How to add Zoho SalesIQ to your WordPress website

In this article, I explain how to add Zoho SalesIQ chat to your WordPress website.

Get the embed code

The first thing you need to do is get the embed code. This is a piece of HTML code which you should paste into your website to be able to get SalesIQ to show up on your WordPress site.

From settings, click on Brands.

Now click on the brand name. You can have multiple brand names, so make sure you select the one that you actually want. If you are not familiar with the concept of brands, think of them as “departments” on your website. While that isn’t a perfect comparison, it is good enough for now. You would usually want to have separate chat windows for separate departments. You can do this by creating multiple brands.

Now click on Installation.

Next, click on Website.

Click on the “Copy this code” button.

You will see a verification that the script was copied to your clipboard.

Open Notepad (or TextEdit if you are on Mac) and click on CTRL + V (i.e. Paste)

You should see something which looks like the following code:

Install Headers and Footers Plugin

There is a plugin called “Insert Headers and Footers“. Install that plugin from within your WordPress admin.

Paste the embed code into your website footer

Once you install the plugin, go to Settings > Insert Headers and Footers in your WordPress admin.

Paste the embed code into the “Scripts in Footer” box like below.

The reason for adding it into the footer is because Zoho recommends putting the script just before the closing </body> tag.

Once you paste the embed code, remember to click the Save button to save your changes.

If you have followed all the steps, you should see the Zoho SalesIQ chat widget on all the pages of your website.

Note: this is only a tutorial, plus I have a lot of embedded chatbots on my website, so I don’t have a live demo of this on this website. Adding a live demo will interfere with the other chatbots I have already added to my website.

For the sake of completeness, I will also point out two more ways you can add the Zoho SalesIQ chatbot to your website.

WordPress SalesIQ plugin

Zoho has also created a WordPress SalesIQ plugin.

You can also install the plugin and follow the installation instructions.

On the one hand, it is the official plugin – which means it is the “recommended” way to add Zoho SalesIQ chat to your website.

On the other hand, Zoho doesn’t always keep their plugins up-to-date and sometimes take a long time to update these plugins.

Someone has left a review about this:

So I don’t personally recommend the direct plugin option.

A quick note about the WordPress plugin ecosystem

While I understand the viewpoint of the reviewer (i.e. Zoho sometimes spreads itself too thin), do note that SalesIQ v2 was released right after that review. And from the initial looks of it, v2 works quite well and seems fairly robust.

Besides, the issue of keeping WordPress plugins up-to-date is very challenging unless you are a dedicated WordPress plugin company. You will see this problem crop up quite a lot for all “third party” companies like Zoho, and some of it has to do with WordPress itself.

Gutenberg HTML block for single page chat widget

You can simply paste the code into the Gutenberg editor’s HTML block. This will make the chat widget appear on a single page (like this demo) and not on your entire website.