How to Create Intelligent Triggers In Zoho SalesIQ

How to Create Intelligent Triggers In Zoho SalesIQ

1. How to Create Intelligent Triggers In Zoho SalesIQ
2. Click Settings
3. Click Automation
4. Click Intelligent Triggers
5. Click Add
6. Select the option
7. Choose a condition and criteria for the trigger
8. Select an action
9. Created Intelligent Triggers in Zoho SalesIQ

1. How to Create Intelligent Triggers In Zoho SalesIQ
In this video we will show you how to Create Intelligent Triggers In Zoho SalesIQ.

2. Click Settings
Sign in to your Zoho SalesIQ account and click on the Settings in Navigation pane.

3. Click Automation
Under Settings, Click on Automation.

4. Click Intelligent Triggers
Under Automation, Click on Intelligent Triggers. 

5. Click Add
Click on Add button.

6. Select the option
Now, select the option when you would like to trigger the visitors on your website.

7. Choose a condition and criteria for the trigger
Choose a pre-defined condition from the drop down. Then, select a criteria type and enter a value based on the condition in the text box.

8. Select an action
Select an Action from the drop-down list and mention the time also.

9. Created Intelligent Triggers in Zoho SalesIQ
Congratulations! You have successfully created Intelligent Triggers in Zoho SalesIQ.