow the on-screen instructions. Once Zoho approves the access, the connection appears in the module and Make can read your SalesIQ data.

First scenario

Your first scenario with Zoho SalesIQ

GoalWhen a new event shows up in Zoho SalesIQ, Make reads the related conversation and updates the visitor's details.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the big + to place the first module on the canvas.

  2. 02

    Add Watch Events

    Search for Zoho SalesIQ, pick Watch Events and select your connection. Fill in the fields; Make lists what it can read from your account once the connection exists.

  3. 03

    Fetch the conversation

    Click the + on the right of the trigger and add Get Conversation. Run Watch Events once first, then map the conversation reference it returns, if the event carries one.

  4. 04

    Write back to the visitor

    Add Update the Visitor's Info after it and map the details you want to keep from the conversation. Pick only what an operator will really use later.

  5. 05

    Test with Run once

    Click Run once. Make runs the scenario one time and shows the bundles each module received, so you can check that the right visitor was updated before going further.

  6. 06

    Schedule and switch it on

    Open the clock on Watch Events to set the schedule (every 15 minutes by default, and never shorter than that on the Free plan), then switch the scenario on.

Triggers

What starts a Zoho SalesIQ scenario

1 module starts a scenario when something happens in Zoho SalesIQ. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Zoho SalesIQ as soon as it happens.

Zoho SalesIQ1Watch Events

Watch Events

triggerIn the docs only

Watch Events is the one SalesIQ module that can open a scenario: it picks up new activity in your account and hands each event to the next module as its own bundle.

How it fires
scheduled. Make checks the app on the scenario's schedule (the clock badge), every 15 minutes by default; paid plans can go down to 1 minute.
When to use it
any flow that should react to what happens in your chat, like following up after a conversation or filing its content somewhere.
Watch out
the documentation does not say which events it covers, and it is not a webhook, so runs lag behind the chat. Use Run once on a fresh event and read what comes back.
Modules

What Make can do in Zoho SalesIQ

Zoho SalesIQ gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Zoho SalesIQ1

Get Conversation

ActionIn the docs only

Pulls a single chat from SalesIQ so its details become data you can map into the next modules. It is the step that turns a bare event into something readable.

When to use it
right after Watch Events, when you need the context of one specific conversation rather than a whole list.
Watch out
it needs a reference to an existing conversation, so map it from a previous module instead of typing it by hand.
Zoho SalesIQ2

List Canned Responses

SearchIn the docs only

Returns the prepared replies saved in your SalesIQ account, each one as its own bundle. Handy for reusing the wording your team already approved instead of writing new text inside Make.

When to use it
before Send Message, to pick a standard answer and keep the tone consistent with what operators send by hand.
Watch out
as a search, it can return zero, one or many items; plan a filter if you only want one.
Zoho SalesIQ3

List Conversation Messages

SearchIn the docs only

Gives you every message of a conversation, one bundle per message, so you can store the full exchange or scan it for a word that matters to your team.

When to use it
archiving chats in a spreadsheet or passing the text to another tool for review after the visitor leaves.
Watch out
each returned message is a bundle, and every module that follows runs once per bundle, which adds operations on long chats.
Zoho SalesIQ4

List Conversation Threads

SearchIn the docs only

Brings back the threads attached to a conversation as separate items, which helps when one chat splits into several parts and you want to follow each of them.

When to use it
when you report on how a conversation unfolded, not just on its final message.
Watch out
the documentation gives no detail on what a thread contains, so run it once and read the bundles before building on its output.
Zoho SalesIQ5

List Feedbacks

SearchIn the docs only

Collects the feedback visitors left after their chats, one bundle each, so you can see satisfaction outside SalesIQ, next to your other numbers.

When to use it
feeding a support dashboard or alerting a manager on a channel your team already reads.
Watch out
a search with no filter may return a lot of items and cost one operation each in the following modules; narrow it if the module offers a way to.
Zoho SalesIQ6

List Operators

SearchIn the docs only

Lists the people who answer chats in your SalesIQ account. You get a clean reference to put names on conversations or to route work to the right person in another tool.

