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How to integrate Zoho SalesIQ with Plecto

  1. Go to Data management > Data sources > + New data source > Zoho SalesIQ.

  2. Select your server.

  3. Enter your screen name. A screen name is a unique name provided to your SalesIQ portal. You can find your screen name in the URL. Example:<screen_name>/index/

  4. Click Next and log in to your Zoho SalesIQ account.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with Zoho Desk currently allows you to import the following data:

  • Articles

  • Conversations

  • Departments

  • Feedback