SalesIQ Introduces Dynamic Routing Rules

SalesIQ Introduces Dynamic Routing Rules

An exciting new addition in SalesIQ->Visitor Routing, to route your visitors to the right Users. The CRM Lead/Contact Owner and Last Chat Attender options are now available in Automation -> Visitor Routing -> Route to Selected Users.

You can route the website visitors to:

  • The User who is the assigned owner in CRM (if the visitor is available in your CRM as Lead or Contact)
  • The User who assists the visitor in the previous chat

Let me explain with the examples how this would help you to route your website visitors.

CRM Lead/Contact Owner

Choosing this option in the visitor routing rule will help you to route the CRM based visitors directly to the Owner of the Lead or Contact.

Example:

In my Zylker shopping website, I have allocated 3 Users exclusively to attend the ​visitors available in my CRM, and the CRM based visitors will be routed only to these Users. But, I would also like to route to the User who is the owner of the Contact or Lead when the visitor visits the website. So, I choose the CRM Lead/Contact Owner option in the Visitor Routing rule along with the three more users.


Now when the CRM visitors visit my website they will be routed to the 3 users and also to the Owner of the Lead/Contact.

Last Chat Attender

This option helps you to route the visitors to the Users who last assisted the visitors via chat.

Example:

A real estate concern would like to connect their returning prospects with the sales representative with whom they previously had chat conversation, so the communication between the prospect and the sales rep will be more effective and personalized.

So, the criteria is set as Number of Past Chats is more than 0 then route the visitor to the Last Chat Attender.


The prospect who had a chat conversation with the user on the previous visit, will be routed to the same user in the current and future visits.

Interesting isn’t it!!!! These two options in the visitor routing rule can help you to track and serve your website visitors effectively.

Happy Routing!!!!

Elsi.G

    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                                    • Topic Participants

                                                    • Elsi



                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ








                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • My fix for "This report is not accessible" in published pages

                                                                                                          Hi Community, after having the same issue as many others here and going through the community's posts, i found a solution on my own. Again, the quality of support from Zoho is pretty awful: if you cannot help yourself, you're lost. I really like Zoho,
                                                                                                        • Tip of the Week #59– Enhance team collaboration with multichannel shared inboxes!

                                                                                                          Struggling with scattered customer conversations and missed follow-ups across your team? When messages are everywhere, it's easy for them to fall through the cracks—leading to delays, duplicate replies, and miscommunication among team members. Zoho TeamInbox
                                                                                                        • Subforms in stateless forms

                                                                                                          I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
                                                                                                        • Delete standard e-mailtemplate

                                                                                                          Hello, Is it possible to delete or hide a standard e-mailtemplate? I would only like to show my own created e-mailtemplates to my staff. I only find a 'delete' option at my custom made e-mailtemplates, but the standard e-mailtemplates do not show this
                                                                                                        • Shuffling between one note to the next

                                                                                                          I usually start all my notes per interaction with a contact with the date and then a little detail.  But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content column wider to fit more information and please have a column header that says which contact its associated with.
                                                                                                        • CRM notes

                                                                                                          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
                                                                                                        • Add values to Countdown Mode

                                                                                                          Is it possible to add values to the countdown mode drop down? The longest is 2 days. I would like values for 5 days, 10 days, 15 days...
                                                                                                        • Does Creator support HTMX?

                                                                                                          I love the Zoho ecosystem and Zoho Creator does a lot of things really well. However, I'm needing more real-time interactivity in my forms. Is the only option to create a JS widget? How about HTMX?
                                                                                                        • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                          Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                                                                                        • Im trying to white list domain dynamically in zoho desk extension

                                                                                                          Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":
                                                                                                        • Refresh token not appearing

                                                                                                          Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,
                                                                                                        • How would I collect a signature in person on Zoho sign?

                                                                                                          Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?
                                                                                                        • What's New in Zoho Analytics - June 2025

                                                                                                          Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning
                                                                                                        • Share saved filters between others

                                                                                                          Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
                                                                                                        • Zoho Books | Product updates | June 2025

                                                                                                          Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators
                                                                                                        • How to handle this process need using a Blueprint?

                                                                                                          See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15
                                                                                                        • Creator roadmap for the rest of 2022

                                                                                                          Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
                                                                                                        • CRM Client scripts via extension?

                                                                                                          I've made a lot of industry specific customization to zoho CRM, using custom modules, workflows/automations, deluge scripts, api calls, and client scripting. I have had organic interest explaining what i've done to other small business owners in my industry.
                                                                                                        • How to import data via Excel for a multi-select lookup field?

                                                                                                          In the Accounts module, I have a multi-select lookup field to the Contacts module. When I import Accounts data via Excel, I want to enter the contact email address (which is used as the identifier) under the column name for the multi-select lookup field.
                                                                                                        • Integrate MS Teams with Zoho CRM for faster collaboration

                                                                                                          Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,
                                                                                                        • Tracking Emails sent through Outlook

                                                                                                          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
                                                                                                        • Customized folder permissions in web Zoho WorkDrive won't apply to Sync

                                                                                                          Hi, within the 'Deals' macro-folder I created a folder for each Sales person (att. 1). Within each Sales person's folder a subfolder is automatically generated via function every time a new deal record is created in Zoho CRM, i.e. 1 deal record = 1 deal
                                                                                                        • Action requested: Retain your sales journey configuration in Path Finder

                                                                                                          Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates
                                                                                                        • What is New in CRM Functions?

                                                                                                          What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
                                                                                                        • Zoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?

                                                                                                          Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from
                                                                                                        • GSTIN Public Search API

                                                                                                          Does zohobooks have an api using which i can search GST numbers and get their details?
                                                                                                        • What happens after trial period

                                                                                                          Dear Support, We are planning to use ZOHO CRM for our organization. We are now registered for a 15 days trial version. I would like to know what happens with our account and our data after these 15 days. Will it automatically change into a 'free' account
                                                                                                        • Forte's Extra Costs

                                                                                                          Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service
                                                                                                        • SEPA stripe vs gocardless

                                                                                                          Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
                                                                                                        • Zoho Commerce - Zoho Shop (Multilanguage)

                                                                                                          hi there we have a shop in zoho commerce, can I change the language in the shop, i mean, can I create a German and a French version, as an instance or something? If yes, how it works? thanks for your answers greetings prisca
                                                                                                        • French Tutorials

                                                                                                          Is there any Zoho projects tutorials, ebook, video or else in french? If so, where can I fin it please? Thx
                                                                                                        • My zoho mail has been disabled and cannot send email

                                                                                                          I’m the super admin for my company’s email accounts, but my own email address has been unexpectedly locked. I’m seeing the following error message: Could you please assist in unlocking my account so I can resume sending emails?
                                                                                                        • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

                                                                                                          Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
                                                                                                        • SMTP error

                                                                                                          I am using SMTP from Zoho the account is accounts@khlaklaeeb.com it was working fine then started to have Error and unable to delivery messages SMTP host SMTP.zoho,com SMTP user: accounts@khlaklaeeb.com SMTP port 465 PAssword: App Password it was working
                                                                                                        • Zoho Books Roadshows are back in the UAE!

                                                                                                          Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're
                                                                                                        • Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

                                                                                                          I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?
                                                                                                        • [Webinar] Live demos and user Q&A with Zoho Writer product experts

                                                                                                          Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based
                                                                                                        • Vertical Solution Zoho One

                                                                                                          Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?
                                                                                                        • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

                                                                                                          it is really annoying.
                                                                                                        • Co-existing with Google Workspace

                                                                                                          We currently use GWS and due to legacy practices, we cannot migrate away from it. Not easily anyway. The issue we have is that while we have Zoho Mail, we get duplicate copies of emails. Our setup is that GWS is our primary. We have Zoho MX records in
                                                                                                        • Next Page