When to use it
building a report per operator or matching SalesIQ agents with accounts in your helpdesk or CRM.
Watch out
it returns several bundles, one per operator, so every module placed after it runs once for each person on the list.
Zoho SalesIQ7

List Portals

SearchIn the docs only

Shows the SalesIQ portals your connection can reach. Useful for knowing which workspace a scenario is talking to before other modules read or write anything.

When to use it
when your company runs more than one portal and you want to check, during Run once, that you are on the right one.
Watch out
the result depends on the Zoho account behind the connection; another login may see different portals.
Zoho SalesIQ8

Make an API Call

ActionIn the docs only

Lets you call any endpoint of the Zoho SalesIQ API from the scenario, with the same connection, when none of the ready-made modules covers what you need.

When to use it
a SalesIQ feature exists in the API but has no dedicated module in Make.
Watch out
you write the request yourself, so keep the Zoho API reference open and test with Run once before switching anything on.
Zoho SalesIQ9

Send Message

ActionIn the docs only

Posts a message into SalesIQ from your scenario, which lets another app speak through your chat without an operator typing it.

When to use it
sending a standard answer picked with List Canned Responses, or a note built from data found elsewhere.
Watch out
if Watch Events also sees the messages you send, your scenario may react to its own output; test with Run once and add a filter to stop a loop.
Zoho SalesIQ10

Update the Visitor's Info

ActionIn the docs only

Changes the details stored on a SalesIQ visitor, so the next operator opens the chat with up-to-date information coming from your other tools.

When to use it
after a form, a purchase or a CRM change, to keep the visitor card in step with what you already know.
Watch out
the operator reads this card next, so test on one visitor with Run once and map only the details you are sure of.
Need help

Need help automating Zoho SalesIQ with Make?

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FAQ

Zoho SalesIQ and Make: common questions

01Is the Zoho SalesIQ Make integration free?
Yes, on the Make side. Zoho SalesIQ is a standard app, so it works from the Free plan. That plan allows 2 active scenarios, runs no more often than every 15 minutes, stops each run after 5 minutes and handles files up to 5 MB, with 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) go down to a 1 minute interval with unlimited active scenarios. Make counts usage in operations, one per module run on each bundle. Your SalesIQ subscription is a separate matter handled by Zoho.
02What do you need to connect Zoho SalesIQ to Make?
Three things: an active Zoho account, a Zoho SalesIQ account and an application registered in the Zoho Developer Console. The console gives you a Client ID and a Client secret once you click Add Client ID, fill in the name, client domain and redirect address, then click Create. In Make, click Create a connection on any SalesIQ module, paste both values and follow the prompts. When asked for a callback address, use the Make address given by the documentation, otherwise Zoho refuses the authorization.
03Does the Zoho SalesIQ trigger in Make work in real time?
No. Watch Events is a scheduled trigger: Make checks your SalesIQ account on the scenario's schedule instead of being called by Zoho the moment something happens. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan. Paid plans can check every minute. If you need the next step to run faster, lower the interval on a paid plan and keep the rest of the scenario light, since each check that finds new items consumes operations.
04What if a Zoho SalesIQ module is missing in Make?
Use Make an API Call. It reaches any endpoint of the SalesIQ API with the connection you already have, so a feature without its own module is still within reach. You will need the Zoho API reference to write the request, and a Run once test before you switch the scenario on. Keep in mind that the Make documentation for this app says it was produced with AI help and may contain mistakes; for anything important, check the behavior with Zoho directly.
05Should you use Make or n8n for Zoho SalesIQ?
It depends on the tool your team already runs. In Make, SalesIQ comes with 11 modules, a scheduled trigger and Make an API Call for everything else, and it is available from the Free plan. The same app often has an n8n node as well, so compare the two on the modules each one offers for your case and on how your team prefers to build. The n8n vs Make comparison linked above sets out those criteria side by side.
